ASX - Delayed Quote AUD

AMP Capital Future Directions Balanced (7073.AX)

0.0000 0.0000 (0.00%)
At close: July 9 at 11:00:05 PM GMT+10

Fund Summary

To provide moderate to high returns over the long-term through a diversified portfolio, with a bias towards growth assets such as shares, property and alternative assets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 19.69%
Worst 1Y Total Return -29.14%
Number of Years Up 11
Number of Years Down 3

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
7073.AXCategory Average7073.AXCategory Average7073.AXCategory Average
Alpha 0.53 -0.01 -0.15 -0.02 -0.5 -0.01
BETA 0.81 0.01 0.86 0.01 0.95 0.01
Mean Annual Return 0.71 0.01 0.68 0.01 0.41 0
R-squared 94.79 0.92 95.28 0.91 90.14 0.92
Standard Deviation 5.61 0.07 5.8 0.06 8.33 0.09
Sharpe Ratio 1.07 0.01 0.88 0.01 0.08 0
Treynor Ratio 7.55 0.05 6.08 0.07 0.34 -0

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