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About

Morningstar Fund Report

AMP FS Super-Plato Australian Shares Inc

Retail

Fund Report | Report generated 02 Mar 2021 |

Performance

31 Jan 2021

Growth of $10,000

Fund
Fund: AMP FS Super-Plato Australian Shares Inc
Index
Index: RBA Bank accepted Bills 90 Days

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Jan-21
Fund 10.00 8.97 -4.73 11.10
+/- Cat -- -- -- --
+/- Index 8.18 7.12 -5.43 11.06

Trailing Total Returns

as at 31 Jan 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.05 -- 0.05 --
3 Month 9.28 -- 9.27 --
1 Year -2.38 -- -2.56 --
3 Year 6.53 -- 5.40 --
5 Year 7.86 -- 6.44 --

Risk Analysis

as at 31 Jan 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 15.56 -- 0.23
Sharpe Ratio 0.42 -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Jul 2013
Responsible Entity N. M. Superannuation Pty Ltd
Fund Manager Plato Investment Management Limited
Base Currency $A
Net Assets $Mil
(as at 30 Oct 2020)
10.74
Minimum Investment $ 1,500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Aug 2016

Size | Large Style | Blend

Asset Allocation

% as at 31 Dec 2020

Domestic Equity 86.192
International Equity 3.761
Listed Property 8.668
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.379
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 26 Feb 2021

APIR Code AMP1868AU
Legal Type Superannuation Fund
Status Open
Category Miscellaneous
Entry Price $ 1.7585
Exit Price $ 1.7585
Exit Price
1 Week Change $
-0.0281

Morningstar Ratings

Overall 0
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) 1.1500
Max Management Fee pa 0.95%
Max Admin Fee pa 0.85%
Performance Fee pa
(30 Jun 2020)
0.00%
Max Brokerage 0.0000