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Morningstar Fund Report

AMP - SuperGuard 2 - Prop Biased

Retail

Fund Report | Report generated 06 Aug 2021 |

Performance

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Growth of $10,000

Fund
Fund: AMP - SuperGuard 2 - Prop Biased
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

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 30 Jun 2021)
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 Jun 2021

Domestic Equity 13.375
International Equity 17.403
Listed Property 15.016
Unlisted Property 26.979
Domestic Fixed Interest 10.910
International Fixed Interest 10.461
Cash 5.857
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 28 Feb 2021

APIR Code NML0706AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 78.4815
Exit Price $ 78.2956
Exit Price
1 Week Change $
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Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 3.00%
Buy/Sell Spread 0.2552

Annual

ICR pa (30 Jun 2016) 3.2700
Max Management Fee pa 3.2679%
Max Admin Fee pa 2.50%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.1500