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About

Morningstar Fund Report

AMP Pers Super Bd-AMP Balanced Growth

Retail

Fund Report | Report generated 26 Jun 2022 |

Performance

31 May 2022

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 May-22
Fund 5.96 -1.44 16.71 -1.66
+/- Cat -0.64 -0.28 -0.57 -0.66
+/- Index -3.86 -0.39 -3.67 1.04

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.01 0.15 0.62 111 / 294
3 Month -1.33 0.00 0.87 142 / 294
1 Year 0.70 0.03 1.20 145 / 294
3 Year 5.08 -0.45 -1.08 109 / 290
5 Year 5.33 -0.26 -1.49 85 / 231

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 8.57 8.68 10.68
Sharpe Ratio 0.58 0.59 0.58
R-Squared 97.69 94.52 --
Beta 0.79 0.79 --
Alpha 0.05 0.11 --

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 May 2022

Domestic Equity 26.050
International Equity 37.330
Listed Property 2.540
Unlisted Property 4.630
Domestic Fixed Interest 9.430
International Fixed Interest 8.060
Cash 1.780
Other 10.180

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 22 Jun 2022

APIR Code AMP0415AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 7.9822
Exit Price $ 7.9423
Exit Price
1 Week Change $
-0.0507

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%