Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1950s

Retail

Fund Report | Report generated 10 May 2021 |

Performance

30 Apr 2021

Growth of $10,000

Fund
Fund: AMP SuperLeader-AMP MySuper 1950s
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Apr-21
Fund 5.27 5.33 -0.31 9.45
+/- Cat -0.02 -0.53 -0.02 0.17
+/- Index -3.16 -4.30 -1.01 -1.17

Trailing Total Returns

as at 30 Apr 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.83 0.17 -0.20 6 / 17
3 Month 3.06 -0.09 -0.98 10 / 17
1 Year 12.25 0.57 -1.22 6 / 17
3 Year 5.11 -0.21 -2.59 12 / 17
5 Year 5.37 0.10 -2.15 3 / 9

Risk Analysis

as at 30 Apr 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.46 6.03 7.89
Sharpe Ratio 0.65 0.75 0.86
R-Squared 95.43 96.6 --
Beta 0.8 0.75 --
Alpha -1.2 -0.57 --

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)
145.50
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 17.919
International Equity 22.548
Listed Property 2.699
Unlisted Property 1.409
Domestic Fixed Interest 16.069
International Fixed Interest 20.089
Cash 9.219
Other 10.048

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 06 May 2021

APIR Code AMP1893AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.4669
Exit Price $ 1.4669
Exit Price
1 Week Change $
-0.0010

Morningstar Ratings

Overall 3
3 Year 2
5 Year 4
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) 0.5100
Max Management Fee pa 0.30%
Max Admin Fee pa 0.29%
Performance Fee pa
(30 Jun 2020)
0.04%
Max Brokerage 0.0000