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Morningstar Fund Report

AMP KiwiSaver Property

Retail

Fund Report | Report generated 26 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: AMP KiwiSaver Property
Index
Index: FTSE EPRA/NAREIT Dvlp NR AUD-Hdg NZD
Category
Category: Equity Sector Global - Real Estate

Financial Year Total Returns

-- -- Jun-17 Jun-17
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.63 -0.20 0.26 6 / 8
3 Month 2.90 0.76 4.91 4 / 8
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2017
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 AMP Capital Investors (New Zealand) Ltd
Base Currency $NZ
Net Assets $Mil
(as at 30 Jun 2017)
1.12
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Jun 2017

Size | Medium Style | Value

Asset Allocation

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Jul 2017

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Equity Sector Global - Real Estate
Entry Price $ 0.9667
Exit Price $ 0.9667
Exit Price
1 Week Change $
0.0050

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 0.60%
Max Admin Fee pa 0.53%
Max Brokerage 0.0000