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About

Morningstar Fund Report

AMP Wealth All Growth

Wholesale

Fund Report | Report generated 27 Oct 2021 |

Performance

30 Sep 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 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 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 -- / --