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About

Morningstar Fund Report

AMP SuperLeader High Growth

Retail

Fund Report | Report generated 25 Jul 2021 |

Performance

30 Jun 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-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
3 Year 3
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) 1.3700
Max Management Fee pa 0.67%
Max Admin Fee pa 0.32%
Performance Fee pa
(30 Jun 2020)
0.00%
Max Brokerage --