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Other funds

Balanced Growth is a diversified investment that aims to provide investors with moderate to higher returns over the medium to long term.


Platform

APIR code AMP0441AU
Investment objective By investing across a range of asset types, with high exposure to growth assets, the Fund aims to provide a total return (primarily capital growth with some income) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach The Fund's blend of investment sectors is managed within a strategic asset allocation mix, with the flexibility to rebalance the Fund's allocations to suit the changing investment environment.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 23 Jul 2002
Risk level (1 - 7) 5. Medium to High
Status Closed to new investors, open to existing investors
Access Available through selected platforms.

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.

Performance reports

Investment Value AUD ($'000) Performance Report
Archived
View report

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Balanced Growth Fund and the issuer of the units in the Fund. To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). The PDS contains important information about investing in the Fund and it is important that investors read the PDS before making a decision about whether to acquire, or continue to hold or dispose of units in the Fund. Neither AMP Capital, AMPCFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this information. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this information, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of this information, and seek professional advice, having regard to their objectives, financial situation and needs.

 

Conservative is a diversified investment that provides investors with capital stability, while having some exposure to growth assets.


Platform

APIR code AMP0443AU
Investment objective By investing across a range of asset types, with high exposure to defensive assets and some exposure to growth assets, the Fund aims to provide a total return (primarily income with some capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach The Fund's blend of investment sectors is managed within a strategic asset allocation mix, with the flexibility to rebalance the Fund's allocations to suit the changing investment environment. The Fund provides investors with access to managers who are selected for their diversification across asset classes and investment styles, with the objective of adding value through investment in primarily defensive assets and some growth assets.
Min. suggested timeframe 3 years
Dist. frequency Quarterly
Inception date 23 Jul 2002
Risk level (1 - 7) 3. Low to Medium
Status Closed to new investors, open to existing investors
Access Available through selected platforms.

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.

Performance reports

Investment Value AUD ($'000) Performance Report
Archived
View report

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Conservative Fund and the issuer of the units in the Fund. To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). The PDS contains important information about investing in the Fund and it is important that investors read the PDS before making a decision about whether to acquire, or continue to hold or dispose of units in the Fund. Neither AMP Capital, AMPCFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this information. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this information, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of this information, and seek professional advice, having regard to their objectives, financial situation and needs.

 

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.