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Morningstar Fund Report

AMP ARS-International Shares (Growth)

Retail

Fund Report | Report generated 05 Dec 2016 |

Performance

31 Oct 2016

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 Oct-16
Fund 32.83 23.15 7.56 3.14
+/- Cat 18.91 5.44 6.48 0.35
+/- Index 17.22 -0.20 2.68 1.97

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.54 1.31 0.84 2 / 58
3 Month -1.37 -0.59 -0.95 37 / 58
1 Year -0.60 0.18 3.13 27 / 55
3 Year 13.51 6.05 3.90 1 / 49
5 Year 16.08 5.73 3.61 1 / 42

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 10.76 9.95 --
Sharpe Ratio 0.98 0.53 --
R-Squared 55.68 57.54 --
Beta 0.78 0.68 --
Alpha 5.08 0.34 --

Fund Details

Fund Inception 20 Mar 2000
Responsible Entity AMP Group
Fund Manager AMP Group
Base Currency $NZ
Net Assets $Mil
(as at 31 Oct 2016)
6.60
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 31 Oct 2016

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity Region World
Entry Price $ 1.2309
Exit Price $ 1.2309
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 --