Compare Insurance, Mortgage Rates, KiwiSaver & more
25/11/2024
Insurance Company
last updated on 2023-12-12 12:33:25
| Rating | |
| Fund name |
AMP BALANCED FUND NO. 2 |
| Membership fee per annum |
$23 |
| Fund performance 5 year |
4.97% |
| Number of members |
965 |
| Date fund started |
2016-07-28 |
| Fund type |
Balanced |
| Estimated annual fees |
0.79% |
| NZ invested Assets |
30.43% |
| Total value of fund |
$27 472 590 |
| 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. |
