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About

Morningstar Fund Report

AMP Personal Super Fund Performance (U)

Retail

Fund Report | Report generated 24 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: AMP Personal Super Fund Performance (U)
Index
Index: Cat S&P/NZX 50 TR NZD NZ TA
Category
Category: Multisector - Aggressive Non-PIE

Financial Year Total Returns

Mar-15 Mar-16 Mar-17 Aug-17
Fund 12.76 -1.55 10.75 3.12
+/- Cat -1.76 -2.54 2.70 0.70
+/- Index 3.17 -12.85 5.95 -3.03

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.79 0.88 0.63 1 / 11
3 Month 1.82 0.96 -2.03 1 / 11
1 Year 9.74 2.50 5.64 3 / 11
3 Year 5.70 -0.50 -4.58 7 / 11
5 Year 8.70 -0.79 -2.93 7 / 11

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.94 6.75 7.04
Sharpe Ratio 0.52 0.49 --
R-Squared 59.59 -- --
Beta 0.87 -- --
Alpha -3.14 -- --

Fund Details

Fund Inception 12 Feb 1992
Responsible Entity AMP Services (NZ) Limited
Fund Manager AMP Capital Investors (New Zealand) Ltd
Base Currency $NZ
Net Assets $Mil
(as at 31 Aug 2017)
25.76
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Aug 2017

Size | Large Style | Blend

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 24.130
International Equity 57.039
Listed Property 7.067
Unlisted Property 0.000
Domestic Fixed Interest 0.547
International Fixed Interest 0.564
Cash 10.653
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Sep 2017

APIR Code AMP0944NZ
Legal Type Superannuation Fund
Status Closed
Category Multisector - Aggressive Non-PIE
Entry Price $ --
Exit Price $ 3.8782
Exit Price
1 Week Change $
-0.0005

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 3.50%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread --

Annual

MER pa (31 Mar 2016) 1.8000
Max Management Fee pa 1.20%
Max Admin Fee pa 0.00%
Max Brokerage 0.0000