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About

Morningstar Fund Report

AMP Personal Achiever-AMP Int Share

Retail

Fund Report | Report generated 26 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: AMP Personal Achiever-AMP Int Share
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Aug-21
Fund 8.89 0.05 17.66 4.46
+/- Cat 1.31 -1.39 0.76 0.20
+/- Index -3.06 -5.12 -9.85 -2.80

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.21 0.26 -0.89 9 / 29
3 Month 7.46 0.29 -4.85 14 / 29
1 Year 20.12 1.24 -11.26 16 / 29
3 Year 8.33 -0.19 -6.36 12 / 25
5 Year 10.18 0.59 -5.41 7 / 21

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.03 8.96 12.34
Sharpe Ratio 0.85 0.9 1.11
R-Squared 96.23 81.11 --
Beta 0.72 0.65 --
Alpha -2.22 -0.91 --

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)
0.01
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2014

Domestic Equity 0.000
International Equity 96.857
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 3.143
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 Sep 2021

APIR Code AMP0245AU
Legal Type Investment Bond
Status Closed
Category Equity World Large Blend
Entry Price $ --
Exit Price $ 2.7393
Exit Price
1 Week Change $
-0.0229

Morningstar Ratings

Overall 4
3 Year 3
5 Year 4
10 Year 4

Prosective Fees & Costs

as at --

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