Compare Insurance, Mortgage Rates, KiwiSaver & more
22/11/2024
Insurance Company
last updated on 2024-02-26 14:28:53
| Rating | |
| Fund name |
AMP MODERATE BALANCED FUND (LIFESTEPS) |
| Membership fee per annum |
$23 |
| Fund performance 5 year |
3.78% |
| Number of members |
11372 |
| Date fund started |
2007-10-01 |
| Fund type |
Balanced |
| Estimated annual fees |
0.78% |
| NZ invested Assets |
33.42% |
| Total value of fund |
$540 868 456 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
13.5% |
| Growth Assets |
46.5% |
| Bonds |
40% |
| Investments |
The fund has a well-diversified portfolio that has an allocation to growth assets that broadly equals the 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. |
