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About

Morningstar Fund Report

AMP Personal Achiever-AMP Moderate Gr

Retail

Fund Report | Report generated 29 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: AMP Personal Achiever-AMP Moderate Gr
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 4.87 -2.19 11.49 2.14
+/- Cat 0.17 -0.17 -2.20 -1.01
+/- Index -4.95 -1.14 -8.90 -2.37

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.35 0.03 -0.58 40 / 86
3 Month 1.87 -0.15 -1.32 50 / 86
1 Year 7.40 -2.54 -6.95 83 / 85
3 Year 6.27 -1.33 -6.09 71 / 79
5 Year 4.35 -1.22 -4.89 70 / 78

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.47 7.22 10.36
Sharpe Ratio 0.89 1 1.13
R-Squared 98.19 94.49 --
Beta 0.62 0.68 --
Alpha -1.48 -0.89 --

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)
0.19
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2021

Domestic Equity 17.619
International Equity 28.167
Listed Property 0.699
Unlisted Property 5.369
Domestic Fixed Interest 16.509
International Fixed Interest 15.599
Cash 8.779
Other 7.257

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 24 Jan 2022

APIR Code AMP0242AU
Legal Type Investment Bond
Status Closed
Category Multisector Growth
Entry Price $ --
Exit Price $ 2.8815
Exit Price
1 Week Change $
-0.0483

Morningstar Ratings

Overall 2
3 Year 2
5 Year 1
10 Year 2

Prosective Fees & Costs

as at --

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