AMP Balanced Fund



Information, unit prices, and historical performance


Information

The fund aims to achieve medium returns ? in exchange there will be some movements up and down in the value of your investments.

Minimum suggested investment timeframe 4 years
Member fee $23.40
Annual fund charges 0.79%
Average 3-Years return (after fees, but before tax)*
*as at 30 April 2024
1.86%

Sustainable investing

This fund is:
  • Nuclear free
  • No tobacco production
  • No palm oil manufacturing
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • No civilian firearm production
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 30/04/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund -1.82% 3.08% 11.83% 10.11% 1.86% 4.16%

Unit Prices

Data updated 12/06/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund 2.3021 2.2991 2.2564 2.1577 2.0869 2.1731 1.8525

Unit Prices: Historical

More info about the AMP KiwiSaver Scheme