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

Fund: AMP PSS Lifesteps Progression

Index: Morningstar NZ Balance Tgt Alloc NR NZD

Category: Multisector - Balanced
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | May-22 | |
---|---|---|---|---|
Fund | -3.95 | 19.08 | -0.66 | -3.99 |
+/- Cat | -1.73 | -1.19 | -3.11 | -- |
+/- Index | -5.30 | 3.67 | -2.09 | -1.56 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.80 | -0.42 | -1.01 | 72 / 84 |
3 Month | -4.20 | -1.71 | -1.47 | 67 / 84 |
1 Year | -6.40 | -3.33 | -4.39 | 71 / 78 |
3 Year | 2.55 | -2.25 | -1.81 | 65 / 68 |
5 Year | 3.81 | -1.46 | -1.85 | 57 / 64 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.66 | 8.27 | 6.8 |
Sharpe Ratio | 0.26 | 0.5 | -- |
R-Squared | 89.84 | 86.84 | -- |
Beta | 1.21 | 1.13 | -- |
Alpha | -2.42 | -0.28 | -- |
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) |
1.19 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Jun 2021

Size | Large Style | Blend
Asset Allocation
% as at 30 Jun 2021
Domestic Equity | 16.460 |
International Equity | 44.035 |
Listed Property | 4.315 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 13.885 |
International Fixed Interest | 13.452 |
Cash | 7.852 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 Jun 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Balanced |
Entry Price $ | 2.1065 |
Exit Price $ | 2.1065 |
Exit Price 1 Week Change $ |
-0.0037 |
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) | 1.91% |
Investment Management Fee | 1.60% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |