Morningstar Fund Report
AMP Personal Achiever-AMP All Growth
Fund Report | Report generated 25 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: AMP Personal Achiever-AMP All Growth
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | 5.31 | -2.27 | 19.96 | -1.03 |
| +/- Cat | 0.53 | 0.34 | 1.55 | -0.66 |
| +/- Index | -4.85 | -0.09 | -6.99 | -1.04 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.71 | -0.31 | 0.62 | 27 / 32 |
| 3 Month | -0.91 | 0.31 | 0.39 | 20 / 33 |
| 1 Year | 2.02 | -0.58 | -2.41 | 22 / 30 |
| 3 Year | 5.57 | 0.33 | -2.89 | 12 / 31 |
| 5 Year | 5.59 | 0.14 | -3.19 | 11 / 21 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 9.6 | 9 | 13.2 |
| Sharpe Ratio | 0.58 | 0.58 | 0.66 |
| R-Squared | 98.84 | 95.43 | -- |
| Beta | 0.72 | 0.67 | -- |
| Alpha | -0.74 | -0.56 | -- |
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) |
0.11 |
| Minimum Investment $ | 500 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Apr 2022
| Domestic Equity | 40.491 |
| International Equity | 49.303 |
| Listed Property | 2.421 |
| Unlisted Property | 1.521 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 1.191 |
| Other | 5.073 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 23 May 2022
| APIR Code | AMP0244AU |
| Legal Type | Investment Bond |
| Status | Closed |
| Category | Multisector Aggressive |
| Entry Price $ | -- |
| Exit Price $ | 3.2105 |
| Exit Price 1 Week Change $ |
-0.0042 |
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 | -- / -- |