Morningstar Fund Report
AMP Personal Achiever-AMP Cash Based
Fund Report | Report generated 20 Apr 2021 | 
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 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 |
|
| 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 | -- |