Morningstar Fund Report
AMP Growth Bond-AMP All Growth
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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
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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 | -- / -- |