ASX - Delayed Quote AUD
AMP Generations - Citigroup Property Securities (11632.AX)
At close: July 9 at 11:00:05 PM GMT+10
Fund Summary
The fund aims to achieve the investment objective through the active management of a diversified portfolio of property securities. Property securities comprise listed property trusts and property related listed equities such as infrastructure stocks.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.97% |
| Worst 1Y Total Return | -61.42% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 11632.AX | Category Average | 11632.AX | Category Average | 11632.AX | Category Average | |
| Alpha | 0.86 | -0 | 0.73 | -0 | -0.83 | -0.01 |
| BETA | 0.92 | 0.01 | 0.94 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 1.16 | 0.01 | 1.33 | 0.01 | 0.31 | 0 |
| R-squared | 88.3 | 0.97 | 92.26 | 0.98 | 94.27 | 0.97 |
| Standard Deviation | 11.1 | 0.13 | 11.51 | 0.12 | 19.4 | 0.18 |
| Sharpe Ratio | 1.03 | 0.01 | 1.12 | 0.01 | -0.03 | -0 |
| Treynor Ratio | 12.78 | 0.14 | 14.14 | 0.14 | -2.55 | -0.04 |
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