About the Fund
AMP Balanced Growth is a diversified investment that aims to provide investors with moderate to higher returns over the medium to long term.
To provide moderate capital growth and some income by investing across a range of asset types, with higher exposure to growth assets.
This product is likely to be appropriate for a consumer seeking capital growth to be used as either a satellite, core or standalone holding within a portfolio where the consumer has a medium to long investment timeframe and a high risk/return profile.
Withdrawals are allowed daily. Withdrawals are normally processed within 5 business days. The constitution allows for payments to be made within 30 calendar days.
What are the risks?
The Fund may be suitable for a consumer with a higher risk profile who can accept higher potential losses (eg has the ability to bear up to 6 negative returns over a 20-year period (SRM 6)) in order to target a higher return.
The ‘Risks of investing’ section of the Product Disclosure Statement and Incorporated Information for this Fund provides further information about the risks noted above, as well as information about other investment risks of which you should be aware.
For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.
View our pricing and performance page for more information
Platform Fund
Fund details
| APIR Code | AMP0441AU |
| Minimum investment | $10,000,000 for Class A $10,000,000 for Class O |
| Investment objective | To provide moderate capital growth and some income by investing across a range of asset types, with higher exposure to growth assets. Performance is measured after costs and before tax. |
| Minimum suggested timeframe |
5 years |
| Distribution frequency |
Half-yearly |
| Product inception date |
23 Jul 2002 |
| Risk level (1-7) |
6. High |
| Benchmark | Retail WT Balanced Growth Benchmark |
| Product status | Closed to new investors, open to existing investors |
Documents & downloads
AMP Balanced Growth Fund - Class O
Servicing forms
Please note: If you are a North Client or Adviser, you will need to contact the North team or North Platform for any servicing forms and requests, via phone 1800 667 84, email north@amp.com.au, or through the North website at northonline.com.au.
PDS Updates
* Please note, due to a data issue which impacted the Fund’s benchmark return, benchmark-relative returns, as quoted in the December reports downloaded around the period of mid-February, may have been slightly understated. This has now been corrected.
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What you need to know
This information has been prepared by National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (NMFM). This information is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of NMFM.
While every care has been taken in the preparation of this information, NMFM makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This information has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this information, and seek professional advice, having regard to their objectives, financial situation and needs.
The investment option referred to on this page is available through products issued by N.M. Superannuation Proprietary Ltd ABN 31 008 428 322, AFSL 234654 (NM Super)..
Neither NM Super, NMFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this information. Past performance is not a reliable indicator of future performance. All information on this website is subject to change without notice. NMFM is part of the AMP group.
The information included on this page was current on the date published within the document or report and issued by the entity identified in the document or report. For up-to-date information, we refer you to the relevant product disclosure statement, target market determination and product updates available at amp.com.au.