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About

Morningstar Fund Report

AMP Personal Achiever-AMP Balanced Gr

Retail

Fund Report | Report generated 25 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: AMP Personal Achiever-AMP Balanced Gr
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Aug-21
Fund 5.81 -2.37 15.52 2.52
+/- Cat 1.62 -0.65 4.41 0.50
+/- Index -3.82 -3.07 1.43 -1.01

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.44 0.41 -0.18 4 / 41
3 Month 4.36 1.22 -1.37 2 / 41
1 Year 15.04 3.44 -0.51 3 / 41
3 Year 6.18 1.60 -2.09 1 / 35
5 Year 5.95 1.25 -2.07 1 / 33

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.24 6.48 7.95
Sharpe Ratio 0.68 0.64 0.94
R-Squared 96.08 92.59 --
Beta 1.02 0.78 --
Alpha -2.06 -1.8 --

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)
0.36
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2021

Domestic Equity 25.362
International Equity 40.356
Listed Property 2.162
Unlisted Property 8.242
Domestic Fixed Interest 9.112
International Fixed Interest 7.432
Cash -0.588
Other 7.925

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 Sep 2021

APIR Code AMP0243AU
Legal Type Investment Bond
Status Closed
Category Multisector Balanced
Entry Price $ --
Exit Price $ 3.2472
Exit Price
1 Week Change $
-0.0159

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year 4

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --