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AMP - SUPERLIFE BALANCED FUND

Insurance Company

last updated on 2023-12-12 12:33:26

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Overview

Rating

Fund name

SUPERLIFE BALANCED FUND

Membership fee per annum

$23

Fund performance 5 year

5%

Number of members

1432

Date fund started

2016-07-28

Fund type

Balanced

Estimated annual fees

1.06%

NZ invested Assets

42.66%

Total value of fund

$35 800 896

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

3%

Growth Assets

60%

Bonds

37%

Investments

Investments

The fund’s returns are generally expected to be higher than the SuperLife Moderate Fund but lower than the SuperLife Growth Fund. The fund aims to provide moderate to high total returns allowing for moderate to high movements in value up and down.