About the Fund
The Experts’ Choice Balanced Fund (the Fund) aims to provide a total return made up of both income and some capital growth over the long term, which exceed the Fund's performance benchmark after costs and before tax. The Fund invests primarily in managed investments that hold international and Australian diversified fixed income investments such as government and high grade corporate bonds. Higher investment allocation to growth assets such as property and shares.
To provide returns above inflation and cash over the medium term, which exceed the Fund's performance benchmark after costs and before tax.
This product is likely to be appropriate for a consumer seeking capital preservation and potentially some capital growth and regular income, to be used as a satellite/core holding within a portfolio where the consumer has a medium to long investment timeframe and a medium 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 moderate or medium risk profile, seeking to minimise potential losses (eg has the ability to bear up to 3 negative returns over a 20-year period (SRM 4)) and is comfortable with a moderate 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 | HLR0001AU |
| Minimum investment | $10,000,000 |
| Investment objective | To provide a total return made up of both income and some capital growth over the long term, which exceed the Fund's performance benchmark after costs and before tax. The benchmark for the fund is 60% Bloomberg AusBond Composite 0+ Yr Index / 40% Bloomberg Global Aggregate Index (Hedged to AUD). |
| Investment approach | The Experts' Choice Diversified Interest Income Fund currently diversifies its investments by using a multimanager approach. The Fund's investment exposure is across a broad range of Australian and international fixed interest investment markets. The Fund has the added benefit in that it diversifies manager risk across a broad range of investment managers, thereby reducing single manager risk. |
| Minimum suggested timeframe |
3 years |
| Distribution frequency |
Half-yearly |
| Product inception date |
07 Sep 1995 |
| Risk level (1-7) |
4. Medium |
| Product status | Open |
Documents & downloads
PDS Updates
We're here to help
AMP Investments
Mon - Fri: 8.30am – 5pm (AEST)
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.