Morningstar Fund Report
AMP SigSup AP-Plato Australian Shr Inc
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP SigSup AP-Plato Australian Shr Inc

Index: RBA Bank accepted Bills 90 Days
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 9.99 | -4.61 | 26.81 | 4.83 |
+/- Cat | -- | -- | -- | -- |
+/- Index | 8.14 | -5.32 | 26.76 | 4.76 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.38 | -- | -0.41 | -- |
3 Month | 7.95 | -- | 7.90 | -- |
1 Year | 9.72 | -- | 9.63 | -- |
3 Year | 10.14 | -- | 9.78 | -- |
5 Year | 8.96 | -- | 8.01 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 17.08 | -- | 0.13 |
Sharpe Ratio | 0.64 | -- | -- |
R-Squared | 2.47 | -- | -- |
Beta | -95.08 | -- | -- |
Alpha | 5.02 | -- | -- |
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 Apr 2022) |
51.66 |
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 17 May 2022
APIR Code | AMP1864AU |
Legal Type | Allocated Pension |
Status | Open |
Category | Australia Fund Miscellaneous |
Entry Price $ | 2.2021 |
Exit Price $ | 2.2021 |
Exit Price 1 Week Change $ |
0.0222 |
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) | 1.25% |
Investment Management Fee | 0.90% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | 0.29% |
Buy Spread/Sell Spread | 0.00% / 0.00% |