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About

Morningstar Fund Report

AMP SigSup-AMP MySuper 1970s

Retail

Fund Report | Report generated 06 May 2021 |

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: AMP SigSup-AMP MySuper 1970s
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1970s

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Mar-21
Fund 9.36 5.96 -1.92 14.35
+/- Cat -0.21 -1.03 0.28 -1.19
+/- Index -3.38 -5.24 -1.07 -1.03

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.54 -0.23 -0.98 14 / 16
3 Month 4.23 -0.26 -0.21 10 / 16
1 Year 21.77 -2.59 -4.84 14 / 16
3 Year 7.15 -0.79 -3.39 12 / 16
5 Year 8.19 -0.18 -2.57 6 / 8

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.21 10.46 12.6
Sharpe Ratio 0.69 0.69 0.78
R-Squared 95.81 96.22 --
Beta 0.72 0.82 --
Alpha -0.72 -0.88 --

Fund Details

Fund Inception 01 Jan 2014
Responsible Entity N. M. Superannuation Pty Ltd
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2021)
1,813.54
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2021

Domestic Equity 27.710
International Equity 36.910
Listed Property 2.160
Unlisted Property 3.600
Domestic Fixed Interest 6.090
International Fixed Interest 6.370
Cash 2.390
Other 14.770

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 04 May 2021

APIR Code AMP1889AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.7760
Exit Price $ 1.7760
Exit Price
1 Week Change $
-0.0005

Morningstar Ratings

Overall 3
3 Year 2
5 Year 3
10 Year  

Fees & Expenses

One-Time

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

Annual

ICR pa (30 Jun 2020) 0.5500
Max Management Fee pa 0.30%
Max Admin Fee pa 0.29%
Performance Fee pa
(30 Jun 2020)
0.08%
Max Brokerage --