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About

Morningstar Fund Report

AMP SuperLeader High Growth

Retail

Fund Report | Report generated 02 Mar 2021 |

Performance

31 Jan 2021

Growth of $10,000

Fund
Fund: AMP SuperLeader High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
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
3 Year 4
5 Year 3
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 --