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About

Morningstar Fund Report

AMP Pers Super Bd-AMP All Growth

Retail

Fund Report | Report generated 22 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: AMP Pers Super Bd-AMP All Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 7.74 -3.29 24.44 -0.21
+/- Cat 0.68 -3.13 1.15 -1.13
+/- Index -2.42 -1.12 -2.51 -0.22

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.40 -0.72 -0.08 95 / 122
3 Month -0.87 0.14 0.43 59 / 122
1 Year 3.71 -0.91 -0.72 72 / 122
3 Year 7.01 -1.15 -1.44 48 / 119
5 Year 7.49 -0.44 -1.30 30 / 95

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 11.83 11.15 13.2
Sharpe Ratio 0.6 0.65 0.66
R-Squared 99 95.88 --
Beta 0.89 0.83 --
Alpha -0.59 -0.06 --

Fund Details

Fund Inception 26 Jan 1984
Responsible Entity AMP Life Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2015)
--
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 40.491
International Equity 49.303
Listed Property 2.421
Unlisted Property 1.521
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.191
Other 5.073

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 May 2022

APIR Code AMP0418AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 16.2083
Exit Price $ 16.1273
Exit Price
1 Week Change $
0.0199

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Prosective Fees & Costs

as at 30 Jun 2016

Total Cost Ratio (Prospective) 1.90%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --