Morningstar Fund Report
AMP SigSup-Winton Global Alpha
Fund Report | Report generated 06 Mar 2021 |
Read the Analyst Research Report


Performance
31 Jan 2021
Growth of $10,000

Fund: AMP SigSup-Winton Global Alpha

Index: RBA Bank accepted Bills 90 Days
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Jan-21 | |
---|---|---|---|---|
Fund | 5.25 | -2.75 | -12.00 | -3.85 |
+/- Cat | -- | -- | -- | -- |
+/- Index | 3.43 | -4.59 | -12.71 | -3.89 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 1.26 | -- | 1.26 | -- |
3 Month | 1.83 | -- | 1.82 | -- |
1 Year | -16.13 | -- | -16.32 | -- |
3 Year | -7.08 | -- | -8.21 | -- |
5 Year | -4.66 | -- | -6.07 | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.17 | -- | 0.23 |
Sharpe Ratio | -1 | -- | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
Fund Details
Fund Inception | 21 Nov 2011 |
Responsible Entity | AMP Superannuation Limited |
Fund Manager | Winton Capital Management Ltd. |
Base Currency | $A |
Net Assets $Mil (as at 30 Nov 2020) |
3.79 |
Minimum Investment $ | 1,500 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Dec 2019
Domestic Equity | 0.000 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.871 |
Other | 99.129 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 04 Mar 2021
APIR Code | AMP1723AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Alternative Strategies |
Entry Price $ | 1.0405 |
Exit Price $ | 1.0405 |
Exit Price 1 Week Change $ |
-0.0091 |
Morningstar Ratings
Overall |
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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) | 1.2000 |
Max Management Fee pa![]() |
1.79% |
Max Admin Fee pa![]() |
0.70% |
Performance Fee pa (30 Jun 2020) |
0.26% |
Max Brokerage | 0.0000 |