Morningstar Fund Report
AMP Goldline - Protected Portfolio
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP Goldline - Protected Portfolio

Index: Cat S&P/NZX NZ Govt Bond GR NZD NZ TA

Category: Multisector - Moderate Non-PIE
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | 3.39 | 2.45 | 3.25 | 0.33 |
+/- Cat | 3.43 | -4.75 | 4.26 | 1.47 |
+/- Index | -0.41 | 3.58 | 8.36 | 2.03 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.33 | 1.47 | -- | 1 / 10 |
3 Month | 0.83 | 3.13 | -- | 1 / 10 |
1 Year | 3.46 | 6.27 | -- | 1 / 9 |
3 Year | 3.04 | 1.74 | -- | 2 / 9 |
5 Year | 3.38 | 1.11 | -- | 3 / 9 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 0.22 | 3.76 | 3.7 |
Sharpe Ratio | 13.06 | 1.62 | -- |
R-Squared | 0.01 | -- | -- |
Beta | 0 | -- | -- |
Alpha | 2.56 | -- | -- |
Fund Details
Fund Inception | 30 Apr 1991 |
Responsible Entity | Resolution Life |
Fund Manager | AMP Financial Services |
Base Currency | $NZ |
Net Assets $Mil (as at 30 Apr 2022) |
2.18 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Dec 2006
Domestic Equity | 5.800 |
International Equity | 17.700 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 30.500 |
International Fixed Interest | 15.700 |
Cash | 29.200 |
Other | 1.100 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 30 Apr 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Closed |
Category | Multisector - Moderate Non-PIE |
Entry Price $ | -- |
Exit Price $ | 36.0234 |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |