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About

Morningstar Fund Report

AMP SigSup AP-Plato Australian Shr Inc

Retail

Fund Report | Report generated 23 Apr 2021 |

Performance

31 Mar 2021

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-18 Jun-19 Jun-20 Mar-21
Fund 12.83 9.99 -4.61 17.36
+/- Cat -- -- -- --
+/- Index 11.00 8.14 -5.32 17.32

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.32 -- 3.32 --
3 Month 4.15 -- 4.14 --
1 Year 37.65 -- 37.58 --
3 Year 10.23 -- 9.20 --
5 Year 10.08 -- 8.74 --

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 17.15 -- 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)
3.17
Minimum Investment $ 5,000
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 20 Apr 2021

APIR Code AMP1864AU
Legal Type Allocated Pension
Status Open
Category Miscellaneous
Entry Price $ 2.0820
Exit Price $ 2.0820
Exit Price
1 Week Change $
0.0204

Morningstar Ratings

Overall 0
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) 0.9400
Max Management Fee pa 0.90%
Max Admin Fee pa 0.70%
Performance Fee pa
(30 Jun 2020)
0.00%
Max Brokerage 0.0000