Product Disclosure Statement (PDS) updates
Select a product in the list below to view latest PDS updates:
AMP Capital Asian Equity Growth Fund
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Asian Equity Growth Fund – personal Investors (H class) Product Disclosure Statement (PDS) and Incorporated Information (IBR) dated 25 June 2013. The amendments are as follows:
- PDS page 1 – Investing in the Fund: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 2 – Accessing your money: the words ‘a balance of $30,000 is generally required to keep your investment open’ are deleted and replaced with ‘a balance of $10,000 is generally required to keep your investment open’;
- IBR page 9 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’; and
- IBR page 11 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’.
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AMP Capital Australian Equity Concentrated Fund
17 October 2016
Changes include:
- Introduction of securities lending
- Enhanced fee disclosure
Find out more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Australian Equity Concentrated Fund – personal Investors (H class) Product Disclosure Statement (PDS) and Incorporated Information (IBR) dated 20 December 2013. The amendments are as follows:
- PDS page 1 – Investing in the Fund: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 2 – Accessing your money: the words ‘we generally require a balance of $30,000 to keep your investment open’ are deleted and replaced with ‘we generally require a balance of $10,000 to keep your investment open’;
- IBR page 8 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’; and
- IBR page 10 – Minimum withdrawal amount and account balance: the words ‘we generally require a balance of $30,000 to keep your investment open’ are deleted and replaced with ‘we generally require a balance of $10,000 to keep your investment open’.
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AMP Capital Australian Equity Fund
17 October 2016
Changes include:
- Introduction of securities lending
- Enhanced fee disclosure
Find out more
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AMP Capital Australian Equity Income Fund
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Australian Equity Income Fund – personal Investors (H class) Product Disclosure Statement (PDS) and Incorporated Information (IBR) dated 23 September 2013. The amendments are as follows:
- PDS page 1 – Investing in the Fund: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 2 – Accessing your money: the words ‘a balance of $30,000 is generally required to keep your investment open’ are deleted and replaced with ‘a balance of $10,000 is generally required to keep your investment open’;
- IBR page 8 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’; and
- IBR page 10 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’.
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AMP Capital Australian Equity Opportunities Fund
2 November 2016
Changes include:
- Introduction of securities lending
- Enhanced fee disclosure
Find out more
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
1 July 2014
A number of disclosure changes to long form Product Disclosure Statements are required by the new Superannuation Legislation Amendment (MySuper Measures) Regulation 2013. To reflect the disclosure changes required by the new legislation, investors are required to note the changes being made to the PDS.
Read more
23 December 2014
The investment minimum is lowered for investments in the AMP Australian Equity Opportunities Fund – personal Investors (H class) Product Disclosure Statement (PDS) and Incorporated Information (IBR) dated 31 January 2014. The amendments are as follows:
- PDS page 2 – Minimum investment amount: the words ‘Initial - $30,000’ are deleted and replaced with ‘Initial - $10,000’;
- PDS page 20 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 22 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’;
- PDS page 26 – Initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
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AMP Capital Balanced Growth Fund
21 November 2016
The changes include:
- Introduction of securities lending
- Enhanced fee disclosure
- Review of asset allocation
- Risk band
Find out more
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AMP Capital Community Infrastructure Holding Trust
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
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AMP Capital Community Infrastructure Trading Trust
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
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AMP Capital Conservative Fund
21 November 2016
The changes include:
- Introduction of securities lending
- Enhanced fee disclosure
- Review of asset allocation
Find out more
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AMP Capital Core Infrastructure Fund
15 September 2017
The AMP Capital Core Infrastructure Fund (‘Fund’) has made an additional unlisted infrastructure investment into the AMP Capital Diversified Infrastructure Trust (‘ADIT’). This investment relates to unit classes O, A (AMP1179AU) and H (AMP1180AU) holdings.
Read more
28 July 2017
Update to ASIC benchmarks and disclosure principles for the AMP Capital Core Infrastructure Fund, dated 30 January 2017.
An amendment is made to the content relating to the Responsible Entity board composition, the Responsible Entity chair and the Managed Investment Scheme Compliance Committee contained in Corporate Structure and Management (in relation to ASX Corporate Governance Standards Principles 1, 2, 7 and 8) on pages 2-6 of this document.
Read more
30 May 2017
Update to Product Disclosure Statement, dated 23 December 2016.
- PDS page 12 – The following wording is to be deleted from the 3rd paragraph of the Performance fee section:
On each third anniversary after 31 December 2007, we may determine not to carry forward any negative amount. Accordingly, on 1 July 2011 the performance fee was reset to zero (that is, any negative amounts were not carried forward).
Read more
23 December 2016
The amendment reflects a change in distribution frequency. The Fund will make income distributions quarterly rather than six-monthly.
Read more
24 December 2013
An amendment is made to the AMP Capital Core Infrastructure Fund PDS dated 20 June 2013, as set out below.
On page 4 of the Product Disclosure Statement, under the heading ‘Our Investment approach' and sub heading ‘The Fund’s investments’ the reference to ‘AMP Capital Core Listed Infrastructure Fund’ is deleted and replaced with: ‘AMP Global Listed Infrastructure Index Fund Hedged'.
The amendment is to reflect the name change from ‘AMP Capital Listed Infrastructure Fund’ to ‘AMP Global Listed Infrastructure Index Fund Hedged.
1 July 2014
A number of disclosure changes to long form Product Disclosure Statements are required by the new Superannuation Legislation Amendment (MySuper Measures) Regulation 2013. To reflect the disclosure changes required by the new legislation, investors are required to note the changes being made to the PDS.
Read more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Core Infrastructure Fund – personal Investors (H class) Product Disclosure Statement (PDS) dated 20 June 2013. The amendments are as follows:
- PDS page 2 – Minimum investment amounts: the words ‘Initial - $30,000’ are deleted and replaced with ‘Initial - $10,000’;
- PDS page 16 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’’;
- PDS page 18 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’.
- PDS page 23 – Initial Investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’.
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AMP Capital Core Property Fund
30 May 2017
A number of changes have been made in the new PDS which will be available online from early June, 2017. The changes relate to:
- The introduction of a securities lending capability within the Fund’s underlying investments;
- The addition of our Environmental, Social and Governance (ESG) philosophy;
- Amendments to an underlying fund (AMP Capital Hedged Global Direct Property Fund); and
- Updated asset allocation weightings.
Read more
1 July 2014
A number of disclosure changes to long form Product Disclosure Statements are required by the new Superannuation Legislation Amendment (MySuper Measures) Regulation 2013. To reflect the disclosure changes required by the new legislation, investors are required to note the changes being made to the PDS.
Read more
29 August 2014
In ‘The AMP Capital Hedged Global Direct Property Fund' section of each offer document for the Fund dated 30 June 2014, the first paragraph in this section is deleted and replaced on:
- page 5 in the Platform PDS, and
- page 5 in the Personal Investors PDS.
Deleted
The AMP Capital Hedged Global Direct Property Fund is an unregistered managed investment scheme structured as an Australian unit trust of which we are the trustee.
Replaced
The AMP Capital Hedged Global Direct Property Fund is a registered managed investment scheme structured as an Australian unit trust of which we are the trustee.
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Core Property Fund – personal Investors (H class) Product Disclosure Statement (PDS) dated 30 June 2014. The amendments are as follows:
- PDS page 3 – Minimum investment amount: the words ‘Initial - $30,000’ are deleted and replaced with ‘Initial - $10,000’;
- PDS page 20 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 23 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’;
- PDS page 29 – Initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
AMP Capital Corporate Bond Fund
23 February 2016
The changes include updates to the benchmark and investment objectives.
Find out more
20 October 2014
In the ‘Fund Profile - Interest Rate Management’ section of each of the following offer documents for the Fund dated 5 March 2014, found on:
- page 3 in the Platform IBR,
- page 3 in the Personal investors IBR,
- page 3 in the Staff Investment Programme PDS, and
- page 6 in the Information Memorandum,
the following paragraph in this section is deleted:
“The duration of the total assets of the Fund is within 18 months of the duration of the Fund’s performance benchmark.”
and replaced with the following paragraph:
“The current duration of the benchmark is 3.03 years as at 30 September 2014. The duration of the Fund is limited to between 0 and 4.5 years of duration.”
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Corporate Bond Fund – personal Investors (H class) Product Disclosure Statement (PDS) and Incorporated Information (IBR) dated 5 March 2014. The amendments are as follows:
- PDS page 1 – Investing in the Fund: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 2 – Accessing your money: the words ‘a balance of $30,000 is generally required to keep your investment open’ are deleted and replaced with ‘a balance of $10,000 is generally required to keep your investment open’;
- IBR page 11 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’; and
- IBR page 13 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’.
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AMP Capital Dynamic Markets Fund
18 April 2016
The Fund will be able to engage in securities lending in order to generate additional returns for investors.
Find out more
1 July 2014
A number of disclosure changes to long form Product Disclosure Statements are required by the new Superannuation Legislation Amendment (MySuper Measures) Regulation 2013. To reflect the disclosure changes required by the new legislation, investors are required to note the changes being made to the PDS.
Read more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Dynamic Markets Fund – personal Investors (H class) Product Disclosure Statement (PDS) dated 28 February 2014. The amendments are as follows:
- PDS page 2 – Minimum investment amount: the words ‘Initial - $30,000’ are deleted and replaced with ‘Initial - $10,000’;
- PDS page 17 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 19 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’;
- PDS page 23 – Initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
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AMP Capital Enhanced Yield Fund
16 February 2009
AMP Capital is currently not accepting applications for new or additional investments in the fund.
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AMP Capital Equity Income Generator
17 October 2016
Changes include:
- Introduction of securities lending
- Enhanced fee disclosure
Find out more
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AMP Capital Global Infrastructure Securities Fund (Hedged)
23 November 2016
The changes include:
- Introduction of securities lending
- Enhanced fee disclosure
Find out more
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Global Infrastructure Securities Fund (Hedged) – personal Investors (H class) Product Disclosure Statement (PDS) and Incorporated Information (IBR) dated 31 May 2013. The amendments are as follows:
- PDS page 1 – Investing in the Fund: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 2 – Accessing your money: the words ‘a balance of $30,000 is generally required to keep your investment open’ are deleted and replaced with ‘a balance of $10,000 is generally required to keep your investment open’;
- IBR page 10 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’; and
- IBR page 12 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’.
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AMP Capital Global Infrastructure Securities Fund (Unhedged)
23 November 2016
The changes include:
- Introduction of securities lending
- Enhanced fee disclosure
- Risk band
Find out more
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Global Infrastructure Securities Fund (Unhedged) – personal Investors (H class) Product Disclosure Statement (PDS) and Incorporated Information (IBR) dated 31 May 2013. The amendments are as follows:
- PDS page 1 – Investing in the Fund: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 2 – Accessing your money: the words ‘a balance of $30,000 is generally required to keep your investment open’ are deleted and replaced with ‘a balance of $10,000 is generally required to keep your investment open’;
- IBR page 10 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’; and
- IBR page 12 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’.
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AMP Capital Global Property Securities Fund
27 September 2016
The changes include:
- Change of the Fund's benchmark
- Introduction of securities lending
- Enhanced fee disclosure
Find out more
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Global Property Securities Fund – personal Investors (H class) Product Disclosure Statement (PDS) dated 28 February 2013 and Incorporated Information (IBR) dated 21 August 2013. The amendments are as follows:
- PDS page 1 – Investing in the Fund: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 2 – Accessing your money: the words ‘we generally require a balance of $30,000 to keep your investment open’ are deleted and replaced with ‘we generally require a balance of $10,000 to keep your investment open’;
- IBR page 9 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’; and
- IBR page 11 – Minimum withdrawal amount and account balance: the words ‘we generally require a balance of $30,000 to keep your investment open’ are deleted and replaced with ‘we generally require a balance of $10,000 to keep your investment open’.
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AMP Capital Hedged Global Direct Property Fund
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
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AMP Capital High Growth Fund
21 November 2016
The changes include:
- Introduction of securities lending
- Enhanced fee disclosure
- Review of asset allocation
Find out more
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AMP Capital Income Generator
31 January 2017
The changes include:
- Introduction of securities lending
- Review of risk band
Find out more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Income Generator – personal Investors (H class) Product Disclosure Statement (PDS) and Incorporated Information (IBR) dated 28 February 2014. The amendments are as follows:
- PDS page 2 – Investing in the Fund: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 2 – Accessing your money: the words ‘a balance of $30,000 is generally required to keep your investment open’ are deleted and replaced with ‘and a balance of $10,000 is generally required to keep your investment open’;
- IBR page 9 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’; and
- IBR page 11 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’.
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AMP Capital Multi-Asset Fund
31 January 2017
The change pertains to the introduction of securities lending.
Find out more
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Multi-Asset Fund – personal Investors (H class) Product Disclosure Statement (PDS) and Incorporated Information (IBR) dated 4 June 2013. The amendments are as follows:
- PDS page 1 – Investing in the Fund: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 2 – Accessing your money: the words ‘a balance of $30,000 is generally required to keep your investment open’ are deleted and replaced with ‘a balance of $10,000 is generally required to keep your investment open’;
- IBR page 13 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’; and
- IBR page 11 – Minimum withdrawal amount and account balance: the words ‘a balance of $30,000 is generally required’ are deleted and replaced with ‘a balance of $10,000 is generally required’.
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AMP Capital Premium Growth Fund
13 February 2017
The changes include:
- Introduction of securities lending
- Risk band
- Suggested minimum investment timeframe
Find out more
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AMP Capital Shopping Centre Fund
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
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Australian Property Fund
20 June 2017
Changes include:
- Introduction of securities lending
Find out more
2 November 2015
In the PDS for the Fund dated 30 January 2015, on:
- PDS page 2 in the ‘Withdrawals’ section
- PDS page 9 in the ‘Liquidity’ section, and
- PDS page 23 in the ‘Payment times’ section,
the following sentence in the second last paragraph of the section is deleted:
‘Quarterly updates will be provided until such time as monthly processing of withdrawal requests resumes.’
and replaced with the following paragraph:
‘Quarterly updates will provide an update on the steps taken or proposed to be taken, the expected liquidity position and the anticipated timeframe to implement these steps. The updates will be provided until such time as monthly processing of withdrawal requests resumes.’
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Enhanced Index Share Fund
2 November 2016
Changes include
- Introduction of securities lending
- Enhanced fee disclosure
Find out more
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Future Directions Australian Bond Fund
21 November 2016
Changes include
- Enhanced fee disclosure
- Change of performance benchmark
Find out more
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Future Directions Balanced Fund
21 November 2016
Changes include
- Introduction of securities lending
- Enhanced fee disclosure
- Review of asset allocation
Find out more
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Future Directions Conservative Fund
21 November 2016
Changes include
- Introduction of securities lending
- Enhanced fee disclosure
- Review of asset allocation
Find out more
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Future Directions Growth Fund
21 November 2016
Changes include
- Introduction of securities lending
- Enhanced fee disclosure
- Review of asset allocation
Find out more
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Future Directions High Growth Fund
21 November 2016
Changes include
- Introduction of securities lending
- Enhanced fee disclosure
- Review of asset allocation
Find out more
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Future Directions International Bond Fund
21 November 2016
Changes include
- Introduction of securities lending
- Enhanced fee disclosure
- Risk band
Find out more
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Future Directions Moderately Conservative Fund
21 November 2016
Changes include
- Introduction of securities lending
- Enhanced fee disclosure
- Review of asset allocation
Find out more
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International Bond Fund
16 January 2016
Changes include
- Introduction of securities lending
- Risk band
Find out more
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Listed Property Trusts Fund
17 October 2016
Changes include:
- Introduction of securities lending
- Enhanced fee disclosure
Find out more
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Managed Treasury Fund
2 November 2016
Changes pertain to enhanced fee disclosure as well as the inclusion of addititional information regarding how the Fund is managed.
Find out more
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AMP Capital Sustainable Share Fund
17 October 2016
Changes include the introduction of securities lending, enhanced fee disclosure and updated information on how the Fund works.
Find out more
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
23 December 2014
The investment minimum is lowered for investments in the AMP Capital Sustainable Share Fund – personal Investors (H class) Product Disclosure Statement (PDS) dated 28 February 2013 and Incorporated Information (IBR) dated 23 July 2013. The amendments are as follows:
- PDS page 2 – Investing in the Fund: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’;
- PDS page 2 – Accessing your money: the words ‘we generally require a balance of $30,000 to keep your investment open’ are deleted and replaced with ‘we generally require a balance of $10,000 to keep your investment open’;
- IBR page 11 – Applying for an initial investment: the words ‘initial investment amount of at least $30,000’ are deleted and replaced with ‘initial investment amount of at least $10,000’; and
- IBR page 13 – Minimum withdrawal amount and account balance: the words ‘we generally require a balance of $30,000 to keep your investment open.’ are deleted and replaced with ‘we generally require a balance of $10,000 to keep your investment open.’
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AMP Capital Wholesale Australian Bond Fund
17 October 2016
changes pertain to enhanced fee disclosure as well as the inclusion of addititional information regarding how the Fund is managed.
Find out more
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Responsible Investment Leaders Australian Share Fund
21 November 2016
The changes include:
- Introduction of securities lending
- Enhanced fee disclosure
Find out more
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
1 July 2014
A number of disclosure changes to long form Product Disclosure Statements are required by the new Superannuation Legislation Amendment (MySuper Measures) Regulation 2013. To reflect the disclosure changes required by the new legislation, investors are required to note the changes being made to the PDS.
Read more
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Responsible Investment Leaders Balanced Fund
21 November 2016
The changes include:
- Introduction of securities lending
- Enhanced fee disclosure
- Review of asset allocation
Find out more
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
1 July 2014
A number of disclosure changes to long form Product Disclosure Statements are required by the new Superannuation Legislation Amendment (MySuper Measures) Regulation 2013. To reflect the disclosure changes required by the new legislation, investors are required to note the changes being made to the PDS.
Read more
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Responsible Investment Leaders Conservative Fund
22 November 2016
The changes include:
- Introduction of securities lending
- Enhanced fee and costs disclosure
- Review of asset allocation
Find out more
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Responsible Investment Leaders Diversified Fixed Income Fund
23 November 2016
- Introduction of securities lending
- Enhanced fee and costs disclosure
- Review of asset allocation
Find out more
19 December 2011: Advisers appointed
An amendment is made to the Responsible Investment Leaders Diversified Fixed Income Fund Information Memorandum dated 28 September 2009, as set out below.
On page 6 of the Information Memorandum, all information under the heading ‘Investment Committee' is deleted and replaced with:
The Investment Committee is responsible for investment decision-making and financial performance, and performs four key tasks:
- Determining the long term investment strategies of the Funds
- Identifying the manager universe
- Manager selection
- Strategic asset allocation.
The Investment Committee includes investment professionals from within AMP Capital and advisers appointed by us to provide advice and research on investment manager selection, to advise on strategic asset allocation, and to provide monitoring services for the Fund. Except in limited circumstances, we pay the advisers for these services and they are not a cost to the Fund. We, or any of the appointed advisers, may terminate a current consulting arrangement, and aspects of an arrangement may change. If a material change occurs, we will lodge a PDS update notice online at www.ampcapital.com.au.
1 July 2014
A number of disclosure changes to long form Product Disclosure Statements are required by the new Superannuation Legislation Amendment (MySuper Measures) Regulation 2013. To reflect the disclosure changes required by the new legislation, investors are required to note the changes being made to the PDS.
Read more
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Responsible Investment Leaders Growth Fund
22 November 2016
- Introduction of securities lending
- Enhanced fee and costs disclosure
- Review of asset allocation
Find out more
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Responsible Investment Leaders High Growth Fund
22 November 2016
The changes include:
- Introduction of securities lending
- Enhanced fee and costs disclosure
Find out more
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Responsible Investment Leaders International Share Fund
21 November 2016
The changes include:
- Introduction of securities lending
- Enhanced fee disclosure
Find out more
14 March 2014
Changes to the Privacy Act 1988 (Cth) recently came into effect. The changes incorporate new Australian Privacy Principles which regulate the collection and handling of personal information and include requirements for organisations to notify you of how your personal information may be used and certain related matters.
Find out more
1 July 2014
A number of disclosure changes to long form Product Disclosure Statements are required by the new Superannuation Legislation Amendment (MySuper Measures) Regulation 2013. To reflect the disclosure changes required by the new legislation, investors are required to note the changes being made to the PDS.
Read more
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Specialist Australian Small Companies Fund
13 February 2017
The changes include:
- Introduction of securities lending
- Risk band
Find out more
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Specialist Australian Share Fund
13 February 2017
The change pertains to the introduction of securities lending.
Find out more
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Specialist Geared Australian Share Fund
13 February 2017
The change pertains to the introduction of securities lending.
Find out more
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Specialist International Share Fund
13 February 2017
The change pertains to the introduction of securities lending.
Find out more
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Specialist International Share (Hedged) Fund
13 February 2017
The change pertains to the introduction of securities lending.
Find out more
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Specialist Property and Infrastructure Fund
13 February 2017
The change pertains to the introduction of securities lending.
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Specialist Diversified Fixed Income Fund
13 February 2017
This change pertains to Introduction of securities lending.
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Wholesale Australian Equity - Value Fund
17 October 2016
Changes include updated information on how the Fund works, the introduction of securities lending and enhanced fee disclosure.
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Wholesale Australian Property Fund
20 June 2017
Changes include:
- Introduction of securities lending
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1 June 2015: Additional disclosure in PDS
1. In the PDS for the Fund dated 30 January 2015, on:
- page 2 in the ‘Withdrawals’ section
- page 9 in the ‘Liquidity’ section, and
- page 23 in the ‘Payment times’ section,
the following sentence in the second last paragraph of the section is deleted:
‘Quarterly updates will be provided until such time as monthly processing of withdrawal requests resumes.’ and replaced with the following paragraph:
Quarterly updates will provide an update on the steps taken or proposed to be taken, the expected liquidity position and the anticipated timeframe to implement these steps. The updates will be provided until such time as monthly processing of withdrawal requests resumes.’
2. In the 'Withdrawal arrangements' section: Disclosure principle 7 – Withdrawal arrangements for the Fund dated 30 January 2015 the following sentence in the second last paragraph of this section is deleted on page 6:
‘Quarterly updates will be provided until such time as monthly processing of withdrawal requests resumes.’ and replaced with the following paragraph:
‘Quarterly updates will provide an update on the steps taken or proposed to be taken, the expected liquidity position and the anticipated timeframe to implement these steps. The updates will be provided until such time as monthly processing of withdrawal requests resumes.’
1 July 2014
A number of disclosure changes to long form Product Disclosure Statements are required by the new Superannuation Legislation Amendment (MySuper Measures) Regulation 2013. To reflect the disclosure changes required by the new legislation, investors are required to note the changes being made to the PDS.
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Wholesale Cash Management Trust
17 October 2016
Changes include updated information on how the Fund works and enhanced fee disclosure.
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