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Morningstar Fund Report

AMP ARS-International Shares (Growth)

Retail

Fund Report | Report generated 24 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: AMP ARS-International Shares (Growth)
Index
Index: MSCI World GR NZD
Category
Category: Equity Region World

Financial Year Total Returns

Mar-14 Mar-15 Mar-16 Feb-17
Fund 32.83 23.15 7.56 10.46
+/- Cat 18.91 5.44 6.48 0.26
+/- Index 17.22 -0.20 2.68 0.89

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 4.47 1.24 0.23 4 / 56
3 Month 7.61 1.68 1.87 4 / 56
1 Year 13.87 -0.17 2.68 24 / 54
3 Year 12.69 3.86 1.48 1 / 50
5 Year 16.17 5.22 2.70 1 / 40

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 10.76 9.98 --
Sharpe Ratio 0.92 0.65 --
R-Squared 57.27 56.31 --
Beta 0.77 0.66 --
Alpha 3.33 0.71 --

Fund Details

Fund Inception 20 Mar 2000
Responsible Entity AMP Group
Fund Manager AMP Group
Base Currency $NZ
Net Assets $Mil
(as at 28 Feb 2017)
6.83
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 28 Feb 2017

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity Region World
Entry Price $ 1.3184
Exit Price $ 1.3184
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
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 0.80%
Max Admin Fee pa --
Max Brokerage --