Morningstar Fund Report
AMP SuperLeader-AMP MySuper 1950s
Performance
31 Jan 2021
Growth of $10,000

Fund: AMP SuperLeader-AMP MySuper 1950s

Index: Morningstar Aus Msec Balanced TR AUD

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 2021Total 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 20213-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 |
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3 Year |
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5 Year |
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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 |