Morningstar Fund Report
AMP Personal Achiever-AMP Aus Share
Fund Report | Report generated 31 Jul 2021 | 
Performance
30 Jun 2021
Growth of $10,000
Fund: AMP Personal Achiever-AMP Aus Share
Index: S&P/ASX 200 TR AUD
Category: Equity Australia Large Growth
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Jun-21 | |
|---|---|---|---|---|
| Fund | 5.06 | -5.63 | 19.51 | 19.51 |
| +/- Cat | -0.28 | -4.65 | -2.05 | -2.05 |
| +/- Index | -6.48 | 2.05 | -8.29 | -8.29 |
Trailing Total Returns
as at 30 Jun 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 1.36 | -0.65 | -0.90 | 7 / 8 |
| 3 Month | 5.56 | -1.25 | -2.73 | 8 / 8 |
| 1 Year | 19.51 | -2.05 | -8.29 | 7 / 8 |
| 3 Year | 5.82 | -2.42 | -3.77 | 6 / 7 |
| 5 Year | 6.92 | -1.38 | -4.24 | 6 / 7 |
Risk Analysis
as at 30 Jun 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 12.62 | 12.07 | 17.56 |
| Sharpe Ratio | 0.44 | 0.59 | 0.56 |
| R-Squared | 99.3 | 92.16 | -- |
| Beta | 0.72 | 0.66 | -- |
| Alpha | -1.5 | 0.57 | -- |
Fund Details
| Fund Inception | 05 Apr 1994 |
| Responsible Entity | AMP Life Limited |
| Fund Manager | AMP Capital Investors Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 31 Dec 2019) |
0.11 |
| Minimum Investment $ | 500 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Oct 2014
| Domestic Equity | 89.889 |
| International Equity | 0.000 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 10.111 |
| Other | 0.000 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 29 Jul 2021
| APIR Code | AMP0246AU |
| Legal Type | Investment Bond |
| Status | Closed |
| Category | Equity Australia Large Growth |
| Entry Price $ | -- |
| Exit Price $ | 4.7706 |
| Exit Price 1 Week Change $ |
0.0268 |
Morningstar Ratings
| Overall |
|
| 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 | 5.2631 |
Annual
| ICR pa (--) | -- |
| Max Management Fee pa |
-- |
| Max Admin Fee pa |
0.00% |
| Performance Fee pa (--) |
-- |
| Max Brokerage | -- |