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About

Morningstar Fund Report

AMP Wealth Conservative

Wholesale

Fund Report | Report generated 24 May 2022 |

Performance

31 Mar 2022

Growth of $10,000

Fund
Fund: AMP Wealth Conservative
Index
Index: Morningstar AUS Mod Tgt Alloc NR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Mar 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.47 -0.26 0.36 --
3 Month -2.77 -0.55 1.28 --
1 Year 1.86 -0.15 1.02 --
3 Year 3.32 0.19 -0.09 --
5 Year 4.02 0.77 -0.24 --

Risk Analysis

as at 31 Mar 2022
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 31 Jul 1990
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2022)
619.56
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 10.600
International Equity 16.560
Listed Property 1.610
Unlisted Property 4.050
Domestic Fixed Interest 22.210
International Fixed Interest 17.070
Cash 22.180
Other 5.720

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at --

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