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 January 2024
2.19%

Sustainable investing

This fund is:
  • No tobacco production
  • No palm oil manufacturing
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • No civilian firearm production
  • No nuclear weapons
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 31/01/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 0.88% 8.45% 2.92% 9.21% 2.19% 5.65%

Unit Prices

Data updated 01/03/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 1.6014 1.5764 1.5054 1.5029 1.4199 1.4517 1.2052

Unit Prices: Historical

More about the New Zealand Retirement Trust