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Morningstar Fund Report

AMP Wealth High Growth

Wholesale

Fund Report | Report generated 29 May 2022 |

Performance

31 Mar 2022

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

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

Trailing Total Returns

as at 31 Mar 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.39 0.55 -0.05 --
3 Month -2.12 0.38 1.19 --
1 Year 9.53 0.28 -0.75 --
3 Year 9.37 -0.23 -0.88 --
5 Year 8.94 0.29 -0.78 --

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 29 Feb 2000
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2022)
1,003.05
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 Apr 2022

Domestic Equity 32.559
International Equity 44.697
Listed Property 3.659
Unlisted Property 2.729
Domestic Fixed Interest 2.749
International Fixed Interest 3.199
Cash 1.189
Other 9.217

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 -- / --