Morningstar Fund Report
AMP SigSup-AMP MySuper 1950s
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP SigSup-AMP MySuper 1950s

Index: Morningstar AUS Balance Tgt Alloc NR AUD

Category: Multisector Life Stages – 1950s
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 5.33 | -0.31 | 11.86 | -2.72 |
+/- Cat | -0.53 | -0.02 | 0.28 | -0.73 |
+/- Index | -3.72 | -1.02 | -2.22 | 0.20 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.70 | -0.07 | 0.30 | 10 / 14 |
3 Month | -2.56 | -0.31 | 0.39 | 12 / 14 |
1 Year | -0.58 | -0.66 | -0.34 | 10 / 14 |
3 Year | 3.26 | -0.22 | -1.32 | 10 / 14 |
5 Year | 3.75 | -0.23 | -1.72 | 8 / 11 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 6.38 | 6.22 | 7.81 |
Sharpe Ratio | 0.48 | 0.53 | 0.57 |
R-Squared | 97.47 | 97.85 | -- |
Beta | 0.81 | 0.79 | -- |
Alpha | -0.52 | -0.14 | -- |
Fund Details
Fund Inception | 01 Jan 2014 |
Responsible Entity | N.M. Superannuation Proprietary Limited |
Fund Manager | National Mutual Funds Management Limited |
Base Currency | $A |
Net Assets $Mil (as at 30 Apr 2022) |
967.72 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 17.339 |
International Equity | 22.688 |
Listed Property | 3.449 |
Unlisted Property | 1.139 |
Domestic Fixed Interest | 14.749 |
International Fixed Interest | 23.909 |
Cash | 8.719 |
Other | 8.008 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 20 May 2022
APIR Code | AMP1887AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1950s |
Entry Price $ | 1.4335 |
Exit Price $ | 1.4335 |
Exit Price 1 Week Change $ |
-0.0021 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at 01 Oct 2021
Total Cost Ratio (Prospective) | 0.83% |
Investment Management Fee | 0.26% |
Performance Fee Costs | 0.08% |
Administration Fees & Costs | 0.29% |
Buy Spread/Sell Spread | 0.00% / 0.00% |