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Morningstar Fund Report

AMP High Growth

Wholesale

Fund Report | Report generated 26 May 2017 |

Performance

30 Apr 2017

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

Jun-14 Jun-15 Jun-16 Apr-17
Fund 14.71 15.14 -1.03 10.45
+/- Cat 0.49 4.28 -0.95 -1.47
+/- Index -2.06 0.25 -3.80 -2.48

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.54 -0.20 -0.61 --
3 Month 4.65 -0.39 -1.50 --
1 Year 12.04 -0.86 -2.77 --
3 Year 8.44 0.62 -1.97 --
5 Year 10.85 0.51 -2.55 --

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.19 7.64 8.59
Sharpe Ratio 0.86 0.75 0.95
R-Squared 93.27 90.28 --
Beta 0.81 0.85 --
Alpha -0.37 -1.29 --

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 Mar 2017)
2,435.48
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 35.110
International Equity 39.180
Listed Property 5.670
Unlisted Property 6.270
Domestic Fixed Interest 5.860
International Fixed Interest 0.000
Cash 4.240
Other 3.650

Morningstar Sustainability Rating New  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