Morningstar Fund Report
AMP SuperLeader High Growth
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 2021Total 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 20213-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 |
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3 Year |
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5 Year |
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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 | -- |