AMP NZ Fixed Interest Fund
Amp NZ Fixed Interest Fund is a defensive KiwiSaver fund managed by AMP. It has 120 members and holds $3 million. It opened in 2016.
Fees and returns
- Annual fee
- 0.78% of your balance each year
- Return over 1 year
- +2.2% a year
- Return over 3 years
- +2.4% a year
- Return over 5 years
- −0.2% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
New zealand fixed interest 99%.
Largest holdings
- New Zealand Government Bond - maturing 20 Apr 2029 11.43%
- New Zealand Government Bond - maturing 15 May 2030 10.06%
- New Zealand Government Bond - maturing 15 Apr 2027 9.65%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.2% |
| 2024/25 | +3.5% |
| 2023/24 | +1.6% |
| 2022/23 | −2.2% |
| 2021/22 | −5.7% |
| 2020/21 | −0.4% |
| 2019/20 | +2.8% |
| 2018/19 | +4.4% |
| 2017/18 | +2.9% |
About this fund
The AMP NZ Fixed Interest Fund is a single-sector defensive fund that mainly invests in New Zealand government bonds, aiming to preserve capital with some growth. Because it holds bonds rather than cash, its value still moves with interest rates. It applies AMP's sustainable-investment exclusions and has an annual fund charge of 0.78%.