Morningstar Fund Report
AMP KiwiSaver LS Aggressive Fund
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP KiwiSaver LS Aggressive Fund

Index: Morningstar NZ Agg Tgt Alloc NR NZD

Category: Multisector - Aggressive
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -7.14 | 30.73 | 2.72 | -2.32 |
+/- Cat | -1.94 | -2.44 | -0.92 | 1.04 |
+/- Index | -5.91 | 1.73 | -3.25 | -1.05 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.32 | 1.04 | -1.05 | 3 / 27 |
3 Month | -2.38 | 1.70 | 1.43 | 4 / 27 |
1 Year | -2.26 | 0.37 | -4.97 | 15 / 26 |
3 Year | 5.70 | -1.31 | -2.89 | 18 / 25 |
5 Year | 6.97 | -0.82 | -2.39 | 15 / 21 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.45 | 12.38 | 10.95 |
Sharpe Ratio | 0.46 | 0.54 | -- |
R-Squared | 88.45 | 85.71 | -- |
Beta | 1.07 | 1.04 | -- |
Alpha | -3.1 | -2.04 | -- |
Fund Details
Fund Inception | 01 Oct 2007 |
Responsible Entity | AMP Wealth Management New Zealand Ltd |
Fund Manager | AMP Services (NZ) Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Mar 2022) |
577.45 |
Minimum Investment $ | 0 |
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 23 May 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Aggressive |
Entry Price $ | 1.9609 |
Exit Price $ | 1.9609 |
Exit Price 1 Week Change $ |
-0.0286 |
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) | 1.35% |
Investment Management Fee | 1.13% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |