Morningstar Fund Report
AMP ARS-Listed International Property
Performance
31 May 2022
Growth of $10,000

Fund: AMP ARS-Listed International Property

Index: FTSE EPRA/NAREIT Dvlp NR AUD-Hdg NZD

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 2022Total 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 20223-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 |
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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 --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |