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Morningstar Fund Report

AMP PSS Lifesteps Growth

Retail

Fund Report | Report generated 31 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: AMP PSS Lifesteps Growth
Index
Index: Morningstar NZ Msec Growth TR NZD
Category
Category: Multisector - Growth

Financial Year Total Returns

Mar-14 Mar-15 Mar-16 Feb-17
Fund 8.07 12.21 -1.12 8.74
+/- Cat -0.39 -2.48 -5.02 1.80
+/- Index -0.52 -4.65 -7.40 2.02

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.43 0.21 -0.46 18 / 46
3 Month 4.82 0.65 0.53 7 / 46
1 Year 14.19 3.33 4.30 7 / 41
3 Year 6.48 -1.82 -3.09 37 / 39
5 Year 8.36 -1.36 -2.36 32 / 36

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.24 6.22 --
Sharpe Ratio 0.53 0.92 --
R-Squared 50.48 66.67 --
Beta 0.8 0.78 --
Alpha -1.48 0.42 --

Fund Details

Fund Inception 09 Aug 2004
Responsible Entity AMP Services (NZ) Limited
Fund Manager AMP Services (NZ) Limited
Base Currency $NZ
Net Assets $Mil
(as at 28 Feb 2017)
0.40
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 28 Feb 2017

Size | Large Style | Blend

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 21.530
International Equity 53.186
Listed Property 5.001
Unlisted Property 0.000
Domestic Fixed Interest 3.721
International Fixed Interest 3.770
Cash 12.792
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 27 Mar 2017

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Growth
Entry Price $ 1.7690
Exit Price $ 1.7690
Exit Price
1 Week Change $
-0.0111

Morningstar Ratings

Overall 2
3 Year 1
5 Year 1
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 4.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

MER pa (15 Sep 2006) 1.1000
Max Management Fee pa 1.60%
Max Admin Fee pa 0.00%
Max Brokerage 0.0000