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About

Morningstar Fund Report

AMP Personal Achiever-AMP All Growth

Retail

Fund Report | Report generated 25 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: AMP Personal Achiever-AMP All Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
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
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 -- / --