Morningstar Fund Report
AMP KiwiSaver Nikko AM Growth
Performance
31 Jan 2021
Growth of $10,000

Fund: AMP KiwiSaver Nikko AM Growth

Index: Morningstar NZ Msec Aggressive TR NZD

Category: Multisector - Aggressive
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Jan-21 | |
---|---|---|---|---|
Fund | 14.43 | 4.99 | 2.03 | 18.35 |
+/- Cat | 2.31 | -1.85 | -0.86 | -- |
+/- Index | -2.80 | -3.76 | -3.03 | 8.55 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.14 | -- | 0.88 | -- |
3 Month | 8.73 | -- | 1.76 | -- |
1 Year | 12.51 | -- | 8.43 | -- |
3 Year | 9.43 | -- | 0.08 | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 13.86 | -- | -- |
Sharpe Ratio | 0.64 | -- | -- |
R-Squared | 74.33 | -- | -- |
Beta | 1 | -- | -- |
Alpha | 0.35 | -- | -- |
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 Dec 2020) |
32.20 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Jan 2021

Size | Large Style | Growth
Asset Allocation
% as at 29 Feb 2020
Domestic Equity | 35.003 |
International Equity | 39.057 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 5.314 |
International Fixed Interest | 5.506 |
Cash | 0.000 |
Other | 15.121 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 03 Mar 2021
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Aggressive |
Entry Price $ | 1.5382 |
Exit Price $ | 1.5382 |
Exit Price 1 Week Change $ |
-0.0144 |
Morningstar Ratings
Overall |
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3 Year |
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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 Dec 2020) | 1.3600 |
Max Management Fee pa![]() |
1.19% |
Max Admin Fee pa![]() |
0.53% |
Max Brokerage | 0.0000 |