Morningstar Fund Report
AMP FS Super-AMP Super Easy High Growth
Fund Report | Report generated 22 Oct 2021 | 
Read the Analyst Research Report
Read the Analyst Research Report
Performance
30 Sep 2021
Growth of $10,000
Fund: AMP FS Super-AMP Super Easy High Growth
Index: Morningstar Aus Msec Aggressive TR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Sep-21 | |
|---|---|---|---|---|
| Fund | 9.16 | -2.02 | 24.68 | 1.45 |
| +/- Cat | 2.10 | -1.86 | 1.39 | -0.20 |
| +/- Index | -2.04 | -1.16 | -0.01 | -1.21 |
Trailing Total Returns
as at 30 Sep 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -2.47 | -0.69 | -0.08 | 134 / 145 |
| 3 Month | 1.45 | -0.20 | -1.21 | 60 / 145 |
| 1 Year | 24.06 | 1.32 | -1.40 | 49 / 143 |
| 3 Year | 9.53 | 0.20 | -1.20 | 21 / 140 |
| 5 Year | 10.07 | 0.26 | -1.46 | 25 / 117 |
Risk Analysis
as at 30 Sep 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 12.6 | 11.67 | 12.82 |
| Sharpe Ratio | 0.73 | 0.71 | 0.81 |
| R-Squared | 98.58 | 94.79 | -- |
| Beta | 0.98 | 0.89 | -- |
| Alpha | -0.88 | -1.04 | -- |
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 Sep 2021) |
478.65 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Sep 2014
| Domestic Equity | 35.957 |
| International Equity | 42.133 |
| Listed Property | 2.756 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.903 |
| International Fixed Interest | 0.602 |
| Cash | 2.868 |
| Other | 14.781 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 30 Sep 2021
| APIR Code | AMP1571AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 2.7564 |
| Exit Price $ | 2.7564 |
| Exit Price 1 Week Change $ |
-0.0352 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
Prosective Fees & Costs
as at 07 May 2021
| Total Cost Ratio (Prospective) | 1.01% |
| Investment Management Fee | 0.20% |
| Performance Fee Costs | 0.00% |
| Administration Fees & Costs | 0.50% |
| Buy Spread/Sell Spread | 0.00% / 0.00% |