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About

Morningstar Fund Report

AMP MySuper 1980s

Retail

Fund Report | Report generated 17 May 2021 |

Performance

30 Apr 2021

Growth of $10,000

Fund
Fund: 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)
2,916.69
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 33.499
International Equity 37.947
Listed Property 3.089
Unlisted Property 3.769
Domestic Fixed Interest 2.939
International Fixed Interest 5.189
Cash 1.349
Other 12.218

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 13 May 2021

APIR Code AMP1902AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.8067
Exit Price $ 1.8067
Exit Price
1 Week Change $
-0.0154

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