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About

Morningstar Fund Report

AMP Personal Achiever-AMP Cash Based

Retail

Fund Report | Report generated 20 Apr 2021 |

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: AMP Personal Achiever-AMP Cash Based
Index
Index: RBA Bank accepted Bills 90 Days
Category
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 2021
Total 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 2021
3-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  Learn more

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 0
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 --