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

Fund: AMP FLP - Conservative Growth

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 | May-22 | |
---|---|---|---|---|
Fund | -0.60 | 6.83 | -2.80 | -2.60 |
+/- Cat | -0.56 | -0.36 | -1.79 | -- |
+/- Index | -4.39 | 7.97 | 2.31 | -0.98 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.75 | -0.02 | -- | 6 / 10 |
3 Month | -3.44 | -1.20 | -- | 10 / 10 |
1 Year | -6.12 | -2.95 | -- | 9 / 9 |
3 Year | -0.07 | -1.17 | -- | 7 / 9 |
5 Year | 1.19 | -0.88 | -- | 8 / 9 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 4.17 | 3.78 | 3.66 |
Sharpe Ratio | -0.1 | 1.58 | -- |
R-Squared | 22.81 | -- | -- |
Beta | 0.55 | -- | -- |
Alpha | 0.68 | -- | -- |
Fund Details
Fund Inception | 01 Jun 2000 |
Responsible Entity | AMP Wealth Management New Zealand Ltd |
Fund Manager | AMP Financial Services |
Base Currency | $NZ |
Net Assets $Mil (as at 30 Jun 2022) |
2.55 |
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 | 6.293 |
International Equity | 21.222 |
Listed Property | 2.810 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 24.805 |
International Fixed Interest | 23.705 |
Cash | 21.165 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 30 Jun 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Moderate Non-PIE |
Entry Price $ | 1.6889 |
Exit Price $ | 1.6889 |
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) | 1.70% |
Investment Management Fee | 1.50% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |