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About

Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1980s

Retail

Fund Report | Report generated 11 May 2021 |

Performance

30 Apr 2021

Growth of $10,000

Fund
Fund: AMP SuperLeader-AMP MySuper 1980s
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1980s

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Apr-21
Fund 9.62 6.28 -2.29 18.80
+/- Cat -0.24 -0.89 0.22 -0.73
+/- Index -3.11 -4.92 -1.43 -0.17

Trailing Total Returns

as at 30 Apr 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.49 -0.24 -0.62 14 / 16
3 Month 6.32 -0.81 -1.63 14 / 16
1 Year 22.78 -0.98 -0.84 7 / 16
3 Year 7.78 -0.60 -2.86 12 / 16
5 Year 8.92 -0.07 -1.99 4 / 8

Risk Analysis

as at 30 Apr 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.11 11 12.61
Sharpe Ratio 0.7 0.7 0.79
R-Squared 95.86 96.28 --
Beta 0.79 0.86 --
Alpha -0.79 -0.83 --

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 28 Feb 2021)
574.54
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2021

Domestic Equity 33.149
International Equity 38.447
Listed Property 2.989
Unlisted Property 3.849
Domestic Fixed Interest 2.989
International Fixed Interest 5.349
Cash 0.639
Other 12.588

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 07 May 2021

APIR Code AMP1896AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.8249
Exit Price $ 1.8249
Exit Price
1 Week Change $
0.0036

Morningstar Ratings

Overall 4
3 Year 2
5 Year 5
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) 0.5500
Max Management Fee pa 0.30%
Max Admin Fee pa 0.29%
Performance Fee pa
(30 Jun 2020)
0.08%
Max Brokerage 0.0000