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Morningstar Fund Report

AMP Moderate Growth

Wholesale

Fund Report | Report generated 26 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: AMP Moderate Growth
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jun-17
Fund 8.83 2.41 6.36 6.36
+/- Cat 1.64 0.88 -0.11 -0.11
+/- Index -1.48 -2.17 -0.15 -0.15

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.42 -0.04 0.56 --
3 Month 1.02 0.13 0.20 --
1 Year 6.36 -0.11 -0.15 --
3 Year 5.83 0.80 -1.27 --
5 Year 8.27 1.06 -1.33 --

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.3 4.41 5.27
Sharpe Ratio 0.85 0.45 0.93
R-Squared 96.56 84.7 --
Beta 0.8 0.77 --
Alpha -0.29 -1.08 --

Fund Details

Fund Inception 20 Dec 1995
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
767.38
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 20.060
International Equity 22.210
Listed Property 3.000
Unlisted Property 5.850
Domestic Fixed Interest 20.400
International Fixed Interest 6.830
Cash 19.890
Other 1.760

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Balanced
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3000

Annual

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