Morningstar Fund Report
AMP PSS Select Conservative
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP PSS Select Conservative

Index: Morningstar NZ Mod Tgt Alloc NR NZD

Category: Multisector - Moderate
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -0.68 | 7.28 | -2.99 | -1.85 |
+/- Cat | -0.65 | -4.22 | -2.14 | 0.01 |
+/- Index | -3.07 | -1.35 | -2.24 | -0.16 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.85 | 0.01 | -0.16 | 20 / 53 |
3 Month | -3.75 | -0.50 | -0.19 | 31 / 53 |
1 Year | -5.81 | -1.95 | -2.45 | 49 / 53 |
3 Year | 0.23 | -2.21 | -2.16 | 49 / 51 |
5 Year | 1.60 | -1.96 | -2.26 | 40 / 43 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 4.58 | 5.42 | 4.86 |
Sharpe Ratio | -0.06 | 0.86 | -- |
R-Squared | 93.86 | 85.12 | -- |
Beta | 0.91 | 1.04 | -- |
Alpha | -1.98 | -0.05 | -- |
Fund Details
Fund Inception | 09 Aug 2004 |
Responsible Entity | AMP Services (NZ) Limited |
Fund Manager | AMP Services (NZ) Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Mar 2022) |
7.62 |
Minimum Investment $ | 5,000 |
Regular Savings Plan (Yes/No) |
Yes |
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 19 May 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Moderate |
Entry Price $ | 1.8669 |
Exit Price $ | 1.8669 |
Exit Price 1 Week Change $ |
0.0035 |
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) | 1.82% |
Investment Management Fee | 1.54% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |