Morningstar Fund Report
AMP SuperLeader High Growth
Fund Report | Report generated 02 Mar 2021 | 
Performance
31 Jan 2021
Growth of $10,000
Fund: AMP SuperLeader High Growth
Index: Morningstar Aus Msec Aggressive TR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-18 | Jun-19 | Jun-20 | Jan-21 | |
|---|---|---|---|---|
| Fund | 10.59 | 7.83 | -2.48 | 11.06 |
| +/- Cat | 0.19 | 0.76 | -2.32 | -0.07 |
| +/- Index | -2.15 | -3.37 | -1.62 | 0.85 |
Trailing Total Returns
as at 31 Jan 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 0.52 | 0.16 | 0.76 | 50 / 160 |
| 3 Month | 8.49 | 0.18 | 0.60 | 112 / 160 |
| 1 Year | 0.88 | -2.36 | 1.54 | 57 / 158 |
| 3 Year | 6.20 | -0.49 | -1.99 | 47 / 132 |
| 5 Year | 7.83 | -0.87 | -2.02 | 72 / 125 |
Risk Analysis
as at 31 Jan 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 10.64 | 11.44 | 12.59 |
| Sharpe Ratio | 0.51 | 0.47 | 0.6 |
| R-Squared | 97.71 | 94.58 | -- |
| Beta | 0.84 | 0.89 | -- |
| Alpha | -0.86 | -1.48 | -- |
Fund Details
| Fund Inception | 25 Oct 2013 |
| Responsible Entity | N. M. Superannuation Pty Ltd |
| Fund Manager | AMP Capital Investors Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 30 Nov 2020) |
102.42 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Dec 2020
| Domestic Equity | 36.159 |
| International Equity | 45.447 |
| Listed Property | 6.168 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 7.059 |
| International Fixed Interest | 4.229 |
| Cash | 0.939 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 26 Feb 2021
| APIR Code | AMP1885AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 1.7221 |
| Exit Price $ | 1.7221 |
| Exit Price 1 Week Change $ |
-0.0275 |
Morningstar Ratings
| Overall |
|
| 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) | 0.5200 |
| Max Management Fee pa |
0.67% |
| Max Admin Fee pa |
0.32% |
| Performance Fee pa (30 Jun 2020) |
0.03% |
| Max Brokerage | -- |