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Enhanced Index Share Fund

AMP Capital’s Enhanced Index Share Fund provides investors with access to a portfolio of shares listed on the Australian Securities Exchange, with diversification achieved primarily through investment across a range of industries and issuers. In identifying share opportunities for the fund we take an ‘enhanced index’ approach to investment. This enhanced index approach is tailored to the Australian market and provides greater potential for enhanced, risk-adjusted returns than would be achieved through investment in a pure index fund.

What are the key risks associated with the fund?

The Fund invests in securities that are listed on the stock exchange. This means that the Fund will be affected by any risks associated with these securities, such as how they perform, their strategy, management, how sustainable their earnings are, and other factors that affect the value and performance of a security. Risks of the Fund may include share market investment risk, where the value of the Fund’s investment in listed securities may decrease as a result of adverse share market
movements. 

Other risks may include or be associated with companies, investment management, derivatives, liquidity and securities lending.  Before choosing to invest in the Fund, investors should read the Information Memorandum and consider factors such as the likely investment return, the risks of investing and their investment timeframe.

Fund facts

Platform

APIR code AMP0257AU
Investment objective To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 12 month basis.
Minimum suggested timeframe 5 years
Distribution frequency Half yearly
Inception date 03 December 1997
Risk level (1 - 7) 6. High
Benchmark S&P/ASX 200 Accumulation Index AUD
Status Open

The Fund's risk level is based on the estimated number of negative annual returns for the Fund over any 20 year period and is not a complete assessment of the risks of investing in the Fund. For instance it does not detail what the size of a negative return could be or the potential for a positive return to be less than an investor may require to meet their objectives. Consequently, before choosing to invest or reinvest in the Fund, you should read the Fund's PDS and incorporated information and consider factors such as the likely investment return, the risks of investing and your investment time frame. Information about the methodology used for calculating the risk level is available here.

How to invest

Platform

1
Read the offer document(s)

PDSIncorporated information
PDS updates
2
Contact your platform operator for details on how to invest.

View platform list

Issuer and responsible entity: AMP Capital Funds Management Limited ABN 15 159 557 721, AFSL 426455. AMP Capital Funds Management Ltd is a member of the AMP Group which includes AMP Capital Investors Limited ABN 59 001 777 591, ASFL 232497 ("AMP Capital", "we" or "us").

About the PDS:

You will find the following offer documents for this fund:

  • PDS
  • Incorporated information (the information incorporated by reference in the PDS, and which forms part of the PDS)

Before making a decision about investing or reinvesting, you should read both documents. These documents can also be obtained by contacting us on 1800 188 013.