Why invest with us
- Objective - To provide moderate capital growth and some income by investing across a range of asset types, with higher exposure to growth assets.
- Target audience - 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.
- Withdrawal frequency - 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.
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
AMP Balanced Growth Fund - Class A
Servicing forms
- Change of personal details form opens in a new tab
- Change of distribution payment details form opens in a new tab
- Withdrawal form opens in a new tab
- Authorisation for change of servicing adviser form opens in a new tab
- Change your personalised fee structure opens in a new tab
- Transfer and acceptance of units form
Resources & tools
We're here to help
Email us ampinvestments@amp.com.auopens in a new tab
Call us 133 267opens in a new tab
8.30am to 5.30pm (AEST)
Monday to Friday
What you need to know
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 National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (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. Past performance is not a reliable indicator of future performance. This document has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to the investor’s objectives, financial situation and needs.
ipac Asset Management Limited ABN 22 003 257 225, AFSL 234655) (IAML) is the responsible entity of the fund(s) and the issuer of the units in the fund(s) and the Product Disclosure Statement(s) (PDS). To invest in the Fund(s), investors will need to obtain and consider the current PDS or other offer document for the relevant Funds(s) available at amp.com.au/investments-pds. The PDS or offer document contains important information about investing in the Funds(s) and it is important that investors read the PDS or offer document before making a decision about whether to acquire, or continue to hold or dispose of units in the Funds(s). A target market determination has been made in respect of the Funds(s) and is available at www.amp.com.au/investments-tmd. Neither IAML, 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 document. Past performance is not a reliable indicator of future performance.
All information on this website is subject to change without notice.
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.