Morningstar Fund Report
AMP NZRT ANZ Growth
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP NZRT ANZ Growth

Index: Morningstar NZ Growth Tgt Alloc NR NZD

Category: Multisector - Growth
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 7.28 | 3.43 | 25.59 | -2.70 |
+/- Cat | 0.19 | -0.12 | 4.70 | 1.25 |
+/- Index | -1.27 | -0.49 | 8.87 | -0.46 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.68 | 0.19 | -1.25 | 25 / 66 |
3 Month | -1.50 | 1.98 | 1.87 | 5 / 66 |
1 Year | -0.25 | 1.55 | -0.73 | 11 / 65 |
3 Year | 8.57 | 1.72 | 2.13 | 6 / 59 |
5 Year | 8.64 | 1.08 | 1.11 | 5 / 50 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.45 | 10.84 | 8.97 |
Sharpe Ratio | 0.67 | 0.57 | -- |
R-Squared | 86.78 | 88.11 | -- |
Beta | 1.29 | 1.13 | -- |
Alpha | 0.6 | -0.64 | -- |
Fund Details
Fund Inception | 28 Jul 2016 |
Responsible Entity | AMP Wealth Management New Zealand Ltd |
Fund Manager | ANZ New Zealand Investments Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Mar 2022) |
29.89 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Large Style | Blend
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 16.080 |
International Equity | 60.418 |
Listed Property | 10.050 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 5.020 |
International Fixed Interest | 6.191 |
Cash | 2.242 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 May 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Growth |
Entry Price $ | 1.5019 |
Exit Price $ | 1.5019 |
Exit Price 1 Week Change $ |
-0.0133 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at 03 Nov 2021
Total Cost Ratio (Prospective) | 1.05% |
Investment Management Fee | 0.93% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |