Morningstar Fund Report
AMP Personal Achiever-AMP Cash Based
Fund Report | Report generated 26 Jan 2022 | 
Performance
31 Dec 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-19 | Jun-20 | Jun-21 | Dec-21 | |
|---|---|---|---|---|
| Fund | -0.25 | -0.95 | -1.31 | -0.73 |
| +/- Cat | -0.89 | -1.06 | -1.32 | -0.61 |
| +/- Index | -2.10 | -1.66 | -1.36 | -0.75 |
Trailing Total Returns
as at 31 Dec 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -0.14 | -0.12 | -0.14 | 27 / 27 |
| 3 Month | -0.37 | -0.30 | -0.39 | 27 / 27 |
| 1 Year | -1.43 | -1.32 | -1.46 | 27 / 27 |
| 3 Year | -1.04 | -1.15 | -1.58 | 26 / 26 |
| 5 Year | -0.78 | -1.04 | -1.84 | 26 / 26 |
Risk Analysis
as at 31 Dec 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 0.17 | 0.26 | 0.19 |
| Sharpe Ratio | -10.12 | -3.22 | -- |
| R-Squared | 4.25 | 5.48 | -- |
| Beta | -1.54 | -2.1 | -- |
| Alpha | -1.64 | -0.52 | -- |
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 24 Jan 2022
| APIR Code | AMP0241AU |
| Legal Type | Investment Bond |
| Status | Closed |
| Category | Australian Cash |
| Entry Price $ | -- |
| Exit Price $ | 1.4276 |
| Exit Price 1 Week Change $ |
-0.0004 |
Morningstar Ratings
| Overall |
|
| 3 Year | |
| 5 Year | |
| 10 Year |
Prosective Fees & Costs
as at --
| Total Cost Ratio (Prospective) | -- |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |