AMP Balanced Managed Fund

Information, unit prices, and historical performance

Information

The fund's objective is to achieve medium returns - in exchange there will be some movements up and down in the value of your investments. To provide a well-diversified portfolio that has a balance of risk through holding growth assets and an allocation to lower-risk income assets.

Minimum suggested investment timeframe 4 years

Member fee $0.00

Annual fund charges 0.80%

Average 3-Years return (after fees, but before tax)*
*as at 31 May 2025 7.48%

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 31/05/2025

Fund name	1m	3m	6m	1yr	3yr	5yr
AMP Balanced Managed Fund	2.68%	-0.32%	0.71%	9.49%	7.48%	NA

Unit Prices

Data updated 04/07/2025

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
AMP Balanced Managed Fund	1.2889	1.2635	1.1962	1.2518	1.1789	0.9928	NA