Morningstar Fund Report
AMP FS Super-Ironbark Karara Aus share
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 2021Total 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 20213-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 |
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3 Year |
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5 Year |
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10 Year |
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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 |