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About

Morningstar Fund Report

AMP SigSup-Professional High Growth

Retail

Fund Report | Report generated 23 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: AMP SigSup-Professional High Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 7.53 -2.12 25.89 4.95
+/- Cat 0.47 -1.96 2.59 -0.29
+/- Index -2.62 0.06 -1.06 -0.94

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.19 0.17 -0.21 47 / 128
3 Month 3.46 0.07 -0.79 65 / 127
1 Year 17.75 0.58 -1.66 39 / 127
3 Year 13.79 0.26 -1.48 25 / 123
5 Year 9.84 0.05 -1.33 24 / 101

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 11.63 10.94 12.93
Sharpe Ratio 1.13 1.11 1.13
R-Squared 98.56 96.41 --
Beta 0.89 0.83 --
Alpha 0.08 -0.18 --

Fund Details

Fund Inception 20 Dec 2011
Responsible Entity N. M. Superannuation Pty Ltd
Fund Manager IPAC Asset Management Limited
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2021)
59.72
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 40.628
International Equity 46.822
Listed Property 3.110
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.554
Other 5.887

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Jan 2022

APIR Code AMP1732AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 2.8225
Exit Price $ 2.8225
Exit Price
1 Week Change $
-0.0540

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year 4

Prosective Fees & Costs

as at 07 May 2021

Total Cost Ratio (Prospective) 1.94%
Investment Management Fee 0.84%
Performance Fee Costs 0.01%
Administration Fees & Costs 0.70%
Buy Spread/Sell Spread 0.00% / 0.00%