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 30 June 2025
9.25%

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 No. 3 2.02% 4.27% 2.45% 9.59% 9.25% 7.26%

Unit Prices

Data updated 15/08/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 1.8663 1.8359 1.7886 1.8042 1.6992 1.4652 1.3413

Unit Prices: Historical

More about the New Zealand Retirement Trust