Morningstar Fund Report
AMP Growth Bond-AMP All Growth
Fund Report | Report generated 26 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: AMP Growth Bond-AMP All Growth
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | 6.07 | -1.51 | 20.66 | -0.63 |
| +/- Cat | 1.29 | 1.10 | 2.25 | -0.26 |
| +/- Index | -4.09 | 0.66 | -6.29 | -0.64 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.51 | -0.12 | 0.81 | 19 / 32 |
| 3 Month | -0.62 | 0.60 | 0.68 | 11 / 33 |
| 1 Year | 2.52 | -0.07 | -1.90 | 17 / 30 |
| 3 Year | 6.24 | 1.00 | -2.21 | 4 / 31 |
| 5 Year | 6.34 | 0.88 | -2.44 | 3 / 21 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 9.54 | 9 | 13.2 |
| Sharpe Ratio | 0.64 | 0.58 | 0.66 |
| R-Squared | 98.52 | 95.43 | -- |
| Beta | 0.72 | 0.67 | -- |
| Alpha | -0.06 | -0.56 | -- |
Fund Details
| Fund Inception | 15 Aug 2008 |
| Responsible Entity | AMP Life Limited |
| Fund Manager | AMP Capital Investors Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 31 Dec 2019) |
64.25 |
| Minimum Investment $ | 1,200 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Apr 2022
| Domestic Equity | 40.491 |
| International Equity | 49.303 |
| Listed Property | 2.421 |
| Unlisted Property | 1.521 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 1.191 |
| Other | 5.073 |
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 23 May 2022
| APIR Code | AMP1195AU |
| Legal Type | Investment Bond |
| Status | Open |
| Category | Multisector Aggressive |
| Entry Price $ | 1.9351 |
| Exit Price $ | 1.9351 |
| Exit Price 1 Week Change $ |
-0.0025 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
Prosective Fees & Costs
as at 30 Jun 2016
| Total Cost Ratio (Prospective) | 1.04% |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |