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Morningstar Fund Report

AMP High Growth

Wholesale

Fund Report | Report generated 11 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: AMP High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 29 Feb 2000
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
2,384.94
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 34.560
International Equity 38.070
Listed Property 5.290
Unlisted Property 7.990
Domestic Fixed Interest 6.050
International Fixed Interest 0.000
Cash 5.610
Other 2.420

Morningstar Sustainability Rating Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
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 2.10%
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage 0.0000