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About

Morningstar Fund Report

AMP SigSup AP-Plato Australian Shr Inc

Retail

Fund Report | Report generated 21 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: AMP SigSup AP-Plato Australian Shr Inc
Index
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 2022
Total 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 2022
3-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 0
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%