Morningstar Fund Report
AMP ARS-International Shares (Value)
Performance
31 May 2022
Growth of $10,000

Fund: AMP ARS-International Shares (Value)

Index: Morningstar DM xAus Large-Mid NR Hdg NZD

Category: Equity Region World - Hedged
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | May-22 | |
---|---|---|---|---|
Fund | -9.74 | 53.86 | -4.16 | -5.57 |
+/- Cat | -3.28 | 12.51 | -11.57 | -- |
+/- Index | 1.35 | 4.24 | -14.67 | 1.94 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.77 | -1.48 | -- | 33 / 44 |
3 Month | -4.39 | -1.00 | -- | 25 / 43 |
1 Year | -13.21 | -10.43 | -- | 38 / 40 |
3 Year | 7.75 | -2.52 | -- | 34 / 35 |
5 Year | 5.93 | -2.75 | -- | 31 / 31 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 16.95 | 15.45 | 16.88 |
Sharpe Ratio | 0.49 | 0.66 | -- |
R-Squared | 79.54 | 82.78 | -- |
Beta | 0.9 | 0.83 | -- |
Alpha | -2.3 | 0.26 | -- |
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) |
3.78 |
Minimum Investment $ | -- |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating
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Quick Stats
as at 31 May 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region World - Hedged |
Entry Price $ | 1.7815 |
Exit Price $ | 1.7815 |
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 | -- / -- |