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Morningstar Fund Report

AMP Personal Super Fund Performance (U)

Retail

Fund Report | Report generated 05 Dec 2016 |

Performance

31 Oct 2016

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-14 Mar-15 Mar-16 Oct-16
Fund 7.51 12.76 -1.55 2.53
+/- Cat -2.70 -1.76 -2.54 0.78
+/- Index -4.02 3.17 -12.85 0.23

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.51 -0.13 2.41 8 / 12
3 Month -2.02 -0.33 1.78 9 / 12
1 Year 1.94 0.31 -9.72 5 / 12
3 Year 4.48 -1.45 -4.38 9 / 12
5 Year 7.33 -1.49 -3.98 10 / 12

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.93 7.4 7.3
Sharpe Ratio 0.34 0.55 --
R-Squared 55.27 -- --
Beta 0.81 -- --
Alpha -2.77 -- --

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 Oct 2016)
25.16
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Growth

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 22.374
International Equity 58.904
Listed Property 8.426
Unlisted Property 0.000
Domestic Fixed Interest 0.541
International Fixed Interest 0.560
Cash 9.195
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code AMP0944NZ
Legal Type Superannuation Fund
Status Closed
Category Multisector - Aggressive Non-PIE
Entry Price $ --
Exit Price $ 3.4730
Exit Price
1 Week Change $
-0.0062

Morningstar Ratings

Overall 1
3 Year 2
5 Year 1
10 Year 1

Fees & Expenses

One-Time

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

Annual

MER pa (--) --
Max Management Fee pa 1.20%
Max Admin Fee pa 0.00%
Max Brokerage 0.0000