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Morningstar Fund Report

AMP KiwiSaver ANZ Growth

Retail

Fund Report | Report generated 11 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: AMP KiwiSaver ANZ Growth
Index
Index: Morningstar NZ Msec Growth TR NZD
Category
Category: Multisector - Growth

Financial Year Total Returns

-- -- -- Oct-16
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.76 -0.04 -0.46 23 / 48
3 Month -2.20 -0.52 -0.67 42 / 48
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 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 Nov 2016)
1.12
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Growth

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 18.240
International Equity 45.030
Listed Property 11.587
Unlisted Property 0.000
Domestic Fixed Interest 4.588
International Fixed Interest 7.775
Cash 12.780
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 08 Dec 2016

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Growth
Entry Price $ 0.9850
Exit Price $ 0.9850
Exit Price
1 Week Change $
0.0018

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 0.65%
Max Admin Fee pa --
Max Brokerage 0.0000