Morningstar Fund Report
AMP - SuperGuard 2 - Mature - Managed
Fund Report | Report generated 29 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: AMP - SuperGuard 2 - Mature - Managed
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category: Multisector Growth
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | 6.87 | -2.96 | 15.79 | 0.73 |
| +/- Cat | 0.26 | -1.79 | -1.50 | 0.56 |
| +/- Index | -2.96 | -1.90 | -4.60 | 1.82 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.75 | -0.47 | 0.30 | 226 / 306 |
| 3 Month | 0.20 | 1.31 | 1.86 | 35 / 306 |
| 1 Year | 3.06 | 0.00 | 0.58 | 129 / 305 |
| 3 Year | 4.72 | -1.02 | -1.85 | 180 / 302 |
| 5 Year | 5.21 | -0.66 | -1.91 | 138 / 240 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 9.07 | 8.69 | 10.62 |
| Sharpe Ratio | 0.52 | 0.61 | 0.62 |
| R-Squared | 94.57 | 94.47 | -- |
| Beta | 0.83 | 0.8 | -- |
| Alpha | -0.8 | -0.04 | -- |
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 30 Apr 2022) |
1.66 |
| Minimum Investment $ | 1,000 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Apr 2022
| Domestic Equity | 28.941 |
| International Equity | 30.521 |
| Listed Property | 5.581 |
| Unlisted Property | 9.670 |
| Domestic Fixed Interest | 10.550 |
| International Fixed Interest | 9.991 |
| Cash | 4.746 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 30 Apr 2022
| APIR Code | NML0710AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Growth |
| Entry Price $ | 43.8197 |
| Exit Price $ | 43.7001 |
| 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) | 2.03% |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |