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About

Morningstar Fund Report

AMP Personal Achiever-AMP Balanced Gr

Retail

Fund Report | Report generated 28 Jun 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: AMP Personal Achiever-AMP Balanced Gr
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 May-22
Fund 5.81 -2.37 15.52 -3.07
+/- Cat 1.62 -0.65 4.41 -0.89
+/- Index -3.24 -3.08 1.44 1.13

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.43 -0.43 -0.12 38 / 42
3 Month -1.76 -0.17 1.33 30 / 42
1 Year -1.33 -0.22 1.16 23 / 41
3 Year 3.81 0.99 -0.31 7 / 39
5 Year 4.04 0.91 -1.10 4 / 33

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 8.18 6.32 7.87
Sharpe Ratio 0.46 0.43 0.51
R-Squared 97.02 93.69 --
Beta 1.02 0.78 --
Alpha -0.37 -0.42 --

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 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 24 Jun 2022

APIR Code AMP0243AU
Legal Type Investment Bond
Status Closed
Category Multisector Balanced
Entry Price $ --
Exit Price $ 2.9648
Exit Price
1 Week Change $
0.0528

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
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 -- / --