Morningstar Fund Report
AMP FS Super-Antipodes Global
Fund Report | Report generated 10 May 2021 | 
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Read the Analyst Research Report
Performance
30 Apr 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 | Apr-21 | |
|---|---|---|---|---|
| Fund | 11.26 | 0.86 | -3.01 | 17.12 |
| +/- Cat | -1.08 | -6.81 | -5.17 | -1.94 |
| +/- Index | -4.13 | -11.09 | -8.18 | -3.22 |
Trailing Total Returns
as at 30 Apr 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 0.44 | -2.15 | -2.74 | 183 / 198 |
| 3 Month | 7.58 | -1.14 | -2.63 | 145 / 198 |
| 1 Year | 16.40 | -4.49 | -6.63 | 154 / 197 |
| 3 Year | 4.63 | -5.33 | -8.69 | 137 / 151 |
| 5 Year | 7.86 | -3.31 | -5.99 | 133 / 141 |
Risk Analysis
as at 30 Apr 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 8.32 | 11.13 | 12.18 |
| Sharpe Ratio | 0.47 | 0.87 | 1.01 |
| R-Squared | 40.51 | 79.84 | -- |
| Beta | 0.44 | 0.81 | -- |
| Alpha | -1.48 | -0.56 | -- |
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 28 Feb 2021) |
62.62 |
| Minimum Investment $ | 1,500 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2021
Size | Large Style | Value
Asset Allocation
% as at 31 Mar 2021
| Domestic Equity | 3.449 |
| International Equity | 85.586 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 10.964 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 06 May 2021
| APIR Code | AMP1574AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Equity World Large Blend |
| Entry Price $ | 2.1382 |
| Exit Price $ | 2.1382 |
| Exit Price 1 Week Change $ |
-0.0154 |
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 | -- |