AMP Balanced Managed Fund

Information, unit prices, and historical performance


The fund's objective is to achieve medium returns - in exchange there will be some movements up and down in the value of your investments. 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
Member fee $0.00
Annual fund charges 0.80%
Average 3-Years return (after fees, but before tax)*
*as at 31 January 2024

Sustainable investing

This fund is:
  • No tobacco production
  • No palm oil manufacturing
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • No civilian firearm production
  • No nuclear weapons
See the AMP Sustainable Investment Philosophy for more information.

Investment risk

Potentially lower returns Potentially higher returns
1 2 3 4 5 6 7
Lower risk Higher risk
Higher risk generally means higher potential returns, but more ups and downs along the way.

Investment Returns

Data updated 31/01/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Managed Fund 0.89% 8.28% 2.88% 8.98% NA NA

Unit Prices

Data updated 22/02/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Managed Fund 1.1229 1.1091 1.0618 1.0564 1.0162 NA NA

Unit Prices: Historical

More about  AMP Managed Funds