AMP Balanced Fund



Information, unit prices, and historical performance


Information

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
Average 3-Years return (after fees, but before tax)*
*as at 30 June 2025 9.26%

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 30/06/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund 2.02% 4.28% 2.47% 9.64% 9.26% 6.17%

Unit Prices

Data updated 15/08/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund 4.6696 4.5934 4.4750 4.5133 4.2504 3.6648 3.4896

Unit Prices: Historical

More about the New Zealand Retirement Trust