Morningstar Fund Report
AMP FLAP-Plato Australian Shares Inc
Performance
31 Mar 2021
Growth of $10,000

Fund: AMP FLAP-Plato Australian Shares Inc

Index: RBA Bank accepted Bills 90 Days
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 11.74 | 9.15 | -5.35 | 16.69 |
+/- Cat | -- | -- | -- | -- |
+/- Index | 9.92 | 7.31 | -6.05 | 16.65 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 3.25 | -- | 3.25 | -- |
3 Month | 3.95 | -- | 3.95 | -- |
1 Year | 36.60 | -- | 36.53 | -- |
3 Year | 9.39 | -- | 8.36 | -- |
5 Year | 9.15 | -- | 7.81 | -- |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 17.14 | -- | 0.23 |
Sharpe Ratio | -- | -- | -- |
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 28 Feb 2021) |
12.62 |
Minimum Investment $ | 20,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Aug 2016

Size | Large Style | Blend
Asset Allocation
% as at 31 Mar 2021
Domestic Equity | 88.195 |
International Equity | 3.842 |
Listed Property | 6.140 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 1.824 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 19 Apr 2021
APIR Code | AMP1856AU |
Legal Type | Allocated Pension |
Status | Open |
Category | Miscellaneous |
Entry Price $ | 1.9704 |
Exit Price $ | 1.9704 |
Exit Price 1 Week Change $ |
0.0273 |
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) | 1.6200 |
Max Management Fee pa![]() |
0.95% |
Max Admin Fee pa![]() |
1.40% |
Performance Fee pa (30 Jun 2020) |
0.00% |
Max Brokerage | -- |