Every change Amka has recorded since tracking began.
Since Amka started tracking
A simple compounding illustration using only the rates Amka has actually recorded — not a projection, and not advice.
This figure is past performance.It records what the fund returned over a period that has already ended. It is not a yield, not a forecast, and not directly comparable with money market fund yields. Returns can be negative.
What a balanced fund is
A balanced fund spreads money across shares, bonds and cash in proportions set by the manager. The aim is steadier returns than a pure equity fund with more growth potential than a money market fund. Allocations and therefore risk vary widely between managers, so read the factsheet.
How to invest
Open an account with the fund manager and check the current asset allocation, the fee structure and the fund's track record across at least three years.
What this pays you
Uses this product's live rate. An illustration of arithmetic, not a forecast.
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Compare with everything else
A rate only means something beside the alternatives.