Morningstar Fund Report
AMP FS R-AMP Super Easy High Growth
Fund Report | Report generated 19 Apr 2021 |
Read the Analyst Research Report


Performance
31 Mar 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-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 11.43 | 9.94 | -2.53 | 17.47 |
+/- Cat | 0.49 | 2.08 | 0.67 | -0.19 |
+/- Index | -1.31 | -1.26 | -1.67 | 2.10 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 3.00 | -0.17 | -0.52 | 62 / 112 |
3 Month | 4.93 | -0.34 | 0.49 | 73 / 111 |
1 Year | 29.95 | 1.22 | 3.34 | 59 / 110 |
3 Year | 9.95 | 1.18 | -0.60 | 20 / 107 |
5 Year | 10.03 | 0.54 | -0.73 | 27 / 103 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 13.44 | 12.73 | 12.6 |
Sharpe Ratio | 0.7 | 0.67 | 0.78 |
R-Squared | 98.71 | 94.9 | -- |
Beta | 1.06 | 0.98 | -- |
Alpha | -1.02 | -1.25 | -- |
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 28 Feb 2021) |
49.75 |
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
Learn more
Quick Stats
as at 15 Apr 2021
APIR Code | AMP1583AU |
Legal Type | Allocated Pension |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 2.7215 |
Exit Price $ | 2.7215 |
Exit Price 1 Week Change $ |
0.0136 |
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![]() |
0.20% |
Max Admin Fee pa![]() |
0.50% |
Performance Fee pa (30 Jun 2020) |
0.00% |
Max Brokerage | 0.0000 |