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AMP - AMP BALANCED FUND

Insurance Company

last updated on 2023-12-12 12:32:53

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Overview

Rating

Fund name

AMP BALANCED FUND

Membership fee per annum

$23

Fund performance 5 year

4.68%

Number of members

26568

Date fund started

2007-10-01

Fund type

Balanced

Estimated annual fees

0.79%

NZ invested Assets

31.76%

Total value of fund

$1 135 930 884

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

10%

Growth Assets

57%

Bonds

33%

Investments

Investments

The fund has a well-diversified portfolio that has a balance of risk through holding growth assets and an allocation to lower-risk income assets. The fund aims to achieve medium returns, in exchange there will be some movements up and down in the value of your investments.