Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

AMP Personal Achiever-AMP Moderate Gr

Retail

Fund Report | Report generated 14 Jun 2021 |

Performance

31 May 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-18 Jun-19 Jun-20 May-21
Fund 4.37 4.87 -2.19 9.95
+/- Cat -1.98 0.17 -0.17 -2.24
+/- Index -6.09 -5.70 -1.54 -6.36

Trailing Total Returns

as at 31 May 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.66 -0.31 -0.62 72 / 85
3 Month 3.86 -0.78 -3.08 72 / 85
1 Year 10.68 -2.03 -6.12 66 / 84
3 Year 4.34 -0.81 -4.89 58 / 78
5 Year 3.92 -1.26 -4.68 68 / 76

Risk Analysis

as at 31 May 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.64 7.48 --
Sharpe Ratio 0.53 0.6 --
R-Squared 96.76 93.67 --
Beta 0.62 0.69 --
Alpha -1.71 -1.47 --

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 30 Apr 2021

Domestic Equity 17.540
International Equity 25.730
Listed Property 2.530
Unlisted Property 7.720
Domestic Fixed Interest 16.400
International Fixed Interest 15.560
Cash 8.030
Other 6.490

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 10 Jun 2021

APIR Code AMP0242AU
Legal Type Investment Bond
Status Closed
Category Multisector Growth
Entry Price $ --
Exit Price $ 2.8880
Exit Price
1 Week Change $
0.0147

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 5.2633

Annual

ICR pa (--) --
Max Management Fee pa --
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage --