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About

Morningstar Fund Report

AMP ARS-UK Cash

Retail

Fund Report | Report generated 30 Nov 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: AMP ARS-UK Cash
Index
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  Learn more

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 0
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 -- / --