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22/11/2024

Home Companies AMP

AMP - AMP MODERATE FUND

Insurance Company

last updated on 2023-12-12 12:32:53

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Overview

Rating

Fund name

AMP MODERATE FUND

Membership fee per annum

$23

Fund performance 5 year

3.09%

Number of members

13345

Date fund started

2007-10-01

Fund type

No data

Estimated annual fees

0.78%

NZ invested Assets

32.4%

Total value of fund

$685 516 220

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

17%

Growth Assets

36%

Bonds

47%

Investments

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.

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