Morningstar Fund Report
AMP ARS-UK Cash
Fund Report | Report generated 30 Nov 2021 | 
Performance
31 Oct 2021
Growth of $10,000
Fund: AMP ARS-UK Cash
Index: S&P/NZX NZ Govt Bond GR NZD
Financial Year Total Returns
| Mar-19 | Mar-20 | Mar-21 | Oct-21 | |
|---|---|---|---|---|
| Fund | -1.83 | 6.91 | -4.96 | -2.61 |
| +/- Cat | -- | -- | -- | -- |
| +/- Index | -9.20 | 1.63 | -3.35 | 1.69 |
Trailing Total Returns
as at 31 Oct 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -2.03 | -- | 1.29 | -- |
| 3 Month | -4.03 | -- | 1.56 | -- |
| 1 Year | -2.24 | -- | 7.79 | -- |
| 3 Year | -0.63 | -- | -1.70 | -- |
| 5 Year | 1.97 | -- | -0.05 | -- |
Risk Analysis
as at 31 Oct 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 7.49 | -- | 4.83 |
| Sharpe Ratio | -0.15 | -- | -- |
| R-Squared | 10.8 | -- | -- |
| Beta | 0.51 | -- | -- |
| Alpha | -1.32 | -- | -- |
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) |
5.34 |
| 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 Oct 2021
| APIR Code | -- |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Miscellaneous |
| Entry Price $ | 0.7275 |
| Exit Price $ | 0.7275 |
| Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
| Overall |
|
| 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 | -- / -- |