Morningstar Fund Report
AMP Wealth All Growth
Fund Report | Report generated 27 Oct 2021 | 
Performance
30 Sep 2021
Growth of $10,000
Fund: AMP Wealth All Growth
Index: Morningstar Aus Msec Aggressive TR AUD
Category: Multisector Aggressive
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Sep-21 | |
|---|---|---|---|---|
| Fund | 8.74 | -2.33 | 25.85 | 1.11 |
| +/- Cat | 1.68 | -2.17 | 2.56 | -0.55 |
| +/- Index | -2.46 | -1.47 | 1.16 | -1.55 |
Trailing Total Returns
as at 30 Sep 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -2.10 | -0.32 | 0.29 | -- |
| 3 Month | 1.11 | -0.55 | -1.55 | -- |
| 1 Year | 24.16 | 1.42 | -1.30 | -- |
| 3 Year | 9.38 | 0.06 | -1.35 | -- |
| 5 Year | 10.49 | 0.68 | -1.04 | -- |
Risk Analysis
as at 30 Sep 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 12.35 | 11.67 | 12.82 |
| Sharpe Ratio | 0.73 | 0.71 | 0.81 |
| R-Squared | 97.53 | 94.79 | -- |
| Beta | 0.95 | 0.89 | -- |
| Alpha | -0.79 | -1.04 | -- |
Fund Details
| Fund Inception | 31 Jan 1984 |
| Responsible Entity | AMP Capital Investors Limited |
| Fund Manager | AMP Capital Investors Limited |
| Base Currency | $A |
| Net Assets $Mil (as at 30 Sep 2021) |
544.84 |
| Minimum Investment $ | 10,000,000 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Sep 2021
| Domestic Equity | 40.340 |
| International Equity | 46.980 |
| Listed Property | 5.050 |
| Unlisted Property | 3.250 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 1.190 |
| Other | 3.190 |
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 |
|
| 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 | -- / -- |