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About

Morningstar Fund Report

AMP Wealth High Growth

Wholesale

Fund Report | Report generated 05 Aug 2021 |

Performance

30 Jun 2021

Growth of $10,000

Fund
Fund: AMP Wealth High Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Jun-21
Fund 8.49 -0.75 22.83 22.83
+/- Cat 1.43 -0.59 -0.43 -0.43
+/- Index -2.71 0.10 -1.86 -1.86

Trailing Total Returns

as at 30 Jun 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.46 0.29 -0.80 --
3 Month 6.58 0.11 -1.49 --
1 Year 22.83 -0.43 -1.86 --
3 Year 9.77 0.14 -1.42 --
5 Year 10.19 0.01 -1.39 --

Risk Analysis

as at 30 Jun 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.74 11.42 12.66
Sharpe Ratio 0.84 0.74 0.84
R-Squared 97.98 94.68 --
Beta 0.84 0.88 --
Alpha 0.17 -1.05 --

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 30 Jun 2021)
1,064.05
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2021

Domestic Equity 32.121
International Equity 42.032
Listed Property 6.341
Unlisted Property 5.751
Domestic Fixed Interest 3.481
International Fixed Interest 3.701
Cash 0.491
Other 6.083

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  

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 2.10%
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage 0.0000