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About

Morningstar Fund Report

AMP Personal Achiever-AMP Balanced Gr

Retail

Fund Report | Report generated 13 May 2021 |

Performance

30 Apr 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-18 Jun-19 Jun-20 Apr-21
Fund 6.13 5.81 -2.37 12.48
+/- Cat 0.85 1.62 -0.65 3.52
+/- Index -2.30 -3.82 -3.07 1.87

Trailing Total Returns

as at 30 Apr 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.11 0.44 0.09 4 / 40
3 Month 4.42 1.09 0.38 7 / 40
1 Year 15.44 4.40 1.97 2 / 40
3 Year 5.64 1.52 -2.06 1 / 34
5 Year 5.55 1.13 -1.97 1 / 32

Risk Analysis

as at 30 Apr 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.2 6.44 7.89
Sharpe Ratio 0.59 0.54 0.86
R-Squared 96.1 92.8 --
Beta 1.02 0.78 --
Alpha -2.05 -1.93 --

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 Mar 2021

Domestic Equity 25.339
International Equity 33.278
Listed Property 5.609
Unlisted Property 8.619
Domestic Fixed Interest 9.659
International Fixed Interest 7.619
Cash 1.259
Other 8.618

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 10 May 2021

APIR Code AMP0243AU
Legal Type Investment Bond
Status Closed
Category Multisector Balanced
Entry Price $ --
Exit Price $ 3.1180
Exit Price
1 Week Change $
0.0113

Morningstar Ratings

Overall 5
3 Year 5
5 Year 5
10 Year 4

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 5.2630

Annual

ICR pa (--) --
Max Management Fee pa --
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage --