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About

Morningstar Fund Report

AMP FS R-Antipodes Global

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Fund Report | Report generated 07 May 2021 |  Read the Analyst Research Report

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: AMP FS R-Antipodes Global
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Mar-21
Fund 12.62 0.95 -3.68 17.88
+/- Cat -0.84 -7.20 -5.69 -0.04
+/- Index -2.77 -11.00 -8.85 1.26

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 5.74 1.42 0.65 15 / 160
3 Month 7.10 0.37 0.77 70 / 159
1 Year 15.55 -9.34 -8.00 129 / 159
3 Year 5.25 -5.39 -7.92 134 / 148
5 Year 8.68 -3.05 -4.99 131 / 144

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.29 12.34 12.16
Sharpe Ratio 0.48 0.86 1
R-Squared 41.83 80.21 --
Beta 0.5 0.9 --
Alpha -1.5 -0.59 --

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)
50.48
Minimum Investment $ 20,000
Regular Savings Plan
(Yes/No)
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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 05 May 2021

APIR Code AMP1586AU
Legal Type Allocated Pension
Status Open
Category Equity World Large Blend
Entry Price $ 2.1996
Exit Price $ 2.1996
Exit Price
1 Week Change $
-0.0228

Morningstar Ratings

Overall 1
3 Year 1
5 Year 1
10 Year 1

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 0.0000