AMP NZ Retirement Trusts Single Sectors NZ Fixed Interest

Investment Objective

To primarily preserve the value of Members’ investment with some capital growth by investing predominantly in New Zealand fixed interest securities. It may contain some exposure to Australian fixed interest. The Fund may have exposure to fixed interest securities issued by, amongst others, the New Zealand government or their agencies, the Reserve Bank of New Zealand, local authorities, registered banks and corporations located predominantly in New Zealand but including others from around the world. The Fund may also have exposure to financial derivative instruments for hedging or as part of its investment strategy.

*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 28 February 2024 (NZT)
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