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Morningstar Fund Report

AMP NZRT ANZ Conservative

Retail

Fund Report | Report generated 18 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: AMP NZRT ANZ Conservative
Index
Index: Morningstar NZ Msec Conservative TR NZD
Category
Category: Multisector - Conservative

Financial Year Total Returns

-- -- -- Dec-16
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.19 -0.18 -0.37 24 / 28
3 Month -1.53 -0.73 -0.74 22 / 28
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 28 Jul 2016
Responsible Entity AMP Wealth Management New Zealand Ltd
Fund Manager ANZ New Zealand Investments Limited
Base Currency $NZ
Net Assets $Mil
(as at 30 Dec 2016)
3.16
Minimum Investment $ 1,000
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 16 Jan 2017

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Conservative
Entry Price $ 0.9910
Exit Price $ 0.9910
Exit Price
1 Week Change $
0.0006

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

MER pa (--) --
Max Management Fee pa 0.35%
Max Admin Fee pa --
Max Brokerage 0.0000