Morningstar Fund Report
AMP FS Super-Ironbark Karara Aus share
Fund Report | Report generated 21 Apr 2021 | 
Performance
31 Mar 2021
Growth of $10,000
Fund: AMP FS Super-Ironbark Karara Aus share
Index: S&P/ASX 200 TR AUD
Category: Equity Australia Large Growth
Financial Year Total Returns
| Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
|---|---|---|---|---|
| Fund | 11.73 | 4.92 | -9.47 | 19.61 |
| +/- Cat | -1.41 | -2.62 | -7.68 | -0.64 |
| +/- Index | -1.28 | -6.63 | -1.79 | 1.59 |
Trailing Total Returns
as at 31 Mar 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 2.48 | 0.93 | 0.04 | 8 / 69 |
| 3 Month | 5.70 | 2.32 | 1.45 | 14 / 69 |
| 1 Year | 40.61 | 1.88 | 3.14 | 25 / 69 |
| 3 Year | 6.56 | -4.40 | -3.09 | 52 / 54 |
| 5 Year | 8.20 | -2.13 | -2.05 | 41 / 50 |
Risk Analysis
as at 31 Mar 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 18.84 | 16.31 | 17.6 |
| Sharpe Ratio | 0.38 | 0.64 | 0.56 |
| R-Squared | 96.21 | 89.03 | -- |
| Beta | 1.05 | 0.88 | -- |
| Alpha | -3.13 | 1.62 | -- |
Fund Details
| Fund Inception | 21 May 2010 |
| Responsible Entity | N. M. Superannuation Pty Ltd |
| Fund Manager | Karara Capital Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 28 Feb 2021) |
38.41 |
| Minimum Investment $ | 1,500 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
as at 28 Feb 2021
Size | Large Style | Blend
Asset Allocation
% as at 28 Feb 2021
| Domestic Equity | 88.857 |
| International Equity | 4.005 |
| Listed Property | 4.315 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 2.823 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 19 Apr 2021
| APIR Code | AMP1472AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Equity Australia Large Growth |
| Entry Price $ | 2.0089 |
| Exit Price $ | 2.0089 |
| Exit Price 1 Week Change $ |
0.0202 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
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) | 1.1500 |
| Max Management Fee pa |
0.74% |
| Max Admin Fee pa |
0.85% |
| Performance Fee pa (30 Jun 2020) |
0.00% |
| Max Brokerage | 0.0000 |