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About

Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1950s

Retail

Fund Report | Report generated 25 Feb 2021 |

Performance

31 Jan 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 Jan-21
Fund 5.27 5.33 -0.31 6.20
+/- Cat -0.02 -0.53 -0.02 0.25
+/- Index -3.16 -4.30 -1.01 -0.12

Trailing Total Returns

as at 31 Jan 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.00 0.05 0.33 6 / 17
3 Month 4.16 -0.17 -0.42 10 / 17
1 Year 1.02 0.12 0.63 12 / 17
3 Year 4.09 -0.24 -2.49 13 / 17
5 Year 5.12 0.10 -2.05 3 / 9

Risk Analysis

as at 31 Jan 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.44 5.98 7.85
Sharpe Ratio 0.48 0.57 0.71
R-Squared 95.5 96.44 --
Beta 0.8 0.75 --
Alpha -1.38 -0.73 --

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 Nov 2020)
146.86
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2020

Domestic Equity 17.341
International Equity 18.562
Listed Property 2.491
Unlisted Property 1.331
Domestic Fixed Interest 16.471
International Fixed Interest 20.071
Cash 13.991
Other 9.743

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 Feb 2021

APIR Code AMP1893AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.4332
Exit Price $ 1.4332
Exit Price
1 Week Change $
-0.0138

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