Compare with other growth KiwiSaver funds. “ It has been calculated based on the fund's five-year performance (or an appropriate market index if it has not been around that long). For more information, download a copy of the AMP KiwiSaver Scheme Product Disclosure Statement and Fund Update Booklet, which have been lodged on the Scheme's offers register entry at AMP Capital Ethical Leaders Balanced Fund. We've rebuilt MyAMP so you can do more to manage your money. Higher It's unwise to choose a fund based on how well it has done in the past. Here's a breakdown of the different charges in this fund (in purple), compared to the average growth KiwiSaver fund (in grey). However, no allowance has been made for the administration or monthly member fees which are deducted each month by cashing up units from a member's account. Please note that investment in the Scheme carries risk and we recommend that you read the entire Product Disclosure Statement and Fund Update Booklet available on the Forms, documents and downloads section of this website to help you assess the risk of investing in the Scheme. Wholesale units. Here's more on the basics of bonds. For the most appropriate mix for you and your situation (often called your "risk profile"), see Sorted's investor kickstarter for managed funds, or answer these three questions for KiwiSaver funds. AMP Wealth Management New Zealand Limited is the issuer and manager of the Scheme. This was after fees and taxes (28% PIR) were taken out. Interested in investing in this offer? View the short and long term investment returns for your AMP KiwiSaver Scheme, Lifesteps age bracket - Up to 31 years old. Smart Investor was last updated on 01/07/2020 09:29 PM. Compare with the average growth KiwiSaver fund (in grey). Before you invest in a product like a fund, you are given a PDS which has essential details about it and the company providing it. Properties are growth assets and can be listed on an exchange or be unlisted. Wholesale units. Buying shares gives you part ownership in a company and can bring returns from your share of the profits (dividends) or from selling the shares for more than you paid. Nikko AM Balanced Fund (previously known as the Tyndall Balanced Fund) ANZ Balanced Plus Fund (previously known as the OnePath Balanced Plus Fund) risk, The right side of this range of numbers indicates a Please note that investment in the Scheme carries risk and we recommend that you read the entire Product Disclosure Statement and Fund Update Booklet available on the, For more information, download a copy of the, Map out my first home or retirement adventure, AMP KiwiSaver Scheme | Returns and unit prices, Quarterly disclosure statement - 31/12/15, Quarterly disclosure statement - 30/09/15, Quarterly disclosure statement - 30/06/15, Quarterly disclosure statement - 31/03/15, Quarterly disclosure statement - 31/12/14, Quarterly disclosure statement - 30/09/14, Quarterly disclosure statement - 30/06/14, Quarterly disclosure statement - 31/03/14, Quarterly disclosure statement - 31/12/13, Quarterly disclosure statement - 30/09/13, AMP KiwiSaver Scheme Product Disclosure Statement, Financial strength and solvency information. Since no one can tell the future and how the different funds will do, it's best to choose one with low fees where possible. Browse through the complete list of investments held by this fund. These annual returns (in green) were for the 12 months up to 31 March 2020. This is a gauge of how volatile this investment has been – how much it has gone up and down in value. Potentially The information shown here comes directly from financial service providers via the Disclose Register. When the fund performs well, these will be higher. In this replacement fund update the actual investment mix graph has been updated to show the correct The fund has a target allocation of 73% to growth assets and 27% to defensive assets. Learn More; Personal superannuation funds. You can compare them to the average growth KiwiSaver fund (in grey). Several kinds of risks, actually. The Future Directions Balanced Fund is a multi-manager fund that gives investors access to a diversified portfolio with a bias towards growth (shares and property) and alternative assets, while having a limited exposure to income assets (bonds and cash). However, no entity or person guarantees the Scheme, any investment in the Scheme or any returns on any investment in the Scheme or gives any warranty of reliability, or accuracy, nor accepts any responsibility arising in any other way from any errors or omissions. The value of your investment will go up or down depending on the unit prices of the investment options in which you are invested. risk, The left side of this range of numbers indicates Important notes. Everyone can benefit from expert advice, provided the adviser has your interests at heart. This category can include alternative investments such as derivatives, often through a hedge fund. Returns here (in green) show how much this fund has grown in value over the five years up to 30 June 2020, after fees and taxes. You can also see the average for Growth funds, which typically hold from 63% to 90% of growth assets. These are provided to members of the fund (usually once each quarter) to update them on its performance. Bonds are income assets and can also be called "fixed interest" or "debt securities". These are a total of management and administration charges and performance-based fees for the year ending 31 March 2020. This method is based on the PIE (Portfolio Investment Entity) tax regime whereby individual investors will have tax paid on their behalf at their Prescribed Investor Rate. It is important to evaluate whether the returns are worth it, whether you can cope, and whether this investment will in fact help you achieve your goals. Print Mix This is the actual mix of growth assets (shares, property) and income assets (bonds, cash) that this fund held on 30 June 2020. These are the fees you would have paid (in purple) if you had $10,000 in this fund during the 12 months that ended on 31 March 2020. You do not always get what you pay for when investing. The quarterly update published by the provider. Here's, Everyone can benefit from expert advice, provided the adviser has your interests at heart., Buying shares gives you part ownership in a company and can bring returns from your share of the profits (dividends) or from selling the shares for more than you paid. Note: Unit prices will usually be released 1-2 business days after the day which they relate. Fund Name: AMP Wealth Balanced Growth (Wholesale) Responsible Entity: AMP Capital Investors Limited: APIR Code: Sector/Asset Class: Multisector Growth: Morningstar Rating (as at 31 Dec 2018) Legal Structure: Superannuation Fund: Fund Inception: 30 Sep 1985: Fund Size: $3967.04 million (as at 31 Aug 2020) Entry Price: $1.16123 (as at 26 Mar 1986) Exit Price: $1.16123 (as at 26 Mar 1986) … As part of the update, all new and existing customers need to re-register. These are the directors and employees who have the most influence on investment decisions for this fund. As you invest, your mix (often called "asset allocation") is the most significant factor that will determine the results you get, including the ups and downs in value you experience. Here's, Sorted Smart Investor – Compare, invest, get ahead, 1 year, Cash is a kind of investment that generally pays you interest. You pay this membership charge (a flat fee) each year, regardless of your balance or the fund's performance. Good advice is gold. For more, see Flipping the thinking on fees. Unit prices displayed are after annual management fees but before PIE tax. lower returns, The right side of this range numbers indicates Limited replaced Fisher Funds Management Limited as the underlying fund manager of the Mercer Balanced Fund (previously known as the Fisher Balanced Fund). Potentially The unit prices listed are the prices members would transact, on the date specified. Here's more on how to read a PDS. Find out more today. AMP Capital Ethical Leaders Diversified Fixed Income Fund. Property refers to commercial real estate (not the family home) owned through property trusts or companies that own or develop real estate as their business. This is because the returns we receive are after any fees and taxes get paid. Here's more on. Visit the provider's website. Underlying assets of some of the investment funds comprised in the AMP KiwiSaver Scheme (the "Scheme") will rise and fall in value and returns may (with exceptions) from time to time be negative. (An exception to this are shariah-compliant funds, which can hold cash but are prohibted from earning interest.)

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