AMP NZRT Balanced No. 2

23972

AMP NZRT Balanced No. 2 23972 Strategy

The fund uses diversification across asset types, with a mix of income and growth assets, with a responsible investment overlay. This fund has been certified by the Responsible Investment Association of Australasia (RIAA). An investment process is employed that combines financial analysis with a sustainability focus. Asset allocations are actively managed in line with changing investment environments and conditions, with a responsible investment overlay.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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Listed Investment Companies monthly performance: March 2026

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Mark Mobius, legendary emerging - markets investor, dies at 89

The intrepid Templeton investor pioneered emerging-market investing.
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Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.

Morningstar Investment Ideas

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