Morningstar Fund Report
AMP FS Super-Antipodes Global
Fund Report | Report generated 25 Feb 2021 | 
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Read the Analyst Research Report
Performance
31 Jan 2021
Growth of $10,000
Fund: AMP FS Super-Antipodes Global
Index: MSCI World Ex Australia NR AUD
Category: Equity World Large Blend
Financial Year Total Returns
| Jun-18 | Jun-19 | Jun-20 | Jan-21 | |
|---|---|---|---|---|
| Fund | 11.26 | 0.86 | -3.01 | 8.87 |
| +/- Cat | -1.08 | -6.81 | -5.17 | -0.63 |
| +/- Index | -4.13 | -11.09 | -8.18 | -0.32 |
Trailing Total Returns
as at 31 Jan 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -0.01 | -0.10 | 0.44 | 95 / 201 |
| 3 Month | 6.00 | -0.14 | -0.41 | 88 / 200 |
| 1 Year | 1.86 | 0.53 | 0.99 | 77 / 200 |
| 3 Year | 3.28 | -3.95 | -7.08 | 132 / 154 |
| 5 Year | 6.42 | -2.94 | -5.15 | 137 / 144 |
Risk Analysis
as at 31 Jan 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 7.85 | 10.87 | 11.97 |
| Sharpe Ratio | 0.31 | 0.65 | 0.79 |
| R-Squared | 37.96 | 80.68 | -- |
| Beta | 0.4 | 0.81 | -- |
| Alpha | -1.43 | -0.87 | -- |
Fund Details
| Fund Inception | 21 May 2010 |
| Responsible Entity | AMP Superannuation Limited |
| Fund Manager | Antipodes Partners Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 30 Nov 2020) |
67.35 |
| Minimum Investment $ | 1,500 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
as at 31 Dec 2020
Size | Large Style | Blend
Asset Allocation
% as at 31 Jan 2021
| Domestic Equity | 4.258 |
| International Equity | 88.069 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 7.673 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 23 Feb 2021
| APIR Code | AMP1574AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Equity World Large Blend |
| Entry Price $ | 2.0160 |
| Exit Price $ | 2.0160 |
| Exit Price 1 Week Change $ |
-0.0513 |
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 |
1.20% |
| Max Admin Fee pa |
0.85% |
| Performance Fee pa (30 Jun 2020) |
0.00% |
| Max Brokerage | -- |