AMP Balanced Fund



Information, unit prices, and historical performance


Information

The fund aims to achieve medium returns ? in exchange there will be some movements up and down in the value of your investments.

Minimum suggested investment timeframe 4 years
Member fee $23.40
Annual fund charges 0.79%
Average 3-Years return (after fees, but before tax)*
*as at 31 May 2024 2.20%

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 31/05/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund 1.04% 1.83% 8.38% 10.76% 2.20% 4.55%

Unit Prices

Data updated 25/06/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund 2.3245 2.2731 2.3020 2.1743 2.0947 2.1874 1.8643

Unit Prices: Historical

More info about the AMP KiwiSaver Scheme