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About

Morningstar Fund Report

AMP SuperLeader-AMP MySuper 1990s

Retail

Fund Report | Report generated 24 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: AMP SuperLeader-AMP MySuper 1990s
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1990s and later

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 6.01 -2.89 23.64 0.73
+/- Cat -1.14 -0.30 -0.14 -0.47
+/- Index -5.19 -2.04 -1.05 -1.93

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.74 0.35 0.65 3 / 23
3 Month 0.73 -0.47 -1.93 19 / 23
1 Year 21.96 -0.99 -3.51 20 / 23
3 Year 7.80 -0.66 -2.93 18 / 23
5 Year 8.72 -0.35 -2.81 7 / 12

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.62 11.36 12.82
Sharpe Ratio 0.7 0.72 0.81
R-Squared 95.92 96.39 --
Beta 0.81 0.87 --
Alpha -1.01 -0.88 --

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 Sep 2021)
231.13
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 33.360
International Equity 40.720
Listed Property 3.360
Unlisted Property 2.520
Domestic Fixed Interest 2.030
International Fixed Interest 5.370
Cash 1.550
Other 11.090

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 30 Sep 2021

APIR Code AMP1897AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.8843
Exit Price $ 1.8843
Exit Price
1 Week Change $
-0.0062

Morningstar Ratings

Overall 3
3 Year 2
5 Year 3
10 Year  

Prosective Fees & Costs

as at 07 May 2021

Total Cost Ratio (Prospective) 1.10%
Investment Management Fee 0.30%
Performance Fee Costs 0.07%
Administration Fees & Costs 0.29%
Buy Spread/Sell Spread 0.00% / 0.00%