Morningstar Fund Report
AMP SigSup-Professional Growth
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP SigSup-Professional Growth

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Aggressive
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 6.93 | -2.08 | 23.03 | -0.78 |
+/- Cat | -0.13 | -1.92 | -0.27 | -1.70 |
+/- Index | -3.22 | 0.09 | -3.92 | -0.79 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.36 | -0.69 | -0.04 | 94 / 122 |
3 Month | -1.61 | -0.60 | -0.31 | 96 / 122 |
1 Year | 2.65 | -1.96 | -1.77 | 102 / 122 |
3 Year | 6.74 | -1.43 | -1.72 | 73 / 119 |
5 Year | 6.79 | -1.14 | -2.00 | 63 / 95 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 10.81 | 11.15 | 13.2 |
Sharpe Ratio | 0.62 | 0.65 | 0.66 |
R-Squared | 98.84 | 95.88 | -- |
Beta | 0.82 | 0.83 | -- |
Alpha | -0.3 | -0.06 | -- |
Fund Details
Fund Inception | 21 Nov 2011 |
Responsible Entity | N. M. Superannuation Pty Ltd |
Fund Manager | IPAC Asset Management Limited |
Base Currency | $A |
Net Assets $Mil (as at 30 Apr 2022) |
65.35 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Sep 2014
Domestic Equity | 35.821 |
International Equity | 37.584 |
Listed Property | 4.166 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 4.301 |
International Fixed Interest | 5.257 |
Cash | 3.048 |
Other | 9.824 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 May 2022
APIR Code | AMP1731AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 2.4117 |
Exit Price $ | 2.4117 |
Exit Price 1 Week Change $ |
-0.0071 |
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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Prosective Fees & Costs
as at 01 Oct 2021
Total Cost Ratio (Prospective) | 1.05% |
Investment Management Fee | 0.51% |
Performance Fee Costs | 0.05% |
Administration Fees & Costs | 0.29% |
Buy Spread/Sell Spread | 0.00% / 0.00% |