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Morningstar Fund Report

AMP Personal Achiever-AMP Aus Share

Retail

Fund Report | Report generated 20 Feb 2017 |

Performance

31 Jan 2017

Growth of $10,000

Fund
Fund: AMP Personal Achiever-AMP Aus Share
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Jan-17
Fund 11.64 3.09 -1.22 5.85
+/- Cat -2.32 0.47 -2.12 1.35
+/- Index -5.79 -2.58 -1.78 -3.87

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.59 0.00 0.20 4 / 7
3 Month 4.19 1.19 -2.46 3 / 7
1 Year 9.15 1.69 -8.19 3 / 7
3 Year 3.89 -0.51 -3.51 5 / 7
5 Year 6.25 -0.61 -4.32 6 / 6

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.37 9.4 12.58
Sharpe Ratio 0.23 0.26 0.45
R-Squared 98.99 88.04 --
Beta 0.66 0.7 --
Alpha -1.85 -1.49 --

Fund Details

Fund Inception 05 Apr 1994
Responsible Entity AMP Life Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2016)
0.09
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2014

Domestic Equity 89.889
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 10.111
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 15 Feb 2017

APIR Code AMP0246AU
Legal Type Investment Bond
Status Closed
Category Equity Australia Large Growth
Entry Price $ --
Exit Price $ 3.6486
Exit Price
1 Week Change $
0.0666

Morningstar Ratings

Overall 2
3 Year 2
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 5.2631

Annual

ICR pa (--) --
Max Management Fee pa --
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage --