Morningstar Fund Report
AMP FS Super-Antipodes Global
Fund Report | Report generated 25 Feb 2021 |
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 2021Total 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 20213-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 |
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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![]() |
1.20% |
Max Admin Fee pa![]() |
0.85% |
Performance Fee pa (30 Jun 2020) |
0.00% |
Max Brokerage | -- |