Morningstar Fund Report
AMP SigSup-AFLPA MySuper 1970s
Performance
31 May 2022
Growth of $10,000

Fund: AMP SigSup-AFLPA MySuper 1970s

Index: Morningstar AUS Agg Tgt Alloc NR AUD

Category: Multisector Life Stages – 1970s
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 6.04 | -1.84 | 21.75 | -0.45 |
+/- Cat | -0.95 | 0.37 | -1.07 | 0.62 |
+/- Index | -4.11 | 0.34 | -5.20 | 1.25 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.86 | 0.35 | 0.85 | 1 / 13 |
3 Month | -1.04 | 0.05 | 0.61 | 7 / 13 |
1 Year | 2.29 | 1.26 | 1.28 | 1 / 13 |
3 Year | 6.93 | -0.01 | -1.36 | 8 / 13 |
5 Year | 6.64 | -0.14 | -1.82 | 8 / 12 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.77 | 10.25 | 13.22 |
Sharpe Ratio | 0.77 | 0.67 | 0.64 |
R-Squared | 97.48 | 98.08 | -- |
Beta | 0.66 | 0.77 | -- |
Alpha | 1.17 | 0.18 | -- |
Fund Details
Fund Inception | 01 Jan 2014 |
Responsible Entity | N. M. Superannuation Pty Ltd |
Fund Manager | National Mutual Funds Management Limited |
Base Currency | $A |
Net Assets $Mil (as at 31 May 2022) |
17.96 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 May 2022
Domestic Equity | 26.320 |
International Equity | 34.320 |
Listed Property | 1.960 |
Unlisted Property | 3.550 |
Domestic Fixed Interest | 4.430 |
International Fixed Interest | 8.700 |
Cash | 5.220 |
Other | 15.500 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 Jun 2022
APIR Code | AMP1922AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1970s |
Entry Price $ | 1.7880 |
Exit Price $ | 1.7880 |
Exit Price 1 Week Change $ |
0.0070 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at 01 Oct 2021
Total Cost Ratio (Prospective) | 1.06% |
Investment Management Fee | 0.26% |
Performance Fee Costs | 0.39% |
Administration Fees & Costs | 0.18% |
Buy Spread/Sell Spread | 0.00% / 0.00% |