Morningstar Fund Report
AMP FS Super-Plato Australian Shares Inc
Performance
31 Jan 2021
Growth of $10,000

Fund: AMP FS Super-Plato Australian Shares Inc

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 2021Total 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 20213-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 |
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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) | 1.1500 |
Max Management Fee pa![]() |
0.95% |
Max Admin Fee pa![]() |
0.85% |
Performance Fee pa (30 Jun 2020) |
0.00% |
Max Brokerage | 0.0000 |