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The Experts’ Choice Australian Shares Fund (the Fund) invests in managed investments that hold Australian shares and other securities listed on the Australian Stock Exchange. The Fund aims to provide high relative capital growth over the long term above the Fund’s performance benchmark (after costs and before tax).

Platform

APIR code HLR0002AU
Investment objective To provide high relative investment growth over the long term by investing in Australian shares, which exceed the Fund's performance benchmark after costs and before tax.
Investment approach The Experts' Choice Australian Shares Fund currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed Australian companies. The Fund diversifies manager risk across a range of investment managers. Exposures are to products we consider to be high quality within the various investment styles used when investing in the Australian equity market. The diversity of exposure by investment style minimises the risk of underperformance should one particular investment style be out of favour within a particular investment timeframe.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 07 Sep 1995
Risk level (1 - 7) 6. High
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.

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").
The Experts’ Choice Balanced Fund (the Fund) aims to provide moderate to high returns over the long term and invests in managed investments covering a diversified range of asset classes, with a higher investment allocation to growth assets such as property and shares.

Platform

APIR code HLR0003AU
Investment objective To provide moderate to higher returns over the long term by investing across all asset types with a higher exposure to growth assets, which exceed the Fund's performance benchmark after costs and before tax.
Investment approach The Experts' Choice Balanced Fund currently diversifies its investments by using a multi-manager approach, targeting higher exposure to growth assets.The Fund is exposed to a broad range of investment markets including Australian and international equities (including emerging markets), Australian and international property, infrastructure assets, Australian and international fixed interest markets, foreign exchange and cash.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 07 Sep 1995
Risk level (1 - 7) 4. Medium
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.

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").
The Experts’ Choice Conservative Fund (the Fund) aims to provide a greater return than defensive assets, such as cash and bonds, over the long term through some investment allocation to growth assets. The Fund invests in managed investments covering a diversified range of asset classes, with a higher investment allocation to income generating assets such as cash and fixed interest.

Platform

APIR code HLR0004AU
Investment objective To provide moderate total returns over the long term by having some exposure to growth assets, which exceed the Fund's performance benchmark after costs and before tax.
Investment approach The Experts' Choice Conservative Fund currently diversifies its investments by using a multi-manager approach, targeting some exposure to growth assets.The Fund is exposed to a broad range of investment markets including Australian and international equities (including emerging markets), Australian and international property, infrastructure assets, Australian and international fixed interest markets, foreign exchange and cash.
Min. suggested timeframe 4 years
Dist. frequency Half yearly
Inception date 07 Sep 1995
Risk level (1 - 7) 3. Low to Medium
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.

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").
The Experts’ Choice Diversified Interest Income Fund (the Fund) aims to provide returns above inflation and cash over the medium term (with low to medium levels of volatility in returns). The Fund invests primarily in managed investments that hold international and Australian diversified fixed income investments such as government and high grade corporate bonds.

Platform

APIR code HLR0001AU
Investment objective To provide returns above the Fund's performance benchmark after costs and before tax, over the medium term
Investment approach The Experts' Choice Diversified Interest Income Fund currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of Australian and international fixed interest investment markets. The Fund has the added benefit in that it diversifies manager risk across several investment managers, thereby reducing single manager risk.
Min. suggested timeframe 3 years
Dist. frequency Half yearly
Inception date 07 Sep 1995
Risk level (1 - 7) 3. Low to Medium
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.

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").
The Experts’ Choice Growth Fund aims to provide moderate to high capital growth over the long term and invests in managed investments covering a diversified range of asset classes, with a higher investment allocation to growth assets such as property and shares.

Platform

APIR code HLR0005AU
Investment objective To provide high returns over the long term by investing predominantly in growth assets, which exceed the Fund's performance benchmark after costs and before tax.
Investment approach The Experts' Choice Growth Fund currently diversifies its investments by using a multi-manager approach, targeting substantially higher exposure to growth assets. The Fund is exposed to a broad range of investment markets including Australian and international equities (including emerging markets), Australian and international property, infrastructure assets, Australian and international fixed interest markets, foreign exchange and cash
Min. suggested timeframe 7 years
Dist. frequency Half yearly
Inception date 07 Sep 1995
Risk level (1 - 7) 6. High
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.

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").
The Experts’ Choice International Shares Fund (the Fund) invests in managed investments that hold international shares and other securities listed on Stock Exchanges outside of Australia. The Fund aims to provide high relative investment growth over the long term above the Fund’s performance benchmark (after costs and before tax).

Platform

APIR code HLR0006AU
Investment objective To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax.
Investment approach The Experts' Choice International Shares Fund currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed international companies. The Fund is an all capitalisation international share strategy. The Fund offers exposure to both large and small companies by market capitalisation size and also offers diversity by region as it may be exposed to both developed and emerging markets. The Fund can hedge the foreign currency exposure back to AUD. The target hedging is 50%, however, we can adjust the currency hedging level between 0% and 100% from time to time.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 07 Sep 1995
Risk level (1 - 7) 6. High
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.

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").
The Experts’ Choice Property and Infrastructure Fund (the Fund) aims to provide income and moderate capital growth over the long term by investing in managed investments that hold property and infrastructure related securities.

Platform

APIR code HLR0022AU
Investment objective To provide total return made up of both income and capital growth over the long term, which exceed the Fund's performance benchmark, after costs and before tax.
Investment approach The Experts' Choice Property and Infrastructure Fund currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of Australian and international property sector markets and exposure includes both listed and direct property allocations. The Fund also features an allocation to listed infrastructure securities. The Fund provides access to fund manager products, which are considered best within different areas of the property asset class. The Fund has the added benefit in that it diversifies manager risk across a broad range of investment managers, thereby reducing single manager risk.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 07 Sep 1995
Risk level (1 - 7) 6. High
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.

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").
The Experts’ Choice Short Term Money Market Fund (the Fund) aims to provide a stable return on investment with a low level of capital loss over any timeframe. The Fund currently engages a single manager to manage the Fund’s investments, with exposure to Australian money market securities, including overnight cash and cash-like investments such as term deposits via a cash management trust.

Platform

APIR code HLR0007AU
Investment objective To provide low but stable returns over the short term with low risk of capital losses, which exceed the Fund's performance benchmark after costs and before tax.
Investment approach The Experts Choice Short-Term Money Market Fund currently engages a single manager to manage the Fund's investments. The Fund's exposure is to Australian money market securities, including overnight cash, cash-like investments such as term deposits, and cash management trusts.
Min. suggested timeframe No minimum
Dist. frequency Quarterly
Inception date 07 Sep 1995
Risk level (1 - 7) 1. Very Low
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.

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").
The Experts’ Choice Small Companies Fund (the Fund) invests in managed investments that hold smaller capitalisation Australian shares and other securities listed on the Australian Stock Exchange. The Fund aims to provide high relative investment growth over the long term above the Fund’s performance benchmark (after costs and before tax).

Platform

APIR code HLR0023AU
Investment objective To provide high relative investment growth over the long term by investing in smaller capitalisation Australian shares, which exceed the Fund's performance benchmark after costs and before tax.
Investment approach The Experts' Choice Small Companies Fund currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed Australian small companies. The Fund provides access to fund manager products, which we consider to be high quality within the small cap investment universe. The Fund diversifies its exposure to different investment strategies to seek to minimise the risk of underperformance.
Min. suggested timeframe 7 years
Dist. frequency Half yearly
Inception date 30 Apr 2007
Risk level (1 - 7) 6. High
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.

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").

The Future Directions Asia Ex-Japan Fund provides investors with the opportunity to access Asian investments via a multi-manager vehicle. The fund has been specifically designed to maximise portfolio efficiency by accessing those areas of the market not traditionally covered by benchmarks such as the MSCI World Index.


Platform

APIR code AMP1205AU
Investment objective To provide a total return, after costs and before tax, above the return from the benchmark on a rolling 3 to 5 year basis.
Investment approach The Fund is managed using a multi-manager style.
Min. suggested timeframe 7 years
Dist. frequency Half yearly
Inception date 09 Dec 2008
Risk level (1 - 7) 6. High
Status Closed to new investors, open to existing investors

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.



Related information

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Future Directions Asia Ex-Japan Fund (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.

 

The Future Directions Emerging Markets Share Fund provides investors with the opportunity to access emerging market share investments via a multi-manager vehicle. The fund has been specifically designed to maximise portfolio efficiency by accessing those areas of the market not traditionally covered by benchmarks such as the MSCI World Index.


Platform

APIR code AMP1117AU
Investment objective To provide a total return, after costs and before tax, above the return from the benchmark on a rolling 3 to 5 year basis.
Investment approach The Fund is designed to blend specialist investment managers from around the world, with the aim of maximising returns and managing levels of risk. In structuring the Fund, we take a four-stage investment approach - setting objectives, targeted manager selection, portfolio construction and implementation, and ongoing portfolio and manager review.
Min. suggested timeframe 7 years
Dist. frequency Half yearly
Inception date 27 Jun 2007
Risk level (1 - 7) 7. Very High
Status Closed to new investors, open to existing investors
Notes Available through AMP Flexible Lifetime platforms only

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.



Related information

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Future Directions Emerging Markets Share Fund (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.

 

The Future Directions International Bond Fund gives investors access to fixed or floating interest rate securities in countries around the globe.


Platform

APIR code AMP0677AU
Investment objective To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach In structuring the Fund to blend specialist investment managers we take a four-stage investment approach. This involves setting objectives and asset allocation, targeted manager selection, portfolio construction and implementation, and ongoing portfolio and manager review.
Min. suggested timeframe 3 years
Dist. frequency Quarterly
Inception date 31 Mar 2009
Risk level (1 - 7) 3. Low to Medium
Status Open
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.

Wholesale

APIR code AMP0676AU
Investment objective To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach In structuring the Fund to blend specialist investment managers we take a four-stage investment approach. This involves setting objectives and asset allocation, targeted manager selection, portfolio construction and implementation, and ongoing portfolio and manager review.
Dist. frequency Quarterly
Inception date 30 Oct 2002
Risk level (1 - 7) 3. Low to Medium
Status Open
Notes To view current buy/sell spreads click here.

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 Target Manager Allocation

Related information

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Future Directions International Bond Fund (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.

 

The Responsible Investment Leaders Australian Share Fund offers investors access to shares listed on the Australian Securities Exchange within a responsible investment framework.

Fund Carbon Footprint

 









Operational emissions come from the operations of a company whereas equity emissions come from the assets owned by a company. This distinction is particularly important in the extractive industries where one company may operate mines or oil and gas reserves for another. It is not always possible to identify equity emissions and in this case the operational emissions of a company is used.

Click here to find out more.


Lonsec Research Investment Grade

Platform

APIR code AMP1151AU
Investment objective To provide a total return (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 5 year basis.
Investment approach Our responsible investment approach follows five key steps: 1. Setting the investment objectives and considerations, 2. Identifying the manager universe, 3. Selecting the managers, 4. Determining the optimal manager mix, 5. Monitoring of the Fund and operational governance. This process combines a stringent financial assessment with a responsible investing focus, both of which are critical in meeting the Fund's objective of producing competitive returns within a sustainable and responsible framework.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 24 Jan 2006
Risk level (1 - 7) 6. High
Status Open
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 Target Manager Allocation

The Lonsec Rating (assigned May 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Rating is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to “wholesale clients” (as defined in the Financial Advisers Act 2008 (NZ)). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold AMP Capital product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to Lonsec website at: www.lonsecresearch.com.au/research-solutions/our-ratings

 

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Responsible Investment Leaders Australian Share Fund (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.

 

 

The Responsible Investment Leaders Balanced Fund gives investors access to capital growth and some income by investing in a portfolio diversified across all asset types, but with an emphasis on growth assets (shares and property).


Platform

APIR code AMP0452AU
Investment objective To provide a total return (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 5 year basis and to provide a rate of return of 3.5% above inflation after costs and before tax, over a 5 year period.
Investment approach Our responsible investment approach follows five key steps: 1. Setting the investment objectives and considerations, 2. Identifying the manager universe, 3. Selecting the managers, 4. Determining the optimal manager mix, 5. Monitoring of the Fund and operational governance. This process combines a stringent financial assessment with a responsible investing focus, both of which are critical in meeting the Fund's objective of producing competitive returns within a sustainable and responsible framework.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 23 Sep 2005
Risk level (1 - 7) 5. Medium to High
Status Open
Access Available through selected platforms
Notes Inception date - Prior to 23 Sept 2005, the AMP Capital Responsible Investment Leaders Balanced Fund was solely managed by AMP Capital Investors and Henderson Global Investors and named the Sustainable Future Balanced Fund. It has since been renamed and is managed in a SRI multi manager format to a different asset allocation benchmark.

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 Target Manager Allocation

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Responsible Investment Leaders Balanced Fund (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.

 

The Responsible Investment Leaders International Share Fund gives investors access to shares listed on international share markets within a responsible investment (SRI) framework.

Fund Carbon Footprint

 








Operational emissions come from the operations of a company whereas equity emissions come from the assets owned by a company. This distinction is particularly important in the extractive industries where one company may operate mines or oil and gas reserves for another. It is not always possible to identify equity emissions and in this case the operational emissions of a company is used.

Click here to find out more.


Lonsec Research Investment Grade

Platform

APIR code AMP0455AU
Investment objective To provide a total return (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 5 year basis.
Investment approach Our responsible investment approach follows five key steps: 1. Setting the investment objectives and considerations, 2. Identifying the manager universe, 3. Selecting the managers, 4. Determining the optimal manager mix, 5. Monitoring of the Fund and operational governance. This process combines a stringent financial assessment with a responsible investing focus, both of which are critical in meeting the Fund's objective of producing competitive returns within a sustainable and responsible framework.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 20 Apr 2001
Risk level (1 - 7) 6. High
Status Open
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 Target Manager Allocation

Direct Investment

Investment objective To provide a total return (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 5 year basis.
Investment approach Our responsible investment approach follows five key steps: 1. Setting the investment objectives and considerations, 2. Identifying the manager universe, 3. Selecting the managers, 4. Determining the optimal manager mix, 5. Monitoring of the Fund and operational governance. This process combines a stringent financial assessment with a responsible investing focus, both of which are critical in meeting the Fund's objective of producing competitive returns within a sustainable and responsible framework.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 24 Aug 2007
Risk level (1 - 7) 6. High
Status Terminated

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.



The Lonsec Rating (assigned May 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Rating is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to “wholesale clients” (as defined in the Financial Advisers Act 2008 (NZ)). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold AMP Capital product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to Lonsec website at: www.lonsecresearch.com.au/research-solutions/our-ratings

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Responsible Investment Leaders International Share Fund (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.

 

Blends a portfolio of strategies that invest primarily in shares listed or expected to be listed on the Australian Securities Exchange.


Wholesale

APIR code AMP0681AU
Investment objective To provide a total return (income and capital growth), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach The Fund is designed to blend specialist investment managers with the aim of maximising returns and managing levels of risk. In structuring the Fund, we take a four-stage investment approach - setting objectives and asset allocation, targeted manager selection, portfolio construction and implementation, and ongoing portfolio and manager review. This fund largely represents an implemented AMP Research Model Portfolio and is a product of collaboration between AMP Research and AMP Capital.
Dist. frequency Half yearly
Inception date 09 Oct 2002
Risk level (1 - 7) 6. High
Status Open
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 Target Manager Allocation

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Specialist Australian Share Fund (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.

 

Blends a portfolio of strategies that invest primarily in shares listed or expected to be listed on the Australian Securities Exchange (ASX). Small companies are generally those defined as being outside the top 100 of the ASX.


Platform

APIR code AMP0973AU
Investment objective To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach The Fund is designed to blend specialist investment managers with the aim of maximising returns and managing levels of risk. In structuring the Fund, we take a four-stage investment approach - setting objectives and asset allocation, targeted manager selection, portfolio construction and implementation, and ongoing portfolio and manager review.
Min. suggested timeframe 7 years
Dist. frequency Half yearly
Inception date 10 Jan 2005
Risk level (1 - 7) 6. High
Status Open
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

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Specialist Australian Small Companies Fund (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.

 

Blends a portfolio of strategies that invest in Australian and global fixed income securities including government bonds, government-related bonds, inflation linked and corporate bonds, as well as asset backed securities, cash derivatives and foreign currency.


Platform

APIR code AMP1992AU
Investment objective To provide a total return (income and capital growth) after costs and before taxes, above the Fund's performance benchmark, over a rolling 3 year basis.
Investment approach The Specialist Diversified Fixed Income Fund provides exposure to a diversified portfolio of Australian and international fixed income securities including government securities, government-related securities, corporate securities, asset-backed securities, cash, derivatives and foreign currency. Exposures are to managers who demonstrate competitive advantages, within the various investment styles that are used when investing in the Australian and international fixed income markets. This fund largely represents an implemented AMP Research Model Portfolio and is a product of collaboration between AMP Research and AMP Capital.
Dist. frequency Quarterly
Inception date 09 May 2014
Risk level (1 - 7) 3. Low to Medium
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.

Performance reports

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Specialist Diversified Fixed Income Fund (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.

 

Blends a portfolio of investment managers that invest primarily in shares listed, or expected to be listed, on the Australian Securities Exchange (ASX).


Platform

APIR code AMP0969AU
Investment objective To provide high returns over the long term through geared exposure to securities listed on the Australian Securities Exchange. The objective of the Fund's portfolio before gearing is applied is to provide total returns (income and capital growth) after costs and before tax, above the S&P/ASX 200 Accumulation Index on a rolling 3 year basis.
Investment approach In structuring the Fund's portfolio we access a blend of specialist investment managers whose aim is to maximise returns and manage levels of risk. This four-stage process involves: setting objectives and asset allocation, targeted manager selection, portfolio construction and implementation, and ongoing portfolio and manager review.
Min. suggested timeframe 7 years
Dist. frequency Annual
Inception date 30 Dec 2004
Risk level (1 - 7) 7. Very High
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.

Performance reports

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

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Specialist Geared Australian Share Fund (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.

 

To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund’s performance benchmark after costs and before tax.


Platform

APIR code AMP0824AU
Investment objective To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax
Investment approach The Fund is designed to access international shares and blend specialist investment managers from around the world, with the aim of maximising returns and managing levels of risk. In structuring the Fund, we take a four-stage investment approach - strategy formulation, targeted manager selection, portfolio construction and implementation, and ongoing portfolio and manager review. This fund largely represents an implemented AMP Research Model Portfolio and is a product of collaboration between AMP Research and AMP Capital.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 05 Feb 2004
Risk level (1 - 7) 6. High
Status Open
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

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Specialist International Share Fund (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.

 

Blends a portfolio of strategies that invest primarily in developed market international shares hedged back to Australian dollars.


Platform

APIR code AMP0825AU
Investment objective To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax
Investment approach The Fund invests in the Specialist International Share Fund. The underlying fund blends specialist investment managers from around the world, with the aims of maximising returns and managing levels of risk. In structuring the underlying fund, we take a four-stage investment approach - setting objectives and asset allocation, targeted manager selection, portfolio construction and implementation, and ongoing portfolio and manager review. This fund largely represents an implemented AMP Research Model Portfolio and is a product of collaboration between AMP Research and AMP Capital.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 18 Feb 2004
Risk level (1 - 7) 6. High
Status Open
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

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Specialist International Share (Hedged) Fund (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.

 

The Specialist Property and Infrastructure Fund blends a portfolio of strategies that invest in Australian and international listed property and infrastructure securities. The fund can also invest in unlisted property and infrastructure funds.


Platform

APIR code AMP1990AU
Investment objective To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach The Fund provides investors with access to investment in direct and listed property and listed infrastructure, both in Australia and around the world. The Fund may also invest in direct infrastructure from time to time. The diversity of exposure across direct property, listed property and infrastructure securities, both in Australia and around the world seeks to manage the risk of underperformance should one particular asset class or region be out of favour within a particular investment timeframe. The Fund may diversify its direct property and listed property and infrastructure securities exposure across a range of both active and passive strategies. Exposures to active managers are to managers who demonstrate competitive advantages within the various investment styles that are used when investing in the Australian and international property and infrastructure markets.
Min. suggested timeframe 5 years
Dist. frequency Quarterly
Inception date 01 Dec 2014
Risk level (1 - 7) 6. High
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.

Performance reports

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Specialist Property and Infrastructure Fund (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.