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About

Morningstar Fund Report

AMP Personal Achiever-AMP Balanced Gr

Retail

Fund Report | Report generated 22 Jan 2022 |

Performance

31 Dec 2021

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 Dec-21
Fund 5.81 -2.37 15.52 3.27
+/- Cat 1.62 -0.65 4.41 0.86
+/- Index -3.24 -3.08 1.44 0.16

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.78 0.63 0.42 2 / 40
3 Month 2.67 0.98 0.53 2 / 40
1 Year 10.84 2.87 1.29 3 / 40
3 Year 8.57 2.32 -1.07 2 / 37
5 Year 5.90 1.31 -1.59 1 / 33

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.9 6.19 7.53
Sharpe Ratio 1.02 0.95 1.19
R-Squared 97.31 94.08 --
Beta 1.04 0.8 --
Alpha -1.27 -1.32 --

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 Dec 2021

Domestic Equity 25.431
International Equity 38.003
Listed Property 2.321
Unlisted Property 5.001
Domestic Fixed Interest 9.511
International Fixed Interest 7.461
Cash 1.961
Other 10.313

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Jan 2022

APIR Code AMP0243AU
Legal Type Investment Bond
Status Closed
Category Multisector Balanced
Entry Price $ --
Exit Price $ 3.2264
Exit Price
1 Week Change $
-0.0475

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 -- / --