Morningstar Fund Report
AMP Personal Achiever-AMP Cash Based
Performance
31 Mar 2021
Growth of $10,000

Fund: AMP Personal Achiever-AMP Cash Based

Index: RBA Bank accepted Bills 90 Days

Category: Australian Cash
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | -0.42 | -0.25 | -0.95 | -0.96 |
+/- Cat | -0.89 | -0.89 | -1.06 | -0.91 |
+/- Index | -2.25 | -2.10 | -1.66 | -1.00 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.12 | -0.10 | -0.12 | 28 / 30 |
3 Month | -0.36 | -0.32 | -0.36 | 29 / 30 |
1 Year | -1.10 | -1.16 | -1.17 | 29 / 30 |
3 Year | -0.75 | -1.02 | -1.78 | 27 / 28 |
5 Year | -0.61 | -0.95 | -1.95 | 26 / 27 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 0.18 | 0.26 | 0.23 |
Sharpe Ratio | -10.2 | -4.43 | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
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) |
0.03 |
Minimum Investment $ | 500 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating
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Quick Stats
as at 15 Apr 2021
APIR Code | AMP0241AU |
Legal Type | Investment Bond |
Status | Closed |
Category | Australian Cash |
Entry Price $ | -- |
Exit Price $ | 1.4434 |
Exit Price 1 Week Change $ |
-0.0004 |
Morningstar Ratings
Overall |
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3 Year | |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 5.2632 |
Annual
ICR pa (--) | -- |
Max Management Fee pa![]() |
-- |
Max Admin Fee pa![]() |
0.00% |
Performance Fee pa (--) |
-- |
Max Brokerage | -- |