Savings and Investments Portfolio

AMP Personal Retirement Plans

Investment returns

View the short and long term investment returns for your Savings and Investments Porfolio - AMP Personal Retirement Plans

Unit prices

Unit prices effective as at 28/01/2021

AMP Savings and Investments Portfolio - Personal Retirement Plan

Multi sector
ANZ Balanced Growth 2.5467
Balanced 2.5057
Conservative 2.1221
Dynamic 2.6345
Single sector
Australasian Shares 5.0133
Emerging Markets 2.2
Global Fixed Interest 2.3779
Global Shares 2.7027
NZ Cash 1.5241
NZ Fixed Interest 2.413
Passive International Shares 1.7226
Passive International Shares (Hedged) 2.8955
Passive NZ Shares 3.9972
Property 2.3039

Annual fund updates

Historic funds

Important information

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The value of your investment will go up or down depending on the unit prices of the investment options in which you are invested. Changes in the unit prices reflect changes in the market values of the assets of the investment options, which are generally valued daily.

The unit prices listed are the prices at which members would transact, on the date specified. Under normal circumstances they are updated every business day. Unit prices are after annual management fees and tax (currently 28%).

Underlying assets of some of the investment funds comprised in the PRP will rise and fall in value and returns will (with exceptions) from time to time be negative. Depending on the particular investment fund and the length of time for which an investor has invested, it is possible that an investor may receive less than the initial investment on withdrawal.

Every effort has been made to ensure the accuracy of this information, however no entity or person guarantees the PRP, any investment in the PRP or any returns on any investment in the PRP or gives any warranty of reliability, or accuracy, nor accepts any responsibility arising in any other way from any errors or omissions.

The PRP investment funds are closed to new investors but remain open to investments and switches for existing investors.

A disclosure statement is available from your Adviser, on request and free of charge.