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Morningstar Fund Report

AMP Personal Achiever-AMP Moderate Gr

Retail

Fund Report | Report generated 03 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: AMP Personal Achiever-AMP Moderate Gr
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund 7.47 6.00 1.27 -0.24
+/- Cat -1.49 -0.60 0.30 -1.34
+/- Index -6.81 -6.03 -2.71 -0.65

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.24 -0.13 0.67 47 / 75
3 Month -1.90 -0.63 0.77 61 / 75
1 Year -0.12 -1.30 -2.00 65 / 73
3 Year 3.44 -0.49 -3.93 53 / 73
5 Year 5.08 -0.99 -5.78 54 / 67

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 4.04 4.92 6.92
Sharpe Ratio 0.28 0.35 0.73
R-Squared 97.33 88.27 --
Beta 0.57 0.67 --
Alpha -1.75 -1.64 --

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 Oct 2016)
0.33
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 22.580
International Equity 21.800
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 19.390
International Fixed Interest 5.030
Cash 15.860
Other 15.350

Morningstar Sustainability Rating Learn more

Quick Stats

as at 01 Dec 2016

APIR Code AMP0242AU
Legal Type Investment Bond
Status Closed
Category Multisector Growth
Entry Price $ --
Exit Price $ 2.3534
Exit Price
1 Week Change $
-0.0027

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 5.2633

Annual

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