Fund Report | 19 Jan 2022

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AMP Wealth Moderate Growth

Report generated 19 Jan 2022 |Wholesale

Performance
31 Dec 2021
Growth of $10,000
 
Fund: AMP Wealth Moderate Growth
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category: Multisector Balanced
Financial Year Returns
  Jun-19 Jun-20 Jun-21 Dec-21
Fund 6.77 0.66 13.08 2.71
+/- Cat 1.44 0.59 0.29 -0.04
+/- Index -2.28 -0.05 -1.00 -0.40
Trailing Year Returns as at 31 Dec 2021
  Total Return +/- Cat +/- Index Cat Rank
1 Month 1.10 -0.10 -0.26 --
3 Month 1.97 0.16 -0.17 --
1 Year 9.06 0.28 -0.48 --
3 Year 8.41 0.53 -1.23 --
5 Year 6.67 0.88 -0.81 --
Risk Analysis  
3-Year Risk Measures Fund Category Index
Standard Deviation 5.93 6.38 7.53
Sharpe Ratio 1.31 0.94 1.19
R-Squared 98.33 90.52 --
Beta 0.78 0.82 --
Alpha 0.72 -0.47 --
Fund Details
Fund Inception 20 Dec 1995
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil (as at 31 Dec 2021) 1,109.50
Minimum Investment $ 10,000,000
Regular Savings Plan (Yes/No) --
Cash Distributions --
 
Current Investment Style
 
No Style Box Available
Asset Allocation
% as at 31 Dec 2021
Domestic Equity 17.619
International Equity 28.167
Listed Property 0.699
Unlisted Property 5.369
Domestic Fixed Interest 16.509
International Fixed Interest 15.599
Cash 8.779
Other 7.257
Morningstar Sustainability Rating
Quick Stats
as at --
APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Balanced
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--
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 0.3000
Annual
ICR pa (--) --
Max Management Fee pa 0.00%
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage --
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