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About

Morningstar Fund Report

AMP ARS-International Shares (Growth)

Retail

Fund Report | Report generated 22 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: AMP ARS-International Shares (Growth)
Index
Index: Morningstar DM xAus Large-Mid NR Hdg NZD
Category
Category: Equity Region World - Hedged

Financial Year Total Returns

Mar-20 Mar-21 Mar-22 Apr-22
Fund 5.11 25.34 11.12 -2.80
+/- Cat 11.56 -16.02 3.70 1.32
+/- Index 16.19 -24.28 0.61 4.50

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.80 1.32 -- 12 / 42
3 Month -2.36 1.79 -- 15 / 41
1 Year 3.52 4.56 -- 5 / 38
3 Year 11.25 1.94 -- 1 / 34
5 Year 10.97 1.78 -- 3 / 31

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 11.91 15.52 17.35
Sharpe Ratio 0.9 0.6 --
R-Squared 54.6 83.23 --
Beta 0.51 0.82 --
Alpha 5.74 1.02 --

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)
6.76
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 29 Apr 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Equity Region World - Hedged
Entry Price $ 2.3816
Exit Price $ 2.3816
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 5
3 Year 5
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 -- / --