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About

Morningstar Fund Report

AMP SigSup-Plato Australian Shares Inc

Retail

Fund Report | Report generated 16 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

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

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 9.15 -4.56 23.60 0.62
+/- Cat -- -- -- --
+/- Index 7.31 -5.27 23.55 0.62

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.82 -- -1.82 --
3 Month 0.62 -- 0.62 --
1 Year 23.89 -- 23.86 --
3 Year 8.49 -- 7.79 --
5 Year 8.85 -- 7.71 --

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 15.46 -- 0.21
Sharpe Ratio 0.56 -- --
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 31 Aug 2021)
9.59
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Aug 2016

Size | Large Style | Blend

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 89.041
International Equity 3.477
Listed Property 6.218
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.263
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 14 Oct 2021

APIR Code AMP1860AU
Legal Type Superannuation Fund
Status Open
Category Australia Fund Miscellaneous
Entry Price $ 1.9709
Exit Price $ 1.9709
Exit Price
1 Week Change $
0.0034

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 07 May 2021

Total Cost Ratio (Prospective) 1.92%
Investment Management Fee 0.90%
Performance Fee Costs 0.00%
Administration Fees & Costs 0.70%
Buy Spread/Sell Spread 0.00% / 0.00%