Morningstar Fund Report
AMP Capital Ethical Leaders NZ Shares
Performance
31 Jan 2021
Growth of $10,000

Fund: AMP Capital Ethical Leaders NZ Shares

Index: S&P/NZX 50 TR NZD

Category: Equity Region NZ
Financial Year Total Returns
Mar-18 | Mar-19 | Mar-20 | Jan-21 | |
---|---|---|---|---|
Fund | 13.82 | 17.11 | 0.15 | 40.93 |
+/- Cat | -1.53 | 1.02 | 1.60 | -- |
+/- Index | -1.78 | -1.23 | 0.64 | 6.93 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.31 | -- | -1.59 | -- |
3 Month | 7.19 | -- | -1.43 | -- |
1 Year | 17.48 | -- | 5.45 | -- |
3 Year | 17.91 | -- | 2.06 | -- |
5 Year | 17.20 | -- | 0.90 | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 13.37 | -- | -- |
Sharpe Ratio | 1.22 | -- | -- |
R-Squared | 93.68 | -- | -- |
Beta | 1.02 | -- | -- |
Alpha | 1.61 | -- | -- |
Fund Details
Fund Inception | 06 Nov 2012 |
Responsible Entity | AMP Investment Management (NZ) Limited |
Fund Manager | Salt Funds Management Ltd |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Dec 2020) |
45.92 |
Minimum Investment $ | 50 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Jan 2021

Size | Medium Style | Growth
Asset Allocation
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 Feb 2021
APIR Code | -- |
Legal Type | Investment Trusts |
Status | Open |
Category | Equity Region NZ |
Entry Price $ | 3.1645 |
Exit Price $ | 3.1474 |
Exit Price 1 Week Change $ |
-0.0425 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | -- |
Exit Fee/Withdrawal Fee | -- |
Buy/Sell Spread | 0.5415 |
Annual
MER pa (31 Dec 2020) | 0.9400 |
Max Management Fee pa![]() |
0.75% |
Max Admin Fee pa![]() |
-- |
Max Brokerage | 0.0000 |