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Morningstar Fund Report

AMP KiwiSaver LS Growth Fund

Retail

Fund Report | Report generated 24 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: AMP KiwiSaver LS Growth Fund
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 9.32 12.64 -0.83 9.44
+/- Cat 0.86 -2.06 -4.74 2.50
+/- Index 0.73 -4.22 -7.12 2.73

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.44 0.22 -0.46 17 / 46
3 Month 4.93 0.76 0.64 4 / 46
1 Year 14.96 4.10 5.06 5 / 41
3 Year 6.98 -1.32 -2.59 34 / 39
5 Year 8.90 -0.82 -1.82 30 / 36

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.19 6.22 --
Sharpe Ratio 0.6 0.92 --
R-Squared 50.91 66.67 --
Beta 0.8 0.78 --
Alpha -1 0.42 --

Fund Details

Fund Inception 01 Oct 2007
Responsible Entity AMP Wealth Management New Zealand Ltd
Fund Manager AMP Services (NZ) Limited
Base Currency $NZ
Net Assets $Mil
(as at 28 Feb 2017)
588.23
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
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 22 Mar 2017

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Growth
Entry Price $ 1.4682
Exit Price $ 1.4682
Exit Price
1 Week Change $
-0.0055

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year  

Fees & Expenses

One-Time

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

Annual

MER pa (31 Mar 2016) 1.0100
Max Management Fee pa 0.508%
Max Admin Fee pa 0.525%
Max Brokerage 0.0000