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About

Morningstar Fund Report

AMP Pers Super Bd-AMP Balanced Growth

Retail

Fund Report | Report generated 22 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

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

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 5.96 -1.44 16.71 3.58
+/- Cat -0.64 -0.28 -0.57 -0.38
+/- Index -3.86 -0.39 -3.67 -0.93

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.57 -0.08 -0.36 187 / 306
3 Month 2.88 0.36 -0.31 86 / 304
1 Year 12.35 -0.20 -2.00 114 / 304
3 Year 9.62 -0.47 -2.74 125 / 300
5 Year 7.08 -0.34 -2.17 95 / 239

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.4 8.58 10.36
Sharpe Ratio 1.08 1.08 1.13
R-Squared 97.46 94.94 --
Beta 0.8 0.81 --
Alpha -0.34 -0.34 --

Fund Details

Fund Inception 04 Jun 1987
Responsible Entity AMP Life Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 May 2015)
--
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2021

Domestic Equity 25.431
International Equity 38.003
Listed Property 2.321
Unlisted Property 5.001
Domestic Fixed Interest 9.511
International Fixed Interest 7.461
Cash 1.961
Other 10.313

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Jan 2022

APIR Code AMP0415AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 8.7299
Exit Price $ 8.6863
Exit Price
1 Week Change $
-0.1252

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Prosective Fees & Costs

as at 30 Sep 2020

Total Cost Ratio (Prospective) 1.95%
Investment Management Fee 1.84%
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread 0.23% / 0.33%