Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

AMP Personal Super Fund Performance (U)

Retail

Fund Report | Report generated 23 May 2017 |

Performance

30 Apr 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 Apr-17
Fund 12.76 -1.55 10.75 1.88
+/- Cat -1.76 -2.54 2.70 0.30
+/- Index 3.17 -12.85 5.95 0.06

Trailing Total Returns

as at 30 Apr 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.88 0.30 0.06 6 / 11
3 Month 6.95 2.02 3.62 1 / 11
1 Year 11.68 2.90 5.75 2 / 11
3 Year 7.07 -0.57 -1.64 7 / 11
5 Year 8.60 -0.91 -2.60 8 / 11

Risk Analysis

as at 30 Apr 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.97 7.34 7.1
Sharpe Ratio 0.66 0.73 --
R-Squared 56.6 -- --
Beta 0.84 -- --
Alpha -0.42 -- --

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 28 Apr 2017)
25.91
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Apr 2017

Size | Large Style | Blend

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 23.726
International Equity 59.280
Listed Property 6.868
Unlisted Property 0.000
Domestic Fixed Interest 0.523
International Fixed Interest 0.541
Cash 9.062
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 17 May 2017

APIR Code AMP0944NZ
Legal Type Superannuation Fund
Status Closed
Category Multisector - Aggressive Non-PIE
Entry Price $ --
Exit Price $ 3.8269
Exit Price
1 Week Change $
0.0216

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