Morningstar Fund Report
AMP Wealth All Growth
Fund Report | Report generated 24 Jul 2021 | 
Performance
30 Jun 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 | 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 |
|
| 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 | -- |