AMP Aggressive Fund
Amp Aggressive Fund is an aggressive KiwiSaver fund managed by AMP. It has 30,089 members and holds $1.1 billion. It opened in 2007.
Fees and returns
- Annual fee
- 0.77% of your balance each year
- Return over 1 year
- +13.3% a year
- Return over 3 years
- +12.4% a year
- Return over 5 years
- +6.7% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned +6.7% a year. The median for mainstream aggressive funds over the same period was +6.1% a year, across 13 funds. This fund is ahead of that median, by 0.6 percentage points.
What it invests in
International equities 62%, australasian equities 21%, other 12%.
Largest holdings
- NVIDIA Corp 2.84%
- Fisher & Paykel Healthcare Corporation Limited 2.81%
- Apple Inc 2.51%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +13.3% |
| 2024/25 | +6.6% |
| 2023/24 | +17.7% |
| 2022/23 | −4.5% |
| 2021/22 | +1.9% |
| 2020/21 | +28.4% |
| 2019/20 | −6.8% |
| 2018/19 | +7.6% |
| 2017/18 | +6.9% |
| 2016/17 | +11.2% |
About this fund
The AMP Aggressive Fund is a diversified aggressive fund holding almost entirely growth assets (mainly shares) with only a small income allocation. AMP's core range is managed on a predominantly index-tracking basis through BlackRock. It targets high returns with larger movements in value, and applies AMP's sustainable-investment exclusions. Annual fund charge: 0.77%.