Fund Report | 28 Jan 2022

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AMP Wealth High Growth

Report generated 28 Jan 2022 |Wholesale

Performance
31 Dec 2021
Growth of $10,000
 
Fund: AMP Wealth High Growth
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category: Multisector Aggressive
Financial Year Returns
  Jun-19 Jun-20 Jun-21 Dec-21
Fund 8.49 -0.75 22.83 5.00
+/- Cat 1.43 -0.59 -0.46 -0.24
+/- Index -1.66 1.42 -4.12 -0.90
Trailing Year Returns as at 31 Dec 2021
  Total Return +/- Cat +/- Index Cat Rank
1 Month 2.05 0.02 -0.35 --
3 Month 3.90 0.52 -0.35 --
1 Year 16.81 -0.37 -2.60 --
3 Year 13.34 -0.19 -1.93 --
5 Year 9.92 0.13 -1.25 --
Risk Analysis  
3-Year Risk Measures Fund Category Index
Standard Deviation 10.18 10.94 12.93
Sharpe Ratio 1.24 1.11 1.13
R-Squared 99.18 96.41 --
Beta 0.78 0.83 --
Alpha 1.12 -0.18 --
Fund Details
Fund Inception 29 Feb 2000
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil (as at 31 Dec 2021) 1,063.71
Minimum Investment $ 10,000,000
Regular Savings Plan (Yes/No) Yes
Cash Distributions --
 
Current Investment Style
 
No Style Box Available
Asset Allocation
% as at 31 Dec 2021
Domestic Equity 32.450
International Equity 44.770
Listed Property 3.530
Unlisted Property 2.580
Domestic Fixed Interest 2.970
International Fixed Interest 3.680
Cash 1.570
Other 8.450
Morningstar Sustainability Rating
Quick Stats
as at --
APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
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 2.10%
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage 0.0000
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