AMP Global Select Balanced Growth Fund
Global Select Balanced Growth Fund is a growth KiwiSaver fund managed by AMP. It has 6,071 members and holds $375 million. It opened in 2007.
Fees and returns
- Annual fee
- 1.10% of your balance each year
- Return over 1 year
- +11.2% a year
- Return over 3 years
- +8.4% a year
- Return over 5 years
- +4.7% 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 +4.7% a year. The median for mainstream growth funds over the same period was +5.1% a year, across 28 funds. This fund is behind that median, by 0.4 percentage points.
What it invests in
International equities 39%, new zealand fixed interest 17%, other 15%, international fixed interest 12%.
Largest holdings
- Wholesale Active Balanced Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +11.2% |
| 2024/25 | +4.6% |
| 2023/24 | +9.6% |
| 2022/23 | −4.9% |
| 2021/22 | +3.6% |
| 2020/21 | +23.7% |
| 2019/20 | −3.4% |
| 2018/19 | +6.6% |
| 2017/18 | +6.0% |
| 2016/17 | +6.3% |
About this fund
The Global Select Balanced Growth Fund (previously the ANZ Balanced Growth Fund) sits in the growth category but with less growth-asset exposure than most growth funds. Annual fund charge: 1.10%.