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About

Morningstar Fund Report

AMP SigSup-AMP MySuper 1990s

Retail

Fund Report | Report generated 29 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: AMP SigSup-AMP MySuper 1990s
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Life Stages – 1990s and later

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 6.01 -2.89 23.64 4.51
+/- Cat -1.14 -0.30 -0.14 -0.46
+/- Index -4.15 -0.72 -3.31 -1.38

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.95 -0.31 -0.45 17 / 19
3 Month 3.75 0.03 -0.50 13 / 19
1 Year 16.70 -0.24 -2.71 18 / 19
3 Year 12.00 -0.56 -3.26 16 / 19
5 Year 8.76 -0.49 -2.42 11 / 14

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.96 10.7 12.93
Sharpe Ratio 1.14 1.1 1.13
R-Squared 97.99 98.26 --
Beta 0.76 0.82 --
Alpha 0.21 -0.24 --

Fund Details

Fund Inception 01 Jan 2014
Responsible Entity N.M. Superannuation Proprietary Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 30 Nov 2021)
1,547.15
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2021

Domestic Equity 32.679
International Equity 41.028
Listed Property 3.459
Unlisted Property 2.329
Domestic Fixed Interest 1.779
International Fixed Interest 4.969
Cash 2.479
Other 11.278

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 24 Jan 2022

APIR Code AMP1891AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.8979
Exit Price $ 1.8979
Exit Price
1 Week Change $
-0.0496

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year  

Prosective Fees & Costs

as at 07 May 2021

Total Cost Ratio (Prospective) 1.10%
Investment Management Fee 0.30%
Performance Fee Costs 0.07%
Administration Fees & Costs 0.29%
Buy Spread/Sell Spread 0.00% / 0.00%