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About

Morningstar Fund Report

AMP KiwiSaver ANZ Growth

Retail

Fund Report | Report generated 21 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: AMP KiwiSaver ANZ Growth
Index
Index: Morningstar NZ Growth Tgt Alloc NR NZD
Category
Category: Multisector - Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 7.01 3.26 25.38 5.58
+/- Cat -0.08 -0.29 4.49 1.50
+/- Index -1.54 -0.66 8.66 1.61

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.41 0.86 0.94 10 / 61
3 Month 4.57 1.44 1.17 5 / 61
1 Year 15.20 3.76 3.78 13 / 61
3 Year 16.28 2.47 3.69 8 / 56
5 Year 11.69 1.08 1.38 12 / 47

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 11.65 10.08 8.76
Sharpe Ratio 1.3 1.27 --
R-Squared 88.76 88.8 --
Beta 1.25 1.08 --
Alpha 0.6 0.15 --

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 Dec 2021)
60.68
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Dec 2021

Size | Large Style | Blend

Asset Allocation

% as at 31 Dec 2021

Domestic Equity 14.769
International Equity 60.006
Listed Property 9.989
Unlisted Property 0.000
Domestic Fixed Interest 3.740
International Fixed Interest 5.439
Cash 6.056
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Jan 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Growth
Entry Price $ 1.6687
Exit Price $ 1.6687
Exit Price
1 Week Change $
-0.0236

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
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 -- / --