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About

Morningstar Fund Report

AMP Personal Achiever-AMP Moderate Gr

Retail

Fund Report | Report generated 20 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: AMP Personal Achiever-AMP Moderate Gr
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Aug-21
Fund 4.87 -2.19 11.49 1.94
+/- Cat 0.17 -0.17 -2.20 -0.54
+/- Index -5.70 -1.54 -8.01 -2.47

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.02 -0.28 -1.17 70 / 88
3 Month 3.36 -0.49 -3.90 70 / 88
1 Year 10.91 -3.22 -10.20 81 / 86
3 Year 4.70 -0.80 -5.15 61 / 80
5 Year 4.38 -1.34 -5.39 72 / 79

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.67 7.56 10.62
Sharpe Ratio 0.61 0.66 0.87
R-Squared 96.96 93.22 --
Beta 0.62 0.69 --
Alpha -1.66 -1.46 --

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 Aug 2021

Domestic Equity 17.131
International Equity 28.723
Listed Property 0.651
Unlisted Property 7.521
Domestic Fixed Interest 16.571
International Fixed Interest 15.451
Cash 7.851
Other 6.102

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 16 Sep 2021

APIR Code AMP0242AU
Legal Type Investment Bond
Status Closed
Category Multisector Growth
Entry Price $ --
Exit Price $ 2.9489
Exit Price
1 Week Change $
0.0062

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 -- / --