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Morningstar Fund Report

AMP All Growth

Wholesale

Fund Report | Report generated 23 Aug 2017 |

Performance

31 Jul 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jul-17
Fund 16.42 -3.55 11.80 -0.01
+/- Cat 5.55 -3.47 0.17 0.13
+/- Index 1.52 -6.32 0.20 0.70

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.01 0.13 0.70 --
3 Month -0.47 -0.08 1.41 --
1 Year 7.94 0.26 1.06 --
3 Year 7.11 0.39 -1.57 --
5 Year 11.96 1.20 -1.39 --

Risk Analysis

as at 31 Jul 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.6 7.7 8.69
Sharpe Ratio 0.6 0.6 0.76
R-Squared 90.05 90.42 --
Beta 0.94 0.84 --
Alpha -1.07 -1.03 --

Fund Details

Fund Inception 31 Jan 1984
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2017)
1,251.53
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 42.440
International Equity 45.930
Listed Property 6.290
Unlisted Property 3.060
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.370
Other 1.910

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