Morningstar Fund Report
AMP ARS-UK Cash
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP ARS-UK Cash

Index: S&P/NZX NZ Govt Bond GR NZD
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | 6.91 | -4.96 | -4.15 | 2.03 |
+/- Cat | -- | -- | -- | -- |
+/- Index | 1.63 | -3.35 | 2.91 | 4.41 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 2.03 | -- | 4.41 | -- |
3 Month | -5.92 | -- | -0.31 | -- |
1 Year | -0.40 | -- | 9.57 | -- |
3 Year | -0.41 | -- | 1.53 | -- |
5 Year | 0.13 | -- | -0.79 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 8.23 | -- | 5.14 |
Sharpe Ratio | -0.08 | -- | -- |
R-Squared | 12.21 | -- | -- |
Beta | 0.56 | -- | -- |
Alpha | 0.67 | -- | -- |
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) |
4.98 |
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 29 Apr 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Miscellaneous |
Entry Price $ | 0.7306 |
Exit Price $ | 0.7306 |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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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 | -- / -- |