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Morningstar Fund Report

AMP Capital FD Conservative

Wholesale

Fund Report | Report generated 29 May 2022 |

Performance

31 Mar 2022

Growth of $10,000

Fund
Fund: AMP Capital FD Conservative
Index
Index: Morningstar AUS Mod Tgt Alloc NR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

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

Trailing Total Returns

as at 31 Mar 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.18 0.02 0.64 --
3 Month -2.56 -0.34 1.49 --
1 Year 1.90 -0.11 1.07 --
3 Year 3.27 0.14 -0.13 --
5 Year 3.54 0.29 -0.72 --

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 16 Apr 2003
Responsible Entity AMP Capital Investors Limited
Fund Manager AMP Capital Investors Limited
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2022)
492.76
Minimum Investment $ 10,000,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 10.831
International Equity 15.203
Listed Property 3.091
Unlisted Property 1.881
Domestic Fixed Interest 15.451
International Fixed Interest 19.791
Cash 21.431
Other 12.323

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 30 Jun 2012

Total Cost Ratio (Prospective) 0.62%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --