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 KiwiSaver LS Aggressive Fund

Retail

Fund Report | Report generated 24 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: AMP KiwiSaver LS Aggressive Fund
Index
Index: Morningstar NZ Msec Aggressive TR NZD
Category
Category: Multisector - Aggressive

Financial Year Total Returns

Mar-15 Mar-16 Mar-17 Mar-17
Fund 13.49 -1.26 13.01 13.01
+/- Cat -1.27 -2.36 1.41 1.41
+/- Index -4.65 -7.24 1.64 1.64

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.15 0.23 -1.25 4 / 20
3 Month 5.29 0.32 -0.19 3 / 20
1 Year 13.01 1.41 1.64 2 / 19
3 Year 8.19 -0.80 -3.53 7 / 17
5 Year 9.68 0.01 -2.05 6 / 15

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 8.2 7.72 7.96
Sharpe Ratio 0.68 0.77 --
R-Squared 49.39 58.06 --
Beta 0.73 0.74 --
Alpha -0.82 -0.62 --

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 31 Mar 2017)
252.18
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 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 20 Apr 2017

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Aggressive
Entry Price $ 1.4290
Exit Price $ 1.4290
Exit Price
1 Week Change $
-0.0136

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
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) 1.1000
Max Management Fee pa 0.60%
Max Admin Fee pa 0.525%
Max Brokerage 0.0000