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 July 2025 8.55%

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 31/07/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 1.58% 6.42% 2.82% 8.59% 8.55% 6.71%

Unit Prices

Data updated 11/09/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 1.8925 1.8663 1.7886 1.7397 1.7069 1.4148 1.3437

Unit Prices: Historical

More about the New Zealand Retirement Trust