Morningstar Fund Report
AMP Personal Achiever-AMP All Growth
Fund Report | Report generated 20 Jun 2021 | 
Performance
31 May 2021
Growth of $10,000
Fund: AMP Personal Achiever-AMP All Growth
Index: Morningstar Aus Msec Aggressive TR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-18 | Jun-19 | Jun-20 | May-21 | |
|---|---|---|---|---|
| Fund | 8.01 | 5.31 | -2.27 | 17.62 |
| +/- Cat | -0.75 | 0.53 | 0.34 | 1.16 |
| +/- Index | -4.72 | -5.89 | -1.41 | -3.13 |
Trailing Total Returns
as at 31 May 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 1.07 | -0.21 | -0.43 | 23 / 28 |
| 3 Month | 5.88 | -0.11 | -2.46 | 20 / 28 |
| 1 Year | 18.97 | 1.72 | -2.27 | 8 / 28 |
| 3 Year | 7.02 | 0.71 | -3.87 | 5 / 20 |
| 5 Year | 7.08 | 0.48 | -3.28 | 9 / 20 |
Risk Analysis
as at 31 May 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 9.83 | 9.06 | -- |
| Sharpe Ratio | 0.64 | 0.64 | -- |
| R-Squared | 96.61 | 95.13 | -- |
| Beta | 0.77 | 0.7 | -- |
| Alpha | -1.51 | -1.34 | -- |
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 31 May 2021
| Domestic Equity | 40.473 |
| International Equity | 47.615 |
| Listed Property | 5.343 |
| Unlisted Property | 3.373 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 0.163 |
| Other | 3.035 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 17 Jun 2021
| APIR Code | AMP0244AU |
| Legal Type | Investment Bond |
| Status | Closed |
| Category | Multisector Aggressive |
| Entry Price $ | -- |
| Exit Price $ | 3.3194 |
| Exit Price 1 Week Change $ |
0.0155 |
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 | -- |