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Morningstar Fund Report

AMP ARS-High Growth

Retail

Fund Report | Report generated 10 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: AMP ARS-High Growth
Index
Index: Morningstar NZ Msec Growth TR NZD
Category
Category: Multisector - Growth

Financial Year Total Returns

Mar-14 Mar-15 Mar-16 Oct-16
Fund 8.92 13.00 -0.71 3.86
+/- Cat 0.46 -1.69 -4.62 1.43
+/- Index 0.33 -3.86 -6.99 2.14

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.28 0.44 0.02 9 / 48
3 Month -1.31 0.37 0.23 13 / 48
1 Year 4.16 0.56 1.43 16 / 41
3 Year 5.87 -1.56 -2.54 34 / 39
5 Year 8.43 -1.01 -1.75 31 / 37

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.36 6.21 6.3
Sharpe Ratio 0.44 0.81 --
R-Squared 50.27 67.45 --
Beta 0.83 0.8 --
Alpha -1.39 0.47 --

Fund Details

Fund Inception 20 Mar 2000
Responsible Entity AMP Group
Fund Manager AMP Group
Base Currency $NZ
Net Assets $Mil
(as at 30 Nov 2016)
53.09
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code --
Legal Type Investment Trusts
Status Open
Category Multisector - Growth
Entry Price $ 1.6435
Exit Price $ 1.6435
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee --
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

MER pa (--) --
Max Management Fee pa 0.46%
Max Admin Fee pa --
Max Brokerage --