AMP Aggressive

Six out of every ten dollars in this fund sit in international shares, with a concentrated bet on US technology: Nvidia, Apple, Microsoft, Amazon and Alphabet together account for nearly a tenth of the portfolio. Fisher & Paykel Healthcare leads the local allocation at 3.2 per cent, followed by Infratil and Auckland Airport, giving the fund a distinctly New Zealand infrastructure flavour among its Australasian holdings. The fund charges a total fee of 0.79 per cent, including a performance fee component of 0.08 per cent.

With 91 per cent in growth assets and just 3 per cent in cash, this is a high-conviction equity portfolio designed for long time horizons. It has placed 3rd over one year with a return of 14.8 per cent, and held 4th in its category over both three and five years. The fund manages $1.1 billion in assets. Its top ten holdings make up around 20 per cent of the fund, a relatively diversified approach within the aggressive category.

The portfolio tilts heavily toward technology and infrastructure, with minimal exposure to bonds or defensive assets. A small allocation to an "Other" category at 9.8 per cent suggests some alternative or unlisted investments outside the core equity positions.

General information only, not financial advice. Past performance is not a reliable indicator of future results.