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Morningstar Fund Report

AMP ARS-International Shares (Growth)

Retail

Fund Report | Report generated 28 Jun 2017 |

Performance

31 May 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 May-17
Fund 23.15 7.56 14.39 5.75
+/- Cat 5.44 6.48 1.07 2.79
+/- Index -0.20 2.68 -0.26 3.54

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.01 1.53 3.13 7 / 59
3 Month 9.52 3.62 2.57 7 / 58
1 Year 15.55 2.69 3.93 14 / 56
3 Year 15.37 5.17 2.50 1 / 52
5 Year 18.56 5.97 4.22 1 / 42

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 10.72 9.88 --
Sharpe Ratio 1.15 0.78 --
R-Squared 55.31 56.4 --
Beta 0.75 0.65 --
Alpha 4.75 0.99 --

Fund Details

Fund Inception 20 Mar 2000
Responsible Entity AMP Group
Fund Manager AMP Group
Base Currency $NZ
Net Assets $Mil
(as at 31 May 2017)
7.30
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 31 May 2017

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity Region World
Entry Price $ 1.4438
Exit Price $ 1.4438
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 --