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About

Morningstar Fund Report

AMP Wealth Balanced Gr

Wholesale

Fund Report | Report generated 06 May 2021 |

Performance

31 Mar 2021

Growth of $10,000

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

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Mar-21
Fund 9.72 7.05 -0.47 11.75
+/- Cat 1.96 0.44 0.70 0.14
+/- Index -0.75 -3.53 0.18 -0.18

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.20 -0.01 -0.71 --
3 Month 3.46 0.44 0.62 --
1 Year 19.17 -0.62 -2.16 --
3 Year 7.23 0.49 -1.71 --
5 Year 7.77 0.71 -1.09 --

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.69 8.9 10.53
Sharpe Ratio 0.73 0.66 0.77
R-Squared 97.6 93.74 --
Beta 0.82 0.82 --
Alpha -0.28 -0.9 --

Fund Details

Fund Inception 30 Sep 1985
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2021)
4,071.02
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2021

Domestic Equity 25.339
International Equity 33.278
Listed Property 5.609
Unlisted Property 8.619
Domestic Fixed Interest 9.659
International Fixed Interest 7.619
Cash 1.259
Other 8.618

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
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 --