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About

Morningstar Fund Report

AMP Wealth Moderate Growth

Wholesale

Fund Report | Report generated 06 Aug 2021 |

Performance

30 Jun 2021

Growth of $10,000

Fund
Fund: AMP Wealth Moderate Growth
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Jun-21
Fund 6.77 0.66 13.08 13.08
+/- Cat 1.44 0.59 0.30 0.30
+/- Index -2.86 -0.04 -1.01 -1.01

Trailing Total Returns

as at 30 Jun 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.68 0.46 -0.45 --
3 Month 4.25 0.45 -0.98 --
1 Year 13.08 0.30 -1.01 --
3 Year 6.72 0.78 -1.28 --
5 Year 6.80 0.81 -0.99 --

Risk Analysis

as at 30 Jun 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 6.22 6.69 7.92
Sharpe Ratio 0.94 0.6 0.9
R-Squared 97.15 90.53 --
Beta 0.78 0.81 --
Alpha 0.29 -0.94 --

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 30 Jun 2021)
1,133.93
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2021

Domestic Equity 17.282
International Equity 26.314
Listed Property 2.552
Unlisted Property 7.592
Domestic Fixed Interest 16.252
International Fixed Interest 15.372
Cash 8.522
Other 6.115

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  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3000

Annual

ICR pa (--) --
Max Management Fee pa 0.00%
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage --