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About

Morningstar Fund Report

AMP SigSup-Antipodes Global

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Fund Report | Report generated 25 Jun 2022 |  Read the Analyst Research Report

Performance

31 May 2022

Growth of $10,000

Fund
Fund: AMP SigSup-Antipodes Global
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 May-22
Fund 0.99 -2.88 18.61 1.00
+/- Cat -6.68 -5.04 -5.07 5.72
+/- Index -10.96 -8.06 -8.89 2.98

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.65 3.31 3.48 9 / 186
3 Month -0.25 4.13 4.57 6 / 186
1 Year 1.24 3.26 -1.40 41 / 185
3 Year 6.54 -1.22 -4.90 123 / 182
5 Year 5.22 -2.12 -5.36 112 / 133

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 8.26 10.89 11.68
Sharpe Ratio 0.77 0.72 0.96
R-Squared 29.54 73.98 --
Beta 0.38 0.78 --
Alpha 2.04 -0.93 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity N. M. Superannuation Pty Ltd
Fund Manager Antipodes Partners Limited
Base Currency $A
Net Assets $Mil
(as at 31 May 2022)
119.12
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

as at 30 Apr 2022

Size | Large Style | Value

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 4.259
International Equity 76.764
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 18.977
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 Jun 2022

APIR Code AMP1550AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Blend
Entry Price $ 2.1567
Exit Price $ 2.1567
Exit Price
1 Week Change $
0.0453

Morningstar Ratings

Overall 2
3 Year 3
5 Year 2
10 Year 1

Prosective Fees & Costs

as at 01 Oct 2021

Total Cost Ratio (Prospective) 1.70%
Investment Management Fee 1.20%
Performance Fee Costs 0.00%
Administration Fees & Costs 0.29%
Buy Spread/Sell Spread 0.00% / 0.00%