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

Fund: AMP PSS Lifesteps Consolidation

Index: Morningstar NZ Balance Tgt Alloc NR NZD

Category: Multisector - Balanced
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | May-22 | |
---|---|---|---|---|
Fund | -3.17 | 15.18 | -1.48 | -3.76 |
+/- Cat | -0.95 | -5.08 | -3.93 | -- |
+/- Index | -4.52 | -0.22 | -2.90 | -1.33 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.60 | -0.22 | -0.81 | 58 / 84 |
3 Month | -4.10 | -1.62 | -1.37 | 64 / 84 |
1 Year | -6.57 | -3.49 | -4.56 | 75 / 78 |
3 Year | 1.53 | -3.28 | -2.83 | 67 / 68 |
5 Year | 2.94 | -2.33 | -2.72 | 60 / 64 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 7.48 | 8.27 | 6.8 |
Sharpe Ratio | 0.16 | 0.5 | -- |
R-Squared | 91.01 | 86.84 | -- |
Beta | 1.05 | 1.13 | -- |
Alpha | -2.9 | -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) |
5.03 |
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 | 14.907 |
International Equity | 35.962 |
Listed Property | 3.836 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 16.936 |
International Fixed Interest | 15.799 |
Cash | 12.560 |
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 - Balanced |
Entry Price $ | 1.9224 |
Exit Price $ | 1.9224 |
Exit Price 1 Week Change $ |
0.0027 |
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 | -- / -- |