Morningstar Fund Report
AMP KiwiSaver ANZ Growth
Performance
31 May 2022
Growth of $10,000

Fund: AMP KiwiSaver ANZ Growth

Index: Morningstar NZ Growth Tgt Alloc NR NZD

Category: Multisector - Growth
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | May-22 | |
---|---|---|---|---|
Fund | 7.01 | 1.52 | 25.38 | -5.23 |
+/- Cat | -0.08 | -2.03 | 4.49 | -- |
+/- Index | -1.54 | -2.40 | 8.66 | -1.86 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.67 | -0.89 | -1.51 | 72 / 75 |
3 Month | -3.44 | 0.24 | -1.18 | 35 / 75 |
1 Year | -3.09 | 0.30 | -2.70 | 22 / 74 |
3 Year | 7.41 | 0.68 | 1.10 | 16 / 62 |
5 Year | 7.43 | 0.33 | -0.02 | 17 / 53 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 13.01 | 10.83 | 8.99 |
Sharpe Ratio | 0.57 | 0.56 | -- |
R-Squared | 87.15 | 88.34 | -- |
Beta | 1.35 | 1.13 | -- |
Alpha | -0.58 | -0.63 | -- |
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 May 2022) |
57.14 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 May 2022

Size | Large Style | Blend
Asset Allocation
% as at 31 May 2022
Domestic Equity | 15.839 |
International Equity | 60.477 |
Listed Property | 9.820 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 5.410 |
International Fixed Interest | 6.775 |
Cash | 1.669 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 22 Jun 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Growth |
Entry Price $ | 1.4332 |
Exit Price $ | 1.4332 |
Exit Price 1 Week Change $ |
0.0006 |
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) | 1.27% |
Investment Management Fee | 1.18% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |