AMS Balanced Fund
DAM0026AU
AMS Balanced Fund DAM0026AU Strategy
The Fund typically invests in a diversified portfolio mix with exposure to growth investments (around 70%) and defensive investments (around 30%). Derivatives may be used to implement investment strategies. Derivatives are not used to leverage the Fund.
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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Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
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Why small caps could shine bright in 2025?
Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
funds
KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,577.30 | 24.40 | -0.28% |
| CAC 40 | 8,122.58 | 12.04 | 0.15% |
| DAX 40 | 22,314.65 | 118.98 | -0.53% |
| Dow JONES (US) | 44,176.65 | 450.94 | -1.01% |
| FTSE 100 | 8,662.97 | 49.56 | -0.57% |
| HKSE | 23,220.21 | 643.23 | 2.85% |
| NASDAQ | 19,962.36 | 93.89 | -0.47% |
| Nikkei 225 | 38,719.34 | 41.30 | 0.11% |
| NZX 50 Index | 12,784.99 | 95.37 | -0.74% |
| S&P 500 | 6,117.52 | 26.63 | -0.43% |
| S&P/ASX 200 | 8,299.90 | 22.90 | -0.28% |
| SSE Composite Index | 3,374.23 | 23.44 | 0.70% |