Morningstar Fund Report
AMP Personal Achiever-AMP Aus Share
Performance
30 Apr 2022
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 | Apr-22 | |
---|---|---|---|---|
Fund | 5.06 | -5.63 | 19.51 | 3.58 |
+/- Cat | -0.28 | -4.65 | -2.07 | 4.95 |
+/- Index | -6.48 | 2.05 | -8.29 | -1.69 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.93 | 1.00 | -0.08 | 4 / 12 |
3 Month | 5.12 | 4.56 | -3.12 | 3 / 12 |
1 Year | 6.54 | 4.59 | -3.62 | 3 / 11 |
3 Year | 6.53 | -0.44 | -2.89 | 7 / 9 |
5 Year | 5.66 | -0.63 | -3.15 | 6 / 7 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.53 | 12.93 | 17.65 |
Sharpe Ratio | 0.54 | 0.58 | 0.58 |
R-Squared | 99.61 | 87.27 | -- |
Beta | 0.71 | 0.68 | -- |
Alpha | -0.52 | 0.41 | -- |
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 24 May 2022
APIR Code | AMP0246AU |
Legal Type | Investment Bond |
Status | Closed |
Category | Equity Australia Large Growth |
Entry Price $ | -- |
Exit Price $ | 4.7386 |
Exit Price 1 Week Change $ |
0.0078 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year | |
10 Year |
Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |