AMP Balanced Fund No. 2

Information, unit prices, and historical performance


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

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 No. 2 -1.81% 3.08% 11.80% 10.06% 1.82% 4.43%

Unit Prices

Data updated 12/06/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 2 1.5305 1.5284 1.5001 1.4346 1.3879 1.4537 1.2123

Unit Prices: Historical

More info about the AMP KiwiSaver Scheme