Morningstar Fund Report
AMP SigSup-Plato Australian Shares Inc
Performance
31 May 2022
Growth of $10,000

Fund: AMP SigSup-Plato Australian Shares Inc

Index: RBA Bank accepted Bills 90 Days
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 9.15 | -4.56 | 23.60 | 1.57 |
+/- Cat | -- | -- | -- | -- |
+/- Index | 7.31 | -5.27 | 23.55 | 1.41 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.40 | -- | -2.48 | -- |
3 Month | 2.93 | -- | 2.80 | -- |
1 Year | 3.47 | -- | 3.31 | -- |
3 Year | 7.50 | -- | 7.17 | -- |
5 Year | 7.73 | -- | 6.79 | -- |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 15.55 | -- | 0.12 |
Sharpe Ratio | 0.52 | -- | -- |
R-Squared | 0 | -- | -- |
Beta | 0.42 | -- | -- |
Alpha | 8.21 | -- | -- |
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 May 2022) |
20.64 |
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 Apr 2022
Domestic Equity | 91.487 |
International Equity | 3.030 |
Listed Property | 4.991 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.492 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 Jun 2022
APIR Code | AMP1860AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Australia Fund Miscellaneous |
Entry Price $ | 1.8468 |
Exit Price $ | 1.8468 |
Exit Price 1 Week Change $ |
-0.0180 |
Morningstar Ratings
Overall |
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3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at 01 Oct 2021
Total Cost Ratio (Prospective) | 1.27% |
Investment Management Fee | 0.90% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | 0.29% |
Buy Spread/Sell Spread | 0.00% / 0.00% |