Morningstar Fund Report
AMP PSS Select Growth
Performance
31 Mar 2021
Growth of $10,000

Fund: AMP PSS Select Growth

Index: Morningstar NZ Msec Aggressive TR NZD

Category: Multisector - Aggressive
Financial Year Total Returns
Mar-19 | Mar-20 | Mar-21 | Mar-21 | |
---|---|---|---|---|
Fund | 7.81 | -7.73 | 30.33 | 30.33 |
+/- Cat | 0.32 | -2.53 | -2.84 | -2.84 |
+/- Index | -3.05 | -7.64 | 1.15 | 1.15 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 3.54 | 0.06 | -2.06 | 18 / 26 |
3 Month | 3.65 | 0.32 | -1.44 | 15 / 26 |
1 Year | 30.33 | -2.88 | 1.15 | 21 / 26 |
3 Year | 9.04 | -1.68 | -3.65 | 19 / 21 |
5 Year | 9.34 | -1.21 | -2.31 | 17 / 20 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.91 | 12.67 | 12.1 |
Sharpe Ratio | 0.66 | 0.79 | -- |
R-Squared | 88.76 | 86.98 | -- |
Beta | 1 | 0.98 | -- |
Alpha | -3.26 | -1.54 | -- |
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 2021) |
39.37 |
Minimum Investment $ | 5,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2021

Size | Large Style | Blend
Asset Allocation
% as at 28 Feb 2021
Domestic Equity | 24.163 |
International Equity | 60.472 |
Listed Property | 6.789 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 2.762 |
International Fixed Interest | 0.983 |
Cash | 4.830 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 15 Apr 2021
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Aggressive |
Entry Price $ | 2.3657 |
Exit Price $ | 2.3657 |
Exit Price 1 Week Change $ |
0.0075 |
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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Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 4.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 0.0000 |
Annual
MER pa (31 Mar 2021) | 1.9100 |
Max Management Fee pa![]() |
1.66% |
Max Admin Fee pa![]() |
0.00% |
Max Brokerage | 0.0000 |