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About

Morningstar Fund Report

AMP ARS-International Shares (Value)

Retail

Fund Report | Report generated 26 Jun 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: AMP ARS-International Shares (Value)
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 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 2022
Total 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 2022
3-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  Learn more

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 2
3 Year 1
5 Year 1
10 Year 3

Prosective Fees & Costs

as at --

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