Morningstar Fund Report
AMP KiwiSaver Nikko AM Growth
Performance
30 Apr 2022
Growth of $10,000

Fund: AMP KiwiSaver Nikko AM Growth

Index: Morningstar NZ Agg Tgt Alloc NR NZD

Category: Multisector - Aggressive
Financial Year Total Returns
Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
---|---|---|---|---|
Fund | 4.99 | 2.03 | 22.64 | -10.37 |
+/- Cat | -1.85 | -0.86 | -2.00 | -5.15 |
+/- Index | -3.18 | -1.90 | -0.59 | -9.27 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -5.38 | -2.03 | -4.11 | 27 / 27 |
3 Month | -4.35 | -0.27 | -0.54 | 15 / 27 |
1 Year | -9.03 | -6.40 | -11.74 | 26 / 26 |
3 Year | 4.42 | -2.59 | -4.17 | 24 / 25 |
5 Year | 6.46 | -1.33 | -2.90 | 17 / 21 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 14.51 | 12.38 | 10.95 |
Sharpe Ratio | 0.33 | 0.54 | -- |
R-Squared | 69.35 | 85.71 | -- |
Beta | 1.1 | 1.04 | -- |
Alpha | -4.31 | -2.04 | -- |
Fund Details
Fund Inception | 28 Jul 2016 |
Responsible Entity | AMP Wealth Management New Zealand Ltd |
Fund Manager | Nikko Asset Management NZ Ltd |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Mar 2022) |
44.59 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Large Style | Growth
Asset Allocation
% as at 31 Oct 2021
Domestic Equity | 34.943 |
International Equity | 42.905 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 11.102 |
International Fixed Interest | 6.030 |
Cash | 0.000 |
Other | 5.020 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 19 May 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Aggressive |
Entry Price $ | 1.4081 |
Exit Price $ | 1.4081 |
Exit Price 1 Week Change $ |
0.0254 |
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) | 1.70% |
Investment Management Fee | 1.18% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |