Morningstar Fund Report
AMP FLP - Dynamic Growth
Performance
31 May 2022
Growth of $10,000

Fund: AMP FLP - Dynamic Growth

Index: Cat S&P/NZX 50 TR NZD NZ TA

Category: Multisector - Growth Non-PIE
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | May-22 | |
---|---|---|---|---|
Fund | -6.32 | 25.65 | 0.94 | -4.76 |
+/- Cat | -0.62 | 1.47 | -1.42 | -- |
+/- Index | -6.24 | 5.81 | 3.39 | 0.03 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.46 | -0.26 | -- | 5 / 6 |
3 Month | -4.59 | -0.51 | -- | 6 / 6 |
1 Year | -5.82 | -2.31 | -- | 6 / 6 |
3 Year | 3.76 | -0.44 | -- | 6 / 6 |
5 Year | 4.84 | -0.18 | -- | 6 / 6 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.16 | 10.48 | 10.44 |
Sharpe Ratio | 0.35 | 0.46 | -- |
R-Squared | 76.85 | -- | -- |
Beta | 0.94 | -- | -- |
Alpha | 1.08 | -- | -- |
Fund Details
Fund Inception | 19 May 1997 |
Responsible Entity | AMP Wealth Management New Zealand Ltd |
Fund Manager | AMP Financial Services |
Base Currency | $NZ |
Net Assets $Mil (as at 29 Apr 2022) |
45.86 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Jun 2021

Size | Large Style | Blend
Asset Allocation
% as at 30 Jun 2021
Domestic Equity | 23.738 |
International Equity | 61.107 |
Listed Property | 6.977 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 2.706 |
International Fixed Interest | 0.900 |
Cash | 4.573 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 31 May 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Growth Non-PIE |
Entry Price $ | 2.8149 |
Exit Price $ | 2.8149 |
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 03 Nov 2021
Total Cost Ratio (Prospective) | 1.77% |
Investment Management Fee | 1.50% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |