Morningstar Fund Report
AMP ARS-NZ & Australian (multi-manager)
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP ARS-NZ & Australian (multi-manager)

Index: Cat 50% S&P/NZX 50 &50% S&P/ASX 200

Category: Equity Region Australasia
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -5.92 | 32.02 | -0.50 | -1.44 |
+/- Cat | 0.56 | -9.55 | -5.04 | -0.08 |
+/- Index | 2.02 | -4.48 | -5.53 | -0.78 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.44 | -0.08 | -0.78 | 20 / 33 |
3 Month | 2.09 | 0.17 | -3.06 | 14 / 33 |
1 Year | -3.70 | -3.79 | -6.10 | 22 / 31 |
3 Year | 5.97 | -4.12 | -2.50 | 26 / 29 |
5 Year | 7.80 | -3.10 | -1.83 | 21 / 27 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 14.5 | 16.85 | 15.4 |
Sharpe Ratio | 0.43 | 0.57 | -- |
R-Squared | 96.42 | 78.69 | -- |
Beta | 0.92 | 0.94 | -- |
Alpha | -1.84 | 1.31 | -- |
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) |
6.81 |
Minimum Investment $ | -- |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Sep 2021

Size | Medium Style | Blend
Asset Allocation
% as at 30 Jun 2021
Domestic Equity | 99.699 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.301 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 29 Apr 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region Australasia |
Entry Price $ | 4.8707 |
Exit Price $ | 4.8707 |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
![]() |
3 Year |
![]() |
5 Year |
![]() |
10 Year |
![]() |
Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |