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Morningstar Fund Report

AMP Moderate Growth

Wholesale

Fund Report | Report generated 28 Jun 2017 |

Performance

31 May 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-14 Jun-15 Jun-16 May-17
Fund 10.84 8.83 2.41 6.81
+/- Cat 1.21 1.64 0.88 -0.07
+/- Index -0.95 -1.48 -2.17 -0.75

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.43 0.18 0.10 --
3 Month 2.68 0.41 -0.46 --
1 Year 6.15 0.12 -0.65 --
3 Year 6.06 0.83 -1.46 --
5 Year 8.46 1.12 -1.43 --

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 4.27 4.4 5.19
Sharpe Ratio 0.9 0.48 1.01
R-Squared 96.76 85.31 --
Beta 0.81 0.78 --
Alpha -0.42 -1.27 --

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 31 May 2017)
777.16
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 19.900
International Equity 24.480
Listed Property 2.960
Unlisted Property 6.100
Domestic Fixed Interest 20.460
International Fixed Interest 6.810
Cash 17.540
Other 1.740

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 --