Morningstar Fund Report
AMP PSS Select Growth
Performance
31 May 2022
Growth of $10,000

Fund: AMP PSS Select Growth

Index: Morningstar NZ Agg Tgt Alloc NR NZD

Category: Multisector - Aggressive
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | May-22 | |
---|---|---|---|---|
Fund | -7.73 | 30.33 | 1.84 | -5.08 |
+/- Cat | -2.53 | -2.84 | -1.79 | -- |
+/- Index | -6.50 | 1.32 | -4.13 | -2.60 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.74 | -0.77 | -1.51 | 28 / 30 |
3 Month | -4.56 | -0.44 | -2.65 | 21 / 29 |
1 Year | -5.90 | -1.41 | -7.59 | 23 / 28 |
3 Year | 4.66 | -2.56 | -4.13 | 22 / 27 |
5 Year | 5.81 | -1.53 | -3.53 | 20 / 23 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.59 | 12.32 | 10.91 |
Sharpe Ratio | 0.38 | 0.55 | -- |
R-Squared | 88.5 | 85.88 | -- |
Beta | 1.09 | 1.04 | -- |
Alpha | -4.41 | -2.1 | -- |
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 May 2022) |
35.65 |
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 22 Jun 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Aggressive |
Entry Price $ | 2.0992 |
Exit Price $ | 2.0992 |
Exit Price 1 Week Change $ |
-0.0011 |
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) | 2.00% |
Investment Management Fee | 1.64% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |