Morningstar Fund Report
AMP - Corporate Super - Secure Growth
Fund Report | Report generated 25 Jan 2022 | 
Performance
31 Dec 2021
Growth of $10,000
Fund: AMP - Corporate Super - Secure Growth
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category: Multisector Growth
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Dec-21 | |
|---|---|---|---|---|
| Fund | 7.81 | -2.53 | 11.04 | 4.20 |
| +/- Cat | 1.21 | -1.37 | -6.25 | 0.25 |
| +/- Index | -2.01 | -1.48 | -9.35 | -0.31 |
Trailing Total Returns
as at 31 Dec 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 1.35 | -0.29 | -0.58 | 233 / 306 |
| 3 Month | 2.73 | 0.22 | -0.45 | 118 / 304 |
| 1 Year | 10.01 | -2.54 | -4.34 | 282 / 304 |
| 3 Year | 7.09 | -3.00 | -5.27 | 281 / 300 |
| 5 Year | 5.95 | -1.47 | -3.30 | 194 / 239 |
Risk Analysis
as at 31 Dec 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 6.16 | 8.58 | 10.36 |
| Sharpe Ratio | 1.06 | 1.08 | 1.13 |
| R-Squared | 88.31 | 94.94 | -- |
| Beta | 0.56 | 0.81 | -- |
| Alpha | -0.01 | -0.34 | -- |
Fund Details
| Fund Inception | 01 Apr 1988 |
| Responsible Entity | AMP Life Limited |
| Fund Manager | AMP Capital Investors Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 30 Nov 2021) |
0.01 |
| Minimum Investment $ | 1,000 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Apr 2020
| Domestic Equity | 23.960 |
| International Equity | 23.413 |
| Listed Property | 0.000 |
| Unlisted Property | 0.031 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 27.837 |
| Cash | 22.052 |
| Other | 2.707 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 31 Dec 2021
| APIR Code | NML0503AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Growth |
| Entry Price $ | 140.9966 |
| Exit Price $ | 140.6938 |
| Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
Prosective Fees & Costs
as at 30 Jun 2016
| Total Cost Ratio (Prospective) | 1.57% |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |