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Morningstar Fund Report

AMP ARS-International Shares (Growth)

Retail

Fund Report | Report generated 27 Jul 2017 |

Performance

30 Jun 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-15 Mar-16 Mar-17 Jun-17
Fund 23.15 7.56 14.39 3.77
+/- Cat 5.44 6.48 1.07 1.99
+/- Index -0.20 2.68 -0.26 4.27

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.88 -0.72 0.78 40 / 58
3 Month 3.77 1.99 4.27 7 / 58
1 Year 17.96 1.96 2.35 21 / 55
3 Year 15.00 5.12 2.66 1 / 52
5 Year 18.76 6.30 4.64 1 / 42

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 10.8 9.92 --
Sharpe Ratio 1.12 0.74 --
R-Squared 55.92 56.82 --
Beta 0.75 0.65 --
Alpha 4.79 0.92 --

Fund Details

Fund Inception 20 Mar 2000
Responsible Entity AMP Group
Fund Manager AMP Group
Base Currency $NZ
Net Assets $Mil
(as at 30 Jun 2017)
7.14
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 30 Jun 2017

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity Region World
Entry Price $ 1.4167
Exit Price $ 1.4167
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 --