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About

Morningstar Fund Report

AMP PSS Select Growth

Retail

Fund Report | Report generated 20 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: AMP PSS Select Growth
Index
Index: Morningstar NZ Agg Tgt Alloc NR NZD
Category
Category: Multisector - Aggressive

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Dec-21
Fund 7.81 -7.73 30.33 8.99
+/- Cat 0.32 -2.53 -2.84 -1.65
+/- Index -2.15 -6.50 1.32 -2.83

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.71 -0.66 -1.43 17 / 21
3 Month 3.16 -0.70 -1.82 13 / 21
1 Year 12.97 -1.36 -4.27 11 / 20
3 Year 12.88 -2.49 -3.15 17 / 19
5 Year 9.78 -1.65 -2.86 12 / 15

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.02 11.41 10.78
Sharpe Ratio 1.02 1.22 --
R-Squared 91.21 87.55 --
Beta 1.06 0.99 --
Alpha -3.6 -0.87 --

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 Dec 2021)
41.00
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 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 18 Jan 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Aggressive
Entry Price $ 2.4953
Exit Price $ 2.4953
Exit Price
1 Week Change $
-0.0022

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
10 Year 3

Prosective Fees & Costs

as at 03 Nov 2021

Total Cost Ratio (Prospective) 2.00%
Investment Management Fee 1.64%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --