Morningstar Fund Report
AMP - Corporate Super - Secure Growth
Performance
31 May 2022
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 | May-22 | |
---|---|---|---|---|
Fund | 7.81 | -2.53 | 11.04 | 2.18 |
+/- Cat | 1.21 | -1.37 | -6.25 | 3.18 |
+/- Index | -2.01 | -1.48 | -9.35 | 4.88 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.05 | 0.11 | 0.57 | 122 / 294 |
3 Month | -0.28 | 1.05 | 1.92 | 17 / 294 |
1 Year | 3.42 | 2.75 | 3.91 | 19 / 294 |
3 Year | 3.93 | -1.60 | -2.23 | 231 / 290 |
5 Year | 4.89 | -0.69 | -1.93 | 128 / 231 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 6.12 | 8.68 | 10.68 |
Sharpe Ratio | 0.6 | 0.59 | 0.58 |
R-Squared | 87.88 | 94.52 | -- |
Beta | 0.54 | 0.79 | -- |
Alpha | 0.36 | 0.11 | -- |
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 31 May 2022) |
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 May 2022
APIR Code | NML0503AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Growth |
Entry Price $ | 138.2428 |
Exit Price $ | 137.9548 |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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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 | -- / -- |