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About

Morningstar Fund Report

AMP MFIP-AMP Cash

Retail

Fund Report | Report generated 21 Apr 2021 |

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: AMP MFIP-AMP Cash
Index
Index: RBA Bank accepted Bills 90 Days
Category
Category: Australian Cash

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Mar-21
Fund 0.15 0.48 0.00 0.00
+/- Cat -0.95 -0.94 -0.73 -0.14
+/- Index -1.67 -1.36 -0.70 -0.04

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.00 -0.01 0.00 19 / 41
3 Month 0.00 -0.04 -0.01 20 / 41
1 Year 0.00 -0.33 -0.07 32 / 41
3 Year 0.18 -0.70 -0.85 35 / 40
5 Year 0.24 -0.68 -1.10 31 / 37

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 0.09 0.27 0.23
Sharpe Ratio -4.46 -0.86 --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 05 Apr 1994
Responsible Entity AMP Superannuation Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2019)
13.74
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 100.000
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Apr 2021

APIR Code AMP0470AU
Legal Type Allocated Pension
Status Open
Category Australian Cash
Entry Price $ 2.1697
Exit Price $ 2.1697
Exit Price
1 Week Change $
0.0000

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 4.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2016) 0.3000
Max Management Fee pa 1.85%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.4000