Morningstar Fund Report
AMP SuperLeader High Growth
Fund Report | Report generated 25 Jul 2021 | 
Performance
30 Jun 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-19 | Jun-20 | Jun-21 | Jun-21 | |
|---|---|---|---|---|
| Fund | 7.83 | -2.48 | 22.71 | 22.71 |
| +/- Cat | 0.76 | -2.32 | -0.55 | -0.55 |
| +/- Index | -3.37 | -1.62 | -1.98 | -1.98 |
Trailing Total Returns
as at 30 Jun 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 2.44 | 0.27 | -0.82 | 47 / 144 |
| 3 Month | 6.46 | -0.01 | -1.61 | 89 / 143 |
| 1 Year | 22.71 | -0.55 | -1.98 | 98 / 143 |
| 3 Year | 8.87 | -0.76 | -2.32 | 60 / 135 |
| 5 Year | 9.34 | -0.84 | -2.24 | 74 / 114 |
Risk Analysis
as at 30 Jun 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 10.71 | 11.42 | 12.66 |
| Sharpe Ratio | 0.77 | 0.74 | 0.84 |
| R-Squared | 97.78 | 94.68 | -- |
| Beta | 0.84 | 0.88 | -- |
| Alpha | -0.63 | -1.05 | -- |
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 31 May 2021) |
112.92 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Jun 2021
| Domestic Equity | 36.432 |
| International Equity | 45.897 |
| Listed Property | 6.404 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 6.002 |
| International Fixed Interest | 3.672 |
| Cash | 1.592 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 22 Jul 2021
| APIR Code | AMP1885AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 1.8989 |
| Exit Price $ | 1.8989 |
| Exit Price 1 Week Change $ |
0.0033 |
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) | 1.3700 |
| Max Management Fee pa |
0.67% |
| Max Admin Fee pa |
0.32% |
| Performance Fee pa (30 Jun 2020) |
0.00% |
| Max Brokerage | -- |