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About

Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1960s

Retail

Fund Report | Report generated 22 Sep 2021 |

Performance

31 Aug 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-19 Jun-20 Jun-21 Aug-21
Fund 5.67 -0.47 15.27 1.72
+/- Cat -0.91 0.66 -1.74 -0.99
+/- Index -4.90 0.18 -4.22 -2.69

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.15 -0.29 -1.04 14 / 17
3 Month 3.81 -0.64 -3.45 14 / 17
1 Year 14.81 -2.46 -6.30 14 / 17
3 Year 6.67 -0.83 -3.17 13 / 16
5 Year 6.89 -0.47 -2.88 9 / 12

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.08 8.26 10.62
Sharpe Ratio 0.84 0.82 0.87
R-Squared 95.65 96.66 --
Beta 0.65 0.77 --
Alpha -0.07 -0.3 --

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 31 Aug 2021)
446.73
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2021

Domestic Equity 20.659
International Equity 26.138
Listed Property 2.649
Unlisted Property 2.639
Domestic Fixed Interest 13.459
International Fixed Interest 13.729
Cash 6.699
Other 14.028

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Sep 2021

APIR Code AMP1894AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.6291
Exit Price $ 1.6291
Exit Price
1 Week Change $
-0.0239

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year  

Prosective Fees & Costs

as at 07 May 2021

Total Cost Ratio (Prospective) 1.09%
Investment Management Fee 0.30%
Performance Fee Costs 0.05%
Administration Fees & Costs 0.29%
Buy Spread/Sell Spread 0.00% / 0.00%