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About

Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1960s

Retail

Fund Report | Report generated 05 Mar 2021 |

Performance

31 Jan 2021

Growth of $10,000

Fund
Fund: AMP SuperLeader-AMP MySuper 1960s
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Life Stages – 1960s

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Jan-21
Fund 6.87 5.67 -0.47 7.83
+/- Cat -0.51 -0.91 0.66 -0.65
+/- Index -3.60 -4.90 0.18 -0.59

Trailing Total Returns

as at 31 Jan 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.42 0.27 0.80 3 / 17
3 Month 5.41 -1.01 -0.86 15 / 17
1 Year 1.72 0.48 2.14 6 / 17
3 Year 4.72 -0.46 -2.58 12 / 16
5 Year 6.25 -0.21 -2.11 5 / 8

Risk Analysis

as at 31 Jan 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.03 8.18 --
Sharpe Ratio 0.53 0.52 --
R-Squared 95.57 96.59 --
Beta 0.66 0.77 --
Alpha -0.52 -0.74 --

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)
403.97
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 20.390
International Equity 24.110
Listed Property 1.910
Unlisted Property 2.770
Domestic Fixed Interest 13.610
International Fixed Interest 14.820
Cash 8.600
Other 13.790

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 03 Mar 2021

APIR Code AMP1894AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.5361
Exit Price $ 1.5361
Exit Price
1 Week Change $
-0.0050

Morningstar Ratings

Overall 3
3 Year 2
5 Year 3
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) 0.5200
Max Management Fee pa 0.30%
Max Admin Fee pa 0.29%
Performance Fee pa
(30 Jun 2020)
0.05%
Max Brokerage 0.0000