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About

Morningstar Fund Report

AMP SigSup-Antipodes Global

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Fund Report | Report generated 17 Jan 2022 |  Read the Analyst Research Report

Performance

31 Dec 2021

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 Dec-21
Fund 0.99 -2.88 18.61 2.54
+/- Cat -6.68 -5.04 -5.07 -3.80
+/- Index -10.96 -8.06 -8.89 -8.93

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.29 -1.31 -1.38 174 / 196
3 Month 1.20 -2.78 -5.99 165 / 195
1 Year 11.64 -8.59 -17.94 166 / 196
3 Year 7.21 -7.91 -13.37 185 / 191
5 Year 7.47 -4.10 -7.61 131 / 142

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.99 10.49 11.41
Sharpe Ratio 0.95 1.38 1.66
R-Squared 46.27 76.28 --
Beta 0.42 0.79 --
Alpha -1.25 -0.81 --

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 30 Nov 2021)
137.44
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

as at 30 Nov 2021

Size | Large Style | Blend

Asset Allocation

% as at 31 Dec 2021

Domestic Equity 3.472
International Equity 86.053
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 10.476
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 13 Jan 2022

APIR Code AMP1550AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Blend
Entry Price $ 2.3039
Exit Price $ 2.3039
Exit Price
1 Week Change $
0.0303

Morningstar Ratings

Overall 1
3 Year 1
5 Year 1
10 Year 1

Prosective Fees & Costs

as at 07 May 2021

Total Cost Ratio (Prospective) 2.60%
Investment Management Fee 1.20%
Performance Fee Costs 0.00%
Administration Fees & Costs 0.70%
Buy Spread/Sell Spread 0.00% / 0.00%