Morningstar Fund Report
AMP SigSup-AFLPA MySuper 1980s
Fund Report | Report generated 23 Jan 2022 | 
Performance
31 Dec 2021
Growth of $10,000
Fund: AMP SigSup-AFLPA MySuper 1980s
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category: Multisector Life Stages – 1980s
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Dec-21 | |
|---|---|---|---|---|
| Fund | 6.36 | -2.20 | 23.96 | 4.48 |
| +/- Cat | -0.81 | 0.31 | 0.05 | -0.39 |
| +/- Index | -3.80 | -0.03 | -2.99 | -1.41 |
Trailing Total Returns
as at 31 Dec 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 1.90 | -0.34 | -0.50 | 11 / 13 |
| 3 Month | 3.66 | -0.05 | -0.59 | 9 / 13 |
| 1 Year | 16.93 | -0.06 | -2.49 | 10 / 13 |
| 3 Year | 12.44 | -0.13 | -2.82 | 10 / 13 |
| 5 Year | 9.15 | -0.12 | -2.02 | 7 / 10 |
Risk Analysis
as at 31 Dec 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 9.6 | 10.52 | 12.93 |
| Sharpe Ratio | 1.22 | 1.12 | 1.13 |
| R-Squared | 97.6 | 98.04 | -- |
| Beta | 0.73 | 0.81 | -- |
| Alpha | 0.99 | -0.04 | -- |
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 Nov 2021) |
51.10 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Dec 2021
| Domestic Equity | 32.919 |
| International Equity | 39.678 |
| Listed Property | 2.289 |
| Unlisted Property | 3.539 |
| Domestic Fixed Interest | 1.839 |
| International Fixed Interest | 4.889 |
| Cash | 1.849 |
| Other | 12.998 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 20 Jan 2022
| APIR Code | AMP1923AU |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector Life Stages – 1980s |
| Entry Price $ | 1.9812 |
| Exit Price $ | 1.9812 |
| Exit Price 1 Week Change $ |
-0.0262 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at 07 May 2021
| Total Cost Ratio (Prospective) | 0.92% |
| Investment Management Fee | 0.30% |
| Performance Fee Costs | 0.08% |
| Administration Fees & Costs | 0.18% |
| Buy Spread/Sell Spread | 0.00% / 0.00% |