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About

Morningstar Fund Report

AMP MySuper 1960s

Retail

Fund Report | Report generated 13 May 2021 |

Performance

30 Apr 2021

Growth of $10,000

Fund
Fund: 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 Apr-21
Fund 6.87 5.67 -0.47 11.93
+/- Cat -0.51 -0.91 0.66 -1.86
+/- Index -3.60 -4.90 0.18 -2.91

Trailing Total Returns

as at 30 Apr 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.90 -0.23 -0.71 14 / 17
3 Month 3.80 -1.09 -2.12 15 / 17
1 Year 15.02 -2.02 -3.67 14 / 17
3 Year 6.01 -0.78 -3.05 13 / 16
5 Year 6.62 -0.34 -2.38 5 / 8

Risk Analysis

as at 30 Apr 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.02 8.22 10.55
Sharpe Ratio 0.73 0.72 0.78
R-Squared 95.66 96.65 --
Beta 0.65 0.77 --
Alpha -0.28 -0.44 --

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)
2,311.37
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 20.931
International Equity 26.103
Listed Property 2.021
Unlisted Property 2.861
Domestic Fixed Interest 13.241
International Fixed Interest 14.031
Cash 6.551
Other 14.263

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 10 May 2021

APIR Code AMP1900AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1960s
Entry Price $ 1.5886
Exit Price $ 1.5886
Exit Price
1 Week Change $
0.0051

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