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About

Morningstar Fund Report

AMP ARS-International Shares (Growth)

Retail

Fund Report | Report generated 22 Sep 2017 |

Performance

31 Aug 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 Aug-17
Fund 23.15 7.56 14.39 5.57
+/- Cat 5.44 6.48 1.07 0.75
+/- Index -0.20 2.68 -0.26 1.19

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.10 -0.98 -3.79 43 / 59
3 Month -0.17 -1.98 -2.29 57 / 59
1 Year 16.29 1.56 -2.07 18 / 58
3 Year 14.02 4.31 1.81 2 / 52
5 Year 18.11 5.71 3.79 1 / 43

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 10.77 10.01 --
Sharpe Ratio 1.05 0.73 --
R-Squared 54.09 55.75 --
Beta 0.72 0.64 --
Alpha 4.26 1.02 --

Fund Details

Fund Inception 20 Mar 2000
Responsible Entity AMP Group
Fund Manager AMP Group
Base Currency $NZ
Net Assets $Mil
(as at 31 Aug 2017)
7.14
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 Aug 2017

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity Region World
Entry Price $ 1.4414
Exit Price $ 1.4414
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 --