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Morningstar Fund Report

AMP Wealth High Growth

Wholesale

Fund Report | Report generated 14 Apr 2021 |

Performance

31 Mar 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-18 Jun-19 Jun-20 Mar-21
Fund 11.21 8.49 -0.75 15.25
+/- Cat 0.81 1.43 -0.59 -0.65
+/- Index -1.53 -2.71 0.10 -0.13

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.77 -0.06 -0.74 --
3 Month 4.38 -0.28 -0.05 --
1 Year 25.94 -3.04 -0.67 --
3 Year 9.06 0.11 -1.49 --
5 Year 9.37 -0.05 -1.39 --

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.67 11.45 12.6
Sharpe Ratio 0.77 0.66 0.78
R-Squared 97.88 94.2 --
Beta 0.84 0.88 --
Alpha -0.01 -1.24 --

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 28 Feb 2021)
1,011.43
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2021

Domestic Equity 32.590
International Equity 41.470
Listed Property 6.180
Unlisted Property 5.860
Domestic Fixed Interest 3.600
International Fixed Interest 3.870
Cash -0.100
Other 6.520

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