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About

Morningstar Fund Report

AMP Wealth All Growth

Wholesale

Fund Report | Report generated 24 Jul 2021 |

Performance

30 Jun 2021

Growth of $10,000

Fund
Fund: AMP Wealth All 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 8.74 -2.33 25.85 25.85
+/- Cat 1.68 -2.17 2.58 2.58
+/- Index -2.46 -1.47 1.16 1.16

Trailing Total Returns

as at 30 Jun 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.58 0.41 -0.67 --
3 Month 7.21 0.73 -0.86 --
1 Year 25.85 2.59 1.16 --
3 Year 10.16 0.53 -1.03 --
5 Year 10.96 0.79 -0.62 --

Risk Analysis

as at 30 Jun 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.23 11.42 12.66
Sharpe Ratio 0.78 0.74 0.84
R-Squared 97.74 94.68 --
Beta 0.96 0.88 --
Alpha -0.53 -1.05 --

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 Jun 2021)
556.89
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2021

Domestic Equity 39.700
International Equity 48.150
Listed Property 5.330
Unlisted Property 3.290
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.380
Other 3.150

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