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About

Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1970s

Retail

Fund Report | Report generated 14 Jun 2021 |

Performance

31 May 2021

Growth of $10,000

Fund
Fund: AMP SuperLeader-AMP MySuper 1970s
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1970s

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 May-21
Fund 9.36 5.96 -1.92 18.39
+/- Cat -0.21 -1.03 0.28 -1.88
+/- Index -3.38 -5.24 -1.07 -2.37

Trailing Total Returns

as at 31 May 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.24 -0.18 -0.26 11 / 16
3 Month 6.15 -0.82 -2.19 14 / 16
1 Year 19.92 -1.26 -1.33 10 / 16
3 Year 7.60 -0.85 -3.29 14 / 16
5 Year 8.16 -0.26 -2.20 8 / 12

Risk Analysis

as at 31 May 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.22 10.49 --
Sharpe Ratio 0.74 0.74 --
R-Squared 95.9 96.29 --
Beta 0.72 0.82 --
Alpha -0.5 -0.64 --

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 Apr 2021)
581.33
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2021

Domestic Equity 27.690
International Equity 36.530
Listed Property 2.500
Unlisted Property 3.540
Domestic Fixed Interest 5.990
International Fixed Interest 6.210
Cash 3.120
Other 14.420

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 10 Jun 2021

APIR Code AMP1895AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.8285
Exit Price $ 1.8285
Exit Price
1 Week Change $
0.0185

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) 0.9600
Max Management Fee pa 0.30%
Max Admin Fee pa 0.29%
Performance Fee pa
(30 Jun 2020)
0.00%
Max Brokerage 0.0000