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Morningstar Fund Report

AMP Wealth Moderate Growth

Wholesale

Fund Report | Report generated 03 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: AMP Wealth Moderate Growth
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Oct-21
Fund 6.77 0.66 13.08 0.89
+/- Cat 1.44 0.59 0.29 -0.16
+/- Index -2.28 -0.05 -1.00 0.20

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.09 -0.05 0.35 --
3 Month -0.22 -0.33 0.51 --
1 Year 12.19 -0.08 -0.51 --
3 Year 7.25 0.49 -1.15 --
5 Year 6.82 0.88 -0.83 --

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.03 6.49 7.6
Sharpe Ratio 1.08 0.74 1.02
R-Squared 98.2 90.75 --
Beta 0.79 0.82 --
Alpha 0.46 -0.65 --

Fund Details

Fund Inception 20 Dec 1995
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2021)
1,106.90
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2021

Domestic Equity 17.289
International Equity 27.577
Listed Property 0.669
Unlisted Property 6.349
Domestic Fixed Interest 16.339
International Fixed Interest 15.589
Cash 8.679
Other 7.507

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Balanced
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 -- / --