Morningstar Fund Report
AMP Wealth Moderate Growth
Fund Report | Report generated 03 Dec 2021 | 
Performance
31 Oct 2021
Growth of $10,000
Fund: AMP Wealth Moderate Growth
Index: Morningstar AUS Balance Tgt Alloc NR AUD
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 |
|
| 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 | -- / -- |