Morningstar Fund Report
AMP FS R-AMP Super Easy High Growth
Fund Report | Report generated 04 Aug 2021 | 
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Performance
30 Jun 2021
Growth of $10,000
Fund: AMP FS R-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 | Jun-21 | |
|---|---|---|---|---|
| Fund | 9.94 | -2.53 | 26.49 | 26.49 |
| +/- Cat | 2.08 | 0.67 | 0.67 | 0.67 |
| +/- Index | -1.26 | -1.67 | 1.80 | 1.80 |
Trailing Total Returns
as at 30 Jun 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 2.81 | 0.37 | -0.45 | 17 / 91 |
| 3 Month | 7.67 | 0.61 | -0.40 | 20 / 91 |
| 1 Year | 26.49 | 0.67 | 1.80 | 43 / 90 |
| 3 Year | 10.67 | 1.15 | -0.52 | 18 / 88 |
| 5 Year | 10.90 | 0.60 | -0.68 | 27 / 85 |
Risk Analysis
as at 30 Jun 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 13.49 | 12.62 | 12.66 |
| Sharpe Ratio | 0.76 | 0.74 | 0.84 |
| R-Squared | 98.71 | 95.26 | -- |
| Beta | 1.06 | 0.97 | -- |
| Alpha | -0.98 | -1.06 | -- |
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 31 May 2021) |
51.98 |
| 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 | 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 
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Quick Stats
as at 30 Jul 2021
| APIR Code | AMP1583AU |
| Legal Type | Allocated Pension |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 2.9007 |
| Exit Price $ | 2.9007 |
| Exit Price 1 Week Change $ |
-0.0011 |
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) | 0.7700 |
| Max Management Fee pa |
0.20% |
| Max Admin Fee pa |
0.50% |
| Performance Fee pa (30 Jun 2020) |
0.00% |
| Max Brokerage | 0.0000 |