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About

Morningstar Fund Report

AMP Personal Achiever-AMP Moderate Gr

Retail

Fund Report | Report generated 29 Jun 2022 |

Performance

31 May 2022

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 May-22
Fund 4.87 -2.19 11.49 -4.09
+/- Cat 0.17 -0.17 -2.20 -2.72
+/- Index -4.95 -1.14 -8.90 -1.39

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.15 -0.08 0.48 61 / 89
3 Month -2.33 -1.10 -0.13 82 / 89
1 Year -2.75 -2.71 -2.26 85 / 87
3 Year 2.14 -1.72 -4.03 78 / 83
5 Year 2.63 -1.42 -4.19 76 / 78

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 6.75 7.41 10.68
Sharpe Ratio 0.3 0.52 0.58
R-Squared 98.15 94.3 --
Beta 0.63 0.67 --
Alpha -1.9 -0.49 --

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 May 2022

Domestic Equity 17.889
International Equity 27.797
Listed Property 1.249
Unlisted Property 4.519
Domestic Fixed Interest 16.609
International Fixed Interest 16.719
Cash 6.999
Other 8.217

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 27 Jun 2022

APIR Code AMP0242AU
Legal Type Investment Bond
Status Closed
Category Multisector Growth
Entry Price $ --
Exit Price $ 2.6925
Exit Price
1 Week Change $
0.0515

Morningstar Ratings

Overall 1
3 Year 1
5 Year 1
10 Year 1

Prosective Fees & Costs

as at --

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