Morningstar Fund Report
AMP FS R-AMP Super Easy Growth
Fund Report | Report generated 06 Mar 2021 |
Read the Analyst Research Report


Performance
31 Jan 2021
Growth of $10,000

Fund: AMP FS R-AMP Super Easy Growth

Index: Morningstar Aus Msec Aggressive TR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Jan-21 | |
---|---|---|---|---|
Fund | 10.24 | 9.41 | -2.16 | 11.21 |
+/- Cat | -0.71 | 1.55 | 1.04 | -0.98 |
+/- Index | -2.50 | -1.79 | -1.31 | 1.00 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.10 | -0.48 | 0.14 | 95 / 109 |
3 Month | 8.64 | -0.57 | 0.75 | 95 / 109 |
1 Year | -0.13 | -0.47 | 0.53 | 52 / 108 |
3 Year | 6.86 | 0.63 | -1.34 | 29 / 105 |
5 Year | 8.59 | -0.07 | -1.27 | 43 / 102 |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.41 | 12.7 | 12.59 |
Sharpe Ratio | 0.51 | 0.48 | 0.6 |
R-Squared | 98.46 | 95.38 | -- |
Beta | 0.98 | 0.99 | -- |
Alpha | -1.11 | -1.56 | -- |
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 Nov 2020) |
93.76 |
Minimum Investment $ | 20,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Sep 2014
Domestic Equity | 32.482 |
International Equity | 33.630 |
Listed Property | 6.449 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 4.371 |
International Fixed Interest | 3.895 |
Cash | 4.640 |
Other | 14.533 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 04 Mar 2021
APIR Code | AMP1582AU |
Legal Type | Allocated Pension |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 2.4247 |
Exit Price $ | 2.4247 |
Exit Price 1 Week Change $ |
-0.0105 |
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) | 0.7400 |
Max Management Fee pa![]() |
0.18% |
Max Admin Fee pa![]() |
0.50% |
Performance Fee pa (30 Jun 2020) |
0.00% |
Max Brokerage | 0.0000 |