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  • Fund Type: Unit Trust
  • Objective: Global Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Global

AMP Capital Balanced Growth Fund

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1.21 AUD 0.000.20%

As of 00:59:30 ET on 05/22/2015.

Snapshot for AMP Capital Balanced Growth Fund (AMPWBAL)

Year To Date: +7.36% 3-Month: +1.21% 3-Year: +15.79% 52-Week Range: 1.07 - 1.23
1-Month: -0.75% 1-Year: +14.00% 5-Year: +10.77% Beta vs AS51: 0.63

Mutual Fund Chart for AMPWBAL

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  • AMPWBAL:AU 1.21
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Fund Profile & Information for AMPWBAL

AMP Capital Balanced Growth Fund is an unit trust incorporated in Australia. The Fund amis to provide moderate capital growth and some income by investing across a range of asset types, with higher exposure to growth assers. The Fund may invest in options, futures, and other derivatives as well as other AMP funds and hedge funds.

Inception Date: 05-03-2000 Telephone: Tel: 61-2-9257-8020
Web Site:

Fundamentals for AMPWBAL

NAV (on 2015-05-22) 1.21
Assets (M) (on 2015-01-30) 274.60
Fund Leveraged N
Minimum Investment 1,500.00
Minimum Subsequent Investment 500.00

Dividends for AMPWBAL

Dividend Type Income
Dividend Frequency Semi-Anl
Last Dividend Net (on 2015-01-02) 0.01
Dividend Yield (ttm) 12.03

Fees & Expenses for AMPWBAL

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 2.05
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 0.66

Top Fund Holdings for AMPWBAL

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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