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About

Morningstar Fund Report

AMP FS Super-AMP High Growth

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Fund Report | Report generated 16 May 2021 |

Performance

30 Apr 2021

Growth of $10,000

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

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Apr-21
Fund 10.44 7.69 -2.66 17.91
+/- Cat 0.04 0.63 -2.50 -1.03
+/- Index -2.29 -3.51 -1.80 -1.06

Trailing Total Returns

as at 30 Apr 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.66 -0.08 -0.46 106 / 160
3 Month 6.46 -0.54 -1.49 128 / 160
1 Year 21.89 -4.72 -1.74 126 / 158
3 Year 8.13 -0.92 -2.50 72 / 132
5 Year 8.66 -0.93 -2.25 80 / 125

Risk Analysis

as at 30 Apr 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.66 11.43 12.61
Sharpe Ratio 0.7 0.68 0.79
R-Squared 97.78 94.35 --
Beta 0.84 0.88 --
Alpha -0.9 -1.14 --

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 28 Feb 2021)
41.13
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 Apr 2021

Domestic Equity 36.381
International Equity 45.513
Listed Property 6.332
Unlisted Property 0.000
Domestic Fixed Interest 6.491
International Fixed Interest 3.671
Cash 1.611
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 13 May 2021

APIR Code AMP1455AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.2552
Exit Price $ 2.2552
Exit Price
1 Week Change $
-0.0226

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) 1.1800
Max Management Fee pa 0.69%
Max Admin Fee pa 0.85%
Performance Fee pa
(30 Jun 2020)
0.03%
Max Brokerage 0.0000