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About

Morningstar Fund Report

AMP - SuperGuard 2 - Managed Pfolio

Retail

Fund Report | Report generated 28 Feb 2021 |

Performance

31 Jan 2021

Growth of $10,000

Fund
Fund: AMP - SuperGuard 2 - Managed Pfolio
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Jan 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.07 -0.22 0.31 276 / 356
3 Month 5.96 -0.49 -0.32 279 / 356
1 Year -1.70 -2.86 -1.28 310 / 355
3 Year 3.46 -1.70 -3.84 246 / 294
5 Year 4.84 -1.82 -3.51 249 / 280

Risk Analysis

as at 31 Jan 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.31 8.93 --
Sharpe Ratio 0.29 0.48 --
R-Squared 93.26 94.04 --
Beta 0.86 0.83 --
Alpha -2.84 -1.18 --

Fund Details

Fund Inception 31 Mar 1990
Responsible Entity AMP Life Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2020)
0.00
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2021

Domestic Equity 28.246
International Equity 31.450
Listed Property 5.644
Unlisted Property 8.610
Domestic Fixed Interest 10.254
International Fixed Interest 9.718
Cash 6.078
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 31 Jan 2021

APIR Code NML0707AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 153.6218
Exit Price $ 153.1793
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 1
3 Year 2
5 Year 1
10 Year 1

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 3.00%
Buy/Sell Spread 0.3109

Annual

ICR pa (30 Jun 2016) 3.0300
Max Management Fee pa 3.0296%
Max Admin Fee pa 2.35%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.1500