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Investment options with AMP Managed Funds

AMP believes that the target investment mix drives the majority of the returns available in the market.

We believe that it is difficult to consistently outperform the market via the adoption of short-term active positions, and that keeping investment costs down is an important component of returns. Accordingly, the funds will access returns using mainly index management strategies within asset classes.  

We also believe investing sustainably will deliver long-term returns in line with or better than the broader market index. We have a clear approach to sustainable investing that avoids investing in companies that are involved in businesses or sectors that are our focus areas in terms of non-sustainability.

AMP Managed Fund types

Conservative Managed Fund

The goal of this fund is to achieve modest to medium returns – in exchange there may be small movements up and down in the value of your investments. This fund aims to provide a well-diversified portfolio that primarily invests in lower-risk income assets with a conservative allocation to growth assets.

Minimum suggested investment timeframe - 2 years.

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Balanced Managed Fund

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

Minimum suggested investment timeframe - 4 years.

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Growth Managed Fund

The goal of this fund is to achieve medium to high returns – in exchange there will be larger movements up and down in the value of your investments. This fund aims to provide a well-diversified portfolio that aims to provide growth, primarily through holding growth assets diversified with a lower allocation to lower-risk income assets.

Minimum suggested investment timeframe - 7 years.

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Target investment mix legend

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To calculate the risk indicator for the Funds, we have used market index returns to provide completed 5 year returns because the Funds do not yet have a full 5 years of returns data from which to draw. Market index returns were used for the 5 years to 31 March 2022. This means that the risk indicators for the Funds do not reflect the actual returns for the period specified. Therefore, these risk indicators may provide a less reliable indicator of the potential future volatility of these Funds.

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