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About

Morningstar Fund Report

AMP FLP - Conservative Growth

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Fund Report | Report generated 05 Mar 2021 |

Performance

31 Jan 2021

Growth of $10,000

Fund
Fund: AMP FLP - Conservative Growth
Index
Index: Cat S&P/NZX NZ Govt Bond GR NZD NZ TA
Category
Category: Multisector - Moderate Non-PIE

Financial Year Total Returns

Mar-18 Mar-19 Mar-20 Jan-21
Fund 2.29 4.01 -0.60 6.87
+/- Cat -1.03 0.08 -0.56 --
+/- Index -0.96 -1.26 -4.39 5.87

Trailing Total Returns

as at 31 Jan 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.16 -- 0.51 --
3 Month 2.12 -- 4.38 --
1 Year 1.41 -- -0.62 --
3 Year 3.04 -- -0.54 --
5 Year 3.51 -- 0.41 --

Risk Analysis

as at 31 Jan 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 3.74 -- --
Sharpe Ratio 0.61 -- --
R-Squared 4.8 -- --
Beta 0.33 -- --
Alpha 1.39 -- --

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 31 Dec 2020)
3.33
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

as at 31 Jan 2021

Size | Large Style | Blend

Asset Allocation

% as at 31 Dec 2020

Domestic Equity 6.611
International Equity 21.286
Listed Property 2.527
Unlisted Property 0.000
Domestic Fixed Interest 24.171
International Fixed Interest 23.703
Cash 21.702
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 26 Feb 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Moderate Non-PIE
Entry Price $ 1.7874
Exit Price $ 1.7874
Exit Price
1 Week Change $
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Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

MER pa (31 Dec 2020) 1.7000
Max Management Fee pa 1.51%
Max Admin Fee pa --
Max Brokerage 0.0000