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About

Morningstar Fund Report

AMP Wealth High Growth

Wholesale

Fund Report | Report generated 03 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: AMP Wealth High Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Oct-21
Fund 8.49 -0.75 22.83 2.32
+/- Cat 1.43 -0.59 -0.46 -0.22
+/- Index -1.66 1.42 -4.12 -0.35

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.17 0.43 0.09 --
3 Month 1.09 -0.06 -0.04 --
1 Year 22.69 -0.54 -4.21 --
3 Year 11.15 -0.27 -1.71 --
5 Year 10.43 0.14 -1.49 --

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.39 11.25 13.12
Sharpe Ratio 1.01 0.91 0.94
R-Squared 99.11 96.8 --
Beta 0.79 0.84 --
Alpha 0.74 -0.36 --

Fund Details

Fund Inception 29 Feb 2000
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2021)
1,049.52
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2021

Domestic Equity 32.270
International Equity 45.070
Listed Property 3.420
Unlisted Property 3.040
Domestic Fixed Interest 2.980
International Fixed Interest 3.720
Cash 0.870
Other 8.630

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

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