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About

Morningstar Fund Report

AMP Personal Achiever-AMP All Growth

Retail

Fund Report | Report generated 21 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: AMP Personal Achiever-AMP All Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 5.31 -2.27 19.96 0.48
+/- Cat 0.53 0.34 1.55 -0.88
+/- Index -5.89 -1.41 -4.73 -2.18

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.16 -0.62 0.24 32 / 32
3 Month 0.48 -0.88 -2.18 32 / 32
1 Year 18.33 0.15 -7.14 15 / 31
3 Year 6.60 0.26 -4.13 12 / 26
5 Year 7.34 0.34 -4.19 9 / 22

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.99 9.24 12.82
Sharpe Ratio 0.62 0.65 0.81
R-Squared 96.64 93.38 --
Beta 0.77 0.7 --
Alpha -1.74 -1.26 --

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 Sep 2021

Domestic Equity 40.340
International Equity 46.980
Listed Property 5.050
Unlisted Property 3.250
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.190
Other 3.190

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Oct 2021

APIR Code AMP0244AU
Legal Type Investment Bond
Status Closed
Category Multisector Aggressive
Entry Price $ --
Exit Price $ 3.3851
Exit Price
1 Week Change $
0.0497

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --