Annual fund charge
0.80%
vs peer avg 0.95%
Risk indicator
4/7
1 = lower risk · 7 = higher risk
5-year return p.a.
Less than 5 years of data
peer avg 6.03%
Fund size
NZ$12.3m
98% growth · 2% income
The fund has a well-diversified portfolio that aims to provide growth, primarily through holding growth assets with a low allocation to income assets. The fund aims to achieve high returns, in exchange there will be larger movements up and down in the value of your investments.
Key facts
Fund start date
21 October 2024
Tax structure
PIE
Capped at your PIR (max 28%)
Top 10 holdings
As at the latest published quarterly fund update.
| Holding | % of fund |
|---|---|
| NVIDIA Corp | 2.84% |
| Fisher & Paykel Healthcare Corporation Limited | 2.81% |
| Apple Inc | 2.51% |
| Auckland International Airport Limited | 1.78% |
| Microsoft Corp | 1.71% |
| Infratil Limited | 1.49% |
| Taiwan Semiconductor Manufacturing Company Ltd | 1.46% |
| Amazon.Com Inc | 1.40% |
| Contact Energy Limited | 1.17% |
| Alphabet Inc Class C | 1.09% |
Documents
Every dated PDS, quarterly fund update and full-portfolio holdings file. Linked from the FMA Disclose register via Sorted Smart Investor.
- AMP AGGRESSIVE MANAGED FUND (FND51805) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 4.14 KB
- AMP Managed Funds Product Disclosure Statement.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 6.04 MB
- AMP Aggressive Managed Fund.pdf The quarterly update published by the provider PDF, 3.36 MB
- AMP Managed Funds Other Material Information.pdf This document provides additional information about the AMP Managed Funds (Scheme) and should be read with the current Product Disclosure Statement (PD
- AMP Managed Funds Statementof Investment Policyand Objectives.pdf Statement of investment policy and objectives PDF, 2.75 MB
About this category
Multi-asset funds that hold a mix of shares, bonds, cash and sometimes property in a single portfolio. The mix determines the risk profile — aggressive funds hold more shares, conservative funds hold more bonds and cash.
About AMP
Long-established Australasian wealth manager with a NZ retail managed-fund range.
See all funds from AMP →Head-to-head
Compare AMP Aggressive Managed Fund with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
Peer funds
