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25/11/2024

AMP - AMP GROWTH FUND (LIFESTEPS)

Insurance Company

last updated on 2024-02-26 14:28:53

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Overview

Rating

Fund name

AMP GROWTH FUND (LIFESTEPS)

Membership fee per annum

$23

Fund performance 5 year

6.16%

Number of members

11176

Date fund started

2007-10-01

Fund type

Growth

Estimated annual fees

0.79%

NZ invested Assets

29.9%

Total value of fund

$226 356 385

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

3%

Growth Assets

77%

Bonds

20%

Investments

Investments

The fund has a well-diversified portfolio that aims to provide growth, primarily through holding growth assets diversified with a lower allocation to lower-risk income assets. The fund aims to achieve medium to high returns, in exchange there will be larger movements up and down in the value of your investments.