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About

Morningstar Fund Report

AMP - SuperGuard 2 - Mature - Cap Gtd

Retail

Fund Report | Report generated 28 Jun 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: AMP - SuperGuard 2 - Mature - Cap Gtd
Index
Index: Bloomberg AusBond Composite 0+Y TR AUD
Category
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 2022
Total 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 2022
3-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 4
3 Year 4
5 Year 4
10 Year 4

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 -- / --