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About

Morningstar Fund Report

AMP ARS-International Shares (Growth)

Retail

Fund Report | Report generated 30 Nov 2021 |

Performance

31 Oct 2021

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-19 Mar-20 Mar-21 Oct-21
Fund 14.02 5.11 25.34 16.54
+/- Cat 7.77 11.56 -16.02 6.35
+/- Index 7.65 16.19 -24.28 2.86

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.93 1.17 -- 8 / 34
3 Month 3.09 1.39 -- 6 / 34
1 Year 18.77 -10.52 -- 31 / 34
3 Year 18.44 3.34 -- 6 / 32
5 Year 15.86 2.70 -- 3 / 28

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 11.38 15.34 17.26
Sharpe Ratio 1.49 0.97 --
R-Squared 54.83 86.24 --
Beta 0.49 0.83 --
Alpha 9.07 1.36 --

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 Oct 2021)
8.16
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 Oct 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Equity Region World - Hedged
Entry Price $ 2.5696
Exit Price $ 2.5696
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 -- / --