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About

Morningstar Fund Report

AMP SigSup-AMP MySuper 1980s

Retail

Fund Report | Report generated 25 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: AMP SigSup-AMP MySuper 1980s
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1980s

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 6.28 -2.29 23.84 0.77
+/- Cat -0.89 0.22 -0.06 -0.35
+/- Index -4.92 -1.43 -0.85 -1.90

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.67 0.39 0.73 3 / 16
3 Month 0.77 -0.35 -1.90 12 / 16
1 Year 22.33 -0.72 -3.14 7 / 16
3 Year 8.19 -0.33 -2.54 12 / 16
5 Year 9.00 -0.12 -2.54 4 / 8

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.29 11.17 12.82
Sharpe Ratio 0.75 0.73 0.81
R-Squared 95.92 96.3 --
Beta 0.79 0.86 --
Alpha -0.43 -0.72 --

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 30 Sep 2021)
1,304.91
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 32.920
International Equity 39.070
Listed Property 2.170
Unlisted Property 3.740
Domestic Fixed Interest 2.040
International Fixed Interest 5.150
Cash 1.900
Other 13.010

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 21 Oct 2021

APIR Code AMP1890AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.9375
Exit Price $ 1.9375
Exit Price
1 Week Change $
0.0232

Morningstar Ratings

Overall 4
3 Year 3
5 Year 4
10 Year  

Prosective Fees & Costs

as at 07 May 2021

Total Cost Ratio (Prospective) 1.11%
Investment Management Fee 0.30%
Performance Fee Costs 0.08%
Administration Fees & Costs 0.29%
Buy Spread/Sell Spread 0.00% / 0.00%