AMP Balanced Fund No. 3



Information, unit prices, and historical performance


Information

Minimum suggested investment timeframe 4 years
Average 3-Years return (after fees, but before tax)*
*as at 31 May 2025 7.27%

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 31/05/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 2.70% -0.35% 0.66% 9.36% 7.27% 7.31%

Unit Prices

Data updated 27/06/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 1.8123 1.7788 1.7439 1.7715 1.6542 1.3872 1.2699

Unit Prices: Historical

More about the New Zealand Retirement Trust