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24/11/2024
Insurance Company
last updated on 2024-02-26 14:28:53
| Rating | |
| Fund name |
AMP MODERATE FUND (LIFESTEPS) |
| Membership fee per annum |
$23 |
| Fund performance 5 year |
3.09% |
| Number of members |
9494 |
| Date fund started |
2007-10-01 |
| Fund type |
No data |
| Estimated annual fees |
0.78% |
| NZ invested Assets |
32.4% |
| Total value of fund |
$520 301 671 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
17% |
| Growth Assets |
36% |
| Bonds |
47% |
| Investments |
The fund has a well-diversified portfolio that primarily invests in lower-risk income assets with a moderate allocation to growth assets. The fund aims to achieve modest to medium returns, in exchange there may be small movements up and down in the value of your investments. |
