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 28 February 2025 5.93%

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 28/02/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 -0.42% 1.02% 5.41% 11.73% 5.93% 6.79%

Unit Prices

Data updated 22/04/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
AMP Balanced Fund No. 3 1.6856 1.7389 1.7878 1.7338 1.6079 1.4417 1.1815

Unit Prices: Historical

More about the New Zealand Retirement Trust