Morningstar Fund Report
AMP KiwiSaver International Shares
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP KiwiSaver International Shares

Index: Morningstar DM xAus Large-Mid NR Hdg NZD

Category: Equity Region World - Hedged
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 3.98 | -0.04 | 32.71 | -2.42 |
+/- Cat | -1.67 | -2.84 | 0.36 | 1.37 |
+/- Index | -2.03 | -1.77 | -3.19 | 2.15 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.77 | 1.36 | -- | 9 / 42 |
3 Month | -2.32 | 1.82 | -- | 12 / 41 |
1 Year | 1.03 | 2.08 | -- | 9 / 38 |
3 Year | 8.65 | -0.65 | -- | 20 / 34 |
5 Year | 8.86 | -0.32 | -- | 16 / 31 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 14.78 | 15.52 | 17.35 |
Sharpe Ratio | 0.59 | 0.6 | -- |
R-Squared | 84.95 | 83.23 | -- |
Beta | 0.78 | 0.82 | -- |
Alpha | 0.99 | 1.02 | -- |
Fund Details
Fund Inception | 28 Jul 2016 |
Responsible Entity | AMP Wealth Management New Zealand Ltd |
Fund Manager | AMP Capital Investors (New Zealand) Ltd |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Mar 2022) |
7.47 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Jun 2021

Size | Large Style | Blend
Asset Allocation
% as at 30 Jun 2021
Domestic Equity | 0.000 |
International Equity | 99.974 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.026 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 20 May 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region World - Hedged |
Entry Price $ | 1.6280 |
Exit Price $ | 1.6280 |
Exit Price 1 Week Change $ |
-0.0198 |
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) | 1.34% |
Investment Management Fee | 1.03% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |