Morningstar Fund Report
AMP - SuperGuard 2 - Gt'eed Pfolio
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP - SuperGuard 2 - Gt'eed Pfolio

Index: Bloomberg AusBond Composite 0+Y TR AUD

Category: Reserve Backed
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 0.91 | 0.37 | 0.17 | 0.61 |
+/- Cat | -0.95 | -1.07 | -0.65 | 0.63 |
+/- Index | -8.66 | -3.81 | 1.01 | 8.96 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.08 | 0.28 | 1.57 | 6 / 26 |
3 Month | 0.22 | 0.68 | 6.55 | 8 / 26 |
1 Year | 0.67 | 0.51 | 8.15 | 8 / 26 |
3 Year | 0.42 | -0.45 | 1.33 | 10 / 26 |
5 Year | 0.60 | -0.53 | -0.80 | 8 / 24 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 0.08 | 0.79 | 5.06 |
Sharpe Ratio | 0.47 | 2.92 | -0.23 |
R-Squared | 16.39 | 33.37 | -- |
Beta | -0.01 | 0.09 | -- |
Alpha | 0.05 | 0.72 | -- |
Fund Details
Fund Inception | 30 Apr 1989 |
Responsible Entity | AMP Life Limited |
Fund Manager | AMP Capital Investors Limited |
Base Currency | $A |
Net Assets $Mil (as at 31 Mar 2022) |
0.00 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 9.019 |
International Equity | 5.214 |
Listed Property | 0.000 |
Unlisted Property | 2.622 |
Domestic Fixed Interest | 31.644 |
International Fixed Interest | 31.644 |
Cash | 19.858 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 30 Apr 2022
APIR Code | NML0705AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Reserve Backed |
Entry Price $ | 26.2970 |
Exit Price $ | 26.2970 |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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Prosective Fees & Costs
as at 30 Jun 2016
Total Cost Ratio (Prospective) | 4.17% |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |