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Morningstar Fund Report

AMP KiwiSaver AMP Responsible Invmt Bal

Retail

Fund Report | Report generated 27 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: AMP KiwiSaver AMP Responsible Invmt Bal
Index
Index: Morningstar NZ Msec Balanced TR NZD
Category
Category: Multisector - Balanced

Financial Year Total Returns

-- -- -- Feb-17
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.90 0.23 -0.47 20 / 54
3 Month 3.68 0.44 0.23 12 / 54
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 28 Feb 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 28 Feb 2017)
2.66
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 28 Feb 2017

Size | Large Style | Blend

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 8.125
International Equity 40.505
Listed Property 9.712
Unlisted Property 0.000
Domestic Fixed Interest 12.987
International Fixed Interest 12.997
Cash 15.674
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Mar 2017

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Balanced
Entry Price $ 1.0308
Exit Price $ 1.0308
Exit Price
1 Week Change $
-0.0054

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 0.55%
Max Admin Fee pa --
Max Brokerage 0.0000