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About

Morningstar Fund Report

AMP ARS-Listed International Property

Retail

Fund Report | Report generated 26 Jun 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: AMP ARS-Listed International Property
Index
Index: FTSE EPRA/NAREIT Dvlp NR AUD-Hdg NZD
Category
Category: Equity Sector Global - Real Estate

Financial Year Total Returns

Mar-20 Mar-21 Mar-22 May-22
Fund -16.70 28.49 19.87 -8.70
+/- Cat -1.06 3.40 3.77 --
+/- Index 8.46 -8.10 5.06 -2.14

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -8.52 -0.97 -- 8 / 13
3 Month -3.39 1.77 -- 3 / 13
1 Year 2.23 2.48 -- 3 / 10
3 Year 5.68 2.23 -- 1 / 10
5 Year 6.73 1.37 -- 1 / 10

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 17.86 17.5 --
Sharpe Ratio 0.37 0.23 --
R-Squared 86.37 82.87 --
Beta 0.81 0.78 --
Alpha 2.99 0.66 --

Fund Details

Fund Inception 20 Mar 2000
Responsible Entity AMP Wealth Management New Zealand Ltd
Fund Manager AMP Group
Base Currency $NZ
Net Assets $Mil
(as at 29 Apr 2022)
4.90
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Jun 2021

Size | Medium Style | Blend

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 31 May 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Equity Sector Global - Real Estate
Entry Price $ 5.1735
Exit Price $ 5.1735
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 5
3 Year 4
5 Year 5
10 Year 5

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --