Morningstar Fund Report
AMP SigSup-Professional Growth
Fund Report | Report generated 25 May 2022 | 
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 2022| Total 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 2022| 3-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 |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
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% |