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About

Morningstar Fund Report

AMP FS Super-AMP All Growth

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Fund Report | Report generated 08 Mar 2021 |

Performance

28 Feb 2021

Growth of $10,000

Fund
Fund: AMP FS Super-AMP All Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Feb-21
Fund 11.84 7.93 -3.17 13.58
+/- Cat 1.44 0.87 -3.01 0.78
+/- Index -0.90 -3.27 -2.31 2.13

Trailing Total Returns

as at 28 Feb 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.40 -0.08 0.26 84 / 160
3 Month 3.25 0.29 2.02 45 / 160
1 Year 8.04 -2.13 1.87 50 / 158
3 Year 7.06 -0.34 -1.65 43 / 132
5 Year 8.98 -0.27 -1.38 48 / 125

Risk Analysis

as at 28 Feb 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.14 11.45 12.58
Sharpe Ratio 0.54 0.53 0.64
R-Squared 97.48 94.41 --
Beta 0.95 0.89 --
Alpha -1.21 -1.22 --

Fund Details

Fund Inception 21 May 2010
Responsible Entity N. M. Superannuation Pty Ltd
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2020)
22.18
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 45.180
International Equity 41.460
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 5.930
Other 7.420

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 04 Mar 2021

APIR Code AMP1448AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.2489
Exit Price $ 2.2489
Exit Price
1 Week Change $
-0.0089

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2020) 1.1700
Max Management Fee pa 0.72%
Max Admin Fee pa 0.85%
Performance Fee pa
(30 Jun 2020)
0.02%
Max Brokerage 0.0000