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About

Morningstar Fund Report

AMP SigSup-AFLPA MySuper 1980s

Retail

Fund Report | Report generated 06 Mar 2021 |

Performance

31 Jan 2021

Growth of $10,000

Fund
Fund: AMP SigSup-AFLPA 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 Jan-21
Fund 9.91 6.36 -2.20 11.80
+/- Cat 0.05 -0.81 0.31 0.23
+/- Index -2.83 -4.84 -1.35 1.59

Trailing Total Returns

as at 31 Jan 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.93 0.48 1.18 2 / 16
3 Month 8.24 -0.70 0.35 13 / 16
1 Year 1.77 0.66 2.43 2 / 16
3 Year 5.77 -0.22 -2.43 11 / 16
5 Year 8.31 0.15 -1.55 2 / 8

Risk Analysis

as at 31 Jan 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.11 10.96 12.59
Sharpe Ratio 0.5 0.49 0.6
R-Squared 95.86 96.24 --
Beta 0.79 0.86 --
Alpha -0.95 -1.17 --

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 2020)
47.11
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2020

Domestic Equity 32.640
International Equity 37.050
Listed Property 2.930
Unlisted Property 3.860
Domestic Fixed Interest 3.260
International Fixed Interest 5.510
Cash 2.350
Other 12.400

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 04 Mar 2021

APIR Code AMP1923AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.7605
Exit Price $ 1.7605
Exit Price
1 Week Change $
-0.0048

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) 0.3600
Max Management Fee pa 0.30%
Max Admin Fee pa 0.18%
Performance Fee pa
(30 Jun 2020)
0.08%
Max Brokerage 0.0000