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AMP - AMP CONSERVATIVE FUND (LIFESTEPS)

Insurance Company

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

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Overview

Rating

Fund name

AMP CONSERVATIVE FUND (LIFESTEPS)

Membership fee per annum

$23

Fund performance 5 year

2.18%

Number of members

4442

Date fund started

2007-10-01

Fund type

No data

Estimated annual fees

0.78%

NZ invested Assets

31.16%

Total value of fund

$191 720 914

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

19%

Growth Assets

25%

Bonds

56%

Investments

Investments

The fund has a well-diversified portfolio that primarily invests in lower-risk income assets with a conservative 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.