AMP Moderate Balanced Fund

Information, unit prices, and historical performance

The fund aims to achieve medium returns, to do that there will be some moderate ups and downs in the value of your balance.

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 31 January 2026 9.69%

Sustainable investing

This fund is:

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.

Fund name	1m	3m	6m	1yr	3yr	5yr
AMP Moderate Balanced Fund	0.34%	1.61%	6.89%	8.24%	9.69%	4.80%

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
AMP Moderate Balanced Fund	2.5058	2.5478	2.5124	2.4752	2.2838	1.9015	2.0058