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About

Morningstar Fund Report

AMP Wealth Balanced Gr

Wholesale

Fund Report | Report generated 23 May 2022 |

Performance

31 Mar 2022

Growth of $10,000

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

Financial Year Total Returns

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

Trailing Total Returns

as at 31 Mar 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.60 0.48 0.10 --
3 Month -2.10 0.31 1.28 --
1 Year 7.74 1.10 0.45 --
3 Year 7.49 0.68 -0.51 --
5 Year 7.32 0.90 -0.59 --

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 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 2022)
3,992.69
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 25.889
International Equity 37.297
Listed Property 2.679
Unlisted Property 4.469
Domestic Fixed Interest 9.429
International Fixed Interest 7.339
Cash 2.339
Other 10.557

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  

Prosective Fees & Costs

as at --

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