AMP NZ Fixed Interest Fund

New Zealand Retirement Trust (NZRT)


Information, unit prices, and historical performance


Information

The fund aims to primarily preserve the value of investment with some capital growth by investing predominantly in New Zealand fixed interest assets.

Minimum suggested investment timeframe 3 years
Average 3-Years return (after fees, but before tax)*
*as at 30 June 2024
-2.57%

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 30/06/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
AMP NZ Fixed Interest Fund 0.92% 0.49% 0.41% 4.26% -2.57% -1.21%

Unit Prices

Data updated 24/07/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP NZ Fixed Interest Fund 1.3254 1.2985 1.2684 1.2770 1.2415 1.4015 1.3636

Unit Prices: Historical

More about the New Zealand Retirement Trust