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 August 2024 2.34%

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 31/08/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 -0.24% 4.11% 5.99% 12.46% 2.34% 6.17%

Unit Prices

Data updated 11/10/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 1.7344 1.7069 1.6920 1.6089 1.4646 1.5440 1.2595

Unit Prices: Historical

More about the New Zealand Retirement Trust