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About

Morningstar Fund Report

AMP KiwiSaver ANZ Growth

Retail

Fund Report | Report generated 22 Apr 2021 |

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: AMP KiwiSaver ANZ Growth
Index
Index: Morningstar NZ Msec Growth TR NZD
Category
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 2021
Total 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 2021
3-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 4
3 Year 4
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