Morningstar Fund Report
AMP - SuperGuard 2 - Mature - Cap Gtd
Performance
31 May 2022
Growth of $10,000

Fund: AMP - SuperGuard 2 - Mature - Cap Gtd

Index: Bloomberg AusBond Composite 0+Y TR AUD

Category: Reserve Backed
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 1.71 | 1.06 | 0.17 | 0.69 |
+/- Cat | -0.15 | -0.38 | -0.65 | 0.77 |
+/- Index | -7.86 | -3.12 | 1.01 | 9.85 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.08 | 0.14 | 0.97 | 4 / 24 |
3 Month | 0.25 | 0.70 | 6.27 | 3 / 24 |
1 Year | 0.74 | 0.71 | 9.27 | 5 / 24 |
3 Year | 0.68 | -0.11 | 2.44 | 3 / 24 |
5 Year | 1.08 | -0.01 | 0.09 | 3 / 24 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 0.13 | 0.9 | 4.96 |
Sharpe Ratio | 4.59 | 0.37 | -0.4 |
R-Squared | 6.32 | 37.58 | -- |
Beta | 0 | 0.11 | -- |
Alpha | 0.33 | 0.6 | -- |
Fund Details
Fund Inception | 01 May 1992 |
Responsible Entity | AMP Life Limited |
Fund Manager | AMP Capital Investors Limited |
Base Currency | $A |
Net Assets $Mil (as at 31 May 2022) |
8.14 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 May 2022
Domestic Equity | 8.805 |
International Equity | 5.206 |
Listed Property | 0.000 |
Unlisted Property | 2.677 |
Domestic Fixed Interest | 31.753 |
International Fixed Interest | 31.753 |
Cash | 19.806 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 31 May 2022
APIR Code | NML0708AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Reserve Backed |
Entry Price $ | 33.4570 |
Exit Price $ | 33.4570 |
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) | 3.37% |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |