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Responsible Investment Leaders Balanced Fund
The Responsible Investment Leaders Balanced Fund gives investors access to capital growth and some income by investing in a portfolio diversified across all asset types, but with an emphasis on growth assets (shares and property).
Key features
- a diversified multi manager strategy that blends manager styles and asset classes, with the objective of providing investors with competitive returns across a range of markets
- a robust investment process that combines an sustainability focus with stringent financial analysis
- access to specialist managers and sustainability consultants within Australia and internationally
Fund facts |
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| APIR code | AMP0452AU (Class A units) |
| Fund aim | To provide investors with moderate to high returns, while accepting medium levels of volatility. |
Who should invest? |
Investors seeking moderate to high returns over the medium term and in agreement with the Fund’s socially responsible investment criteria. |
Risk level |
Medium |
Time frame |
Minimum 5 years |
Inception date |
23 September 2005* (Class A & Wholesale units) |
| Benchmark | Average weighted return of the market indices used to measure the performance of the underlying funds in which the Fund invests. |
* Prior to September 2005, the Fund was solely managed by AMP Capital Investors and Henderson Global Investors and named the Sustainable Future Balanced Growth Fund. It has since been renamed and is managed in a SRI multi manager format to a different asset allocation benchmark.
Responsible Investment Leaders funds
