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25/11/2024
Insurance Company
last updated on 2024-02-26 14:28:53
| Rating | |
| Fund name |
AMP BALANCED FUND (LIFESTEPS) |
| Membership fee per annum |
$23 |
| Fund performance 5 year |
4.68% |
| Number of members |
9642 |
| Date fund started |
2007-10-01 |
| Fund type |
Balanced |
| Estimated annual fees |
0.79% |
| NZ invested Assets |
31.76% |
| Total value of fund |
$329 181 116 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
10% |
| Growth Assets |
57% |
| Bonds |
33% |
| Investments |
The fund has a well-diversified portfolio that has a balance of risk through holding growth assets and an allocation to lower-risk income assets. The fund aims to achieve medium returns, in exchange there will be some movements up and down in the value of your investments. |
