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23/11/2024

AMP - AMP DEFENSIVE CONSERVATIVE FUND

Insurance Company

last updated on 2023-12-12 12:32:49

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Overview

Rating

Fund name

AMP DEFENSIVE CONSERVATIVE FUND

Membership fee per annum

$23

Fund performance 5 year

2.1%

Number of members

12873

Date fund started

2007-10-01

Fund type

Conservative

Estimated annual fees

0.44%

NZ invested Assets

25.3%

Total value of fund

$425 314 430

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

21%

Growth Assets

17.5%

Bonds

61.5%

Investments

Investments

The fund has a diversified portfolio that primarily invests in lower-risk income assets with a conservative allocation to growth assets. The fund aims to preserve the value of your investments and achieve modest returns, in exchange there may be small movements up and down in the value of your investments. This fund is closed to new investors.