Balanced Growth Fund

Our Balanced Growth Fund is a diversified fund that aims to provide investors with moderate to higher returns over the medium to long term.

Key features

  • strong track record of innovation and competitive performance
  • a diverse range of growth sources - multiple investment styles in Australian and international shares, Australian LPTs, global listed property securities and alternative assets
  • active management of asset allocations to suit changing investment environments and conditions

Fund facts

APIR code AMP0441AU (Class A Units)
AMP0442AU (Wholesale Units)
Fund aim To provide moderate to higher returns over the medium to long term while accepting low to medium levels of volatility.
Risk level Medium
Time frame Minimum 5 years
Inception date 3 May 2000 (Class A & Wholesale units)
Benchmark Weighted average return of the market indices of the underlying funds, at the benchmark asset mix.

 

Planner Portal
More Information
Asset allocation
Performance report
Jun 2008 (PDF 54Kb)
Fund profile
(PDF 127 Kb)

© Copyright AMP Capital Investors Limited 2008