Morningstar Fund Report
AMP MFIP-Zurich American Cent Global Gr
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP MFIP-Zurich American Cent Global Gr

Index: MSCI World Ex Australia NR AUD

Category: Equity World Large Growth
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 15.73 | 6.88 | 27.90 | -10.08 |
+/- Cat | 2.59 | 0.66 | -0.54 | 3.58 |
+/- Index | 3.78 | 1.70 | 0.40 | -8.93 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -4.89 | 1.09 | -1.72 | 25 / 42 |
3 Month | -11.61 | 1.70 | -2.28 | 26 / 42 |
1 Year | -4.97 | 3.78 | -9.70 | 24 / 39 |
3 Year | 8.13 | 1.97 | -1.95 | 13 / 38 |
5 Year | 11.09 | 2.12 | -0.28 | 13 / 38 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.07 | 13.12 | 12.05 |
Sharpe Ratio | 0.68 | 0.6 | 0.83 |
R-Squared | 84.78 | 70.72 | -- |
Beta | 0.92 | 0.88 | -- |
Alpha | -1.01 | -0.99 | -- |
Fund Details
Fund Inception | 03 Sep 2005 |
Responsible Entity | AMP Superannuation Limited |
Fund Manager | Lazard Asset Management Pacific Co |
Base Currency | $A |
Net Assets $Mil (as at 31 Dec 2019) |
1.37 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2022

Size | Large Style | Growth
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 0.000 |
International Equity | 93.766 |
Listed Property | 5.604 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.630 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 19 May 2022
APIR Code | AMP1063AU |
Legal Type | Allocated Pension |
Status | Open |
Category | Equity World Large Growth |
Entry Price $ | 1.2275 |
Exit Price $ | 1.2275 |
Exit Price 1 Week Change $ |
-0.0182 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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Prosective Fees & Costs
as at 30 Jun 2016
Total Cost Ratio (Prospective) | 0.77% |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |