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23/11/2024

Home Companies AMP

AMP - MILFORD BALANCED FUND

Insurance Company

last updated on 2023-12-12 12:33:44

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Overview

Rating

Fund name

MILFORD BALANCED FUND

Membership fee per annum

$23

Fund performance 5 year

-

Number of members

1522

Date fund started

2022-02-23

Fund type

Growth

Estimated annual fees

1.42%

NZ invested Assets

-

Total value of fund

$41 515 970

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

8%

Growth Assets

61%

Bonds

31%

Investments

Investments

To provide a diversified portfolio that primarily invests in equities, with a significant allocation to fixed interest securities. The fund's objective is to achieve capital growth over the minimum recommended investment timeframe.

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