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Morningstar Fund Report

AMP All Growth

Wholesale

Fund Report | Report generated 18 Jan 2017 |

Performance

31 Dec 2016

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-14 Jun-15 Jun-16 Dec-16
Fund 16.71 16.42 -3.55 7.67
+/- Cat 2.49 5.55 -3.47 0.52
+/- Index -0.06 1.52 -6.32 -0.36

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.68 0.58 -0.30 --
3 Month 4.23 0.59 -0.76 --
1 Year 4.70 -2.41 -4.55 --
3 Year 7.49 0.82 -1.91 --
5 Year 12.44 1.44 -1.89 --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 8.84 7.79 8.72
Sharpe Ratio 0.6 0.58 0.82
R-Squared 90.79 90.68 --
Beta 0.97 0.85 --
Alpha -1.52 -1.64 --

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 Dec 2016)
1,976.03
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 42.800
International Equity 45.550
Listed Property 5.440
Unlisted Property 4.720
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.700
Other 0.800

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