Morningstar Fund Report
AMP KiwiSaver ANZ Growth
Performance
31 Mar 2021
Growth of $10,000

Fund: AMP KiwiSaver ANZ Growth

Index: Morningstar NZ Msec Growth TR NZD

Category: Multisector - Growth
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 10.30 | 7.01 | 3.26 | 18.37 |
+/- Cat | -0.92 | -0.08 | -0.29 | 2.94 |
+/- Index | -4.01 | -2.00 | -1.43 | 5.85 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 2.52 | -0.45 | -1.81 | 56 / 66 |
3 Month | 3.01 | 0.77 | -0.35 | 21 / 66 |
1 Year | 32.50 | 3.75 | 9.16 | 16 / 65 |
3 Year | 11.14 | 1.05 | 0.13 | 10 / 55 |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.62 | 10.74 | 9.92 |
Sharpe Ratio | 0.82 | 0.84 | -- |
R-Squared | 86.57 | 88.42 | -- |
Beta | 1.18 | 1.02 | -- |
Alpha | -1.42 | -1.15 | -- |
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 2021) |
39.64 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2021

Size | Large Style | Blend
Asset Allocation
% as at 31 Mar 2021
Domestic Equity | 18.948 |
International Equity | 59.346 |
Listed Property | 10.369 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 4.440 |
International Fixed Interest | 5.740 |
Cash | 1.154 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 19 Apr 2021
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Growth |
Entry Price $ | 1.5954 |
Exit Price $ | 1.5954 |
Exit Price 1 Week Change $ |
0.0156 |
Morningstar Ratings
Overall |
![]() |
3 Year |
![]() |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 0.0000 |
Annual
MER pa (31 Mar 2021) | 1.2800 |
Max Management Fee pa![]() |
1.19% |
Max Admin Fee pa![]() |
0.53% |
Max Brokerage | 0.0000 |