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AMP - AMP AGGRESSIVE FUND (LIFESTEPS)

Insurance Company

last updated on 2023-12-12 12:33:18

https://cdn.moneycompare.co.nz/uploads/web/logo/1/LAsb59jwz_TPZKnYtOuhpjkRCJoytXyg.png

Overview

Rating

8.0

Fund name

AMP AGGRESSIVE FUND (LIFESTEPS)

Membership fee per annum

$23

Fund performance 5 year

3.23%

Number of members

14664

Date fund started

2007-10-01

Fund type

Aggressive

Estimated annual fees

0.8%

NZ invested Assets

26.69%

Total value of fund

$129 970 406

Data last updated

2023-11-14 03:38:17

Fund investment mix

Cash

2%

Growth Assets

88%

Bonds

10%

Investments

Investments

The fund has a well-diversified portfolio that aims to provide growth, primarily through holding growth assets with a low allocation to income assets. The fund aims to achieve high returns, in exchange there will be larger movements up and down in the value of your investments.