ANZ Balanced Growth Fund



Information, unit prices, and historical performance


Information

The fund aims to achieve total returns consistent with a Balanced Growth investor profile over the medium to long term.

Minimum suggested investment timeframe 4 years
Member fee $23.40
Annual fund charges 1.09%
Average 3-Years return (after fees, but before tax)*
*as at 30 October 2024
2.00%

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.

ANZ funds are closed to new investors.
If you're an existing investor in ANZ funds in the AMP KiwiSaver Scheme or NZRT, you can view the fund returns in your MyAMP app and online portal.

Investment Returns

Data updated 30/10/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Global Select Balanced Growth Fund 0.82% 2.74% 7.09% 18.34% 2.00% 5.25%

Unit Prices

Data updated 11/12/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Global Select Balanced Growth Fund 3.1287 3.0663 3.0101 2.8771 2.7445 2.8984 2.3890

Unit Prices: Historical

More info about the AMP KiwiSaver Scheme