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AMP Capital Corporate Bond Fund

The ability to preserve capital and provide a steady income stream has become a more important goal than ever for many investors, particularly those who are entering or already in retirement. Our ‘true to label’ corporate bond fund provides a more secure future for your clients if they are looking for capital stability and a regular income from their investments.

The AMP Capital Corporate Bond Fund aims to meet these client goals:
  • Reliable, regular income
  • The ability to help meet living expenses each month
  • Replace a salary in retirement
  • A lower risk investment solution
Lonsec Research Recommended Zenith 2015 Fund Awards - Finalist Zenith Approved Zenith Awards 2016 Finalist

Estimated yield

3.15% pa*
 

total estimated yield for financial year 2017/18, offering investors line of sight on their income

*for the underlying estimated yield assumptions, please see the bottom of this page.

 

Income

Monthly
 

we aim to make distributions regularly to help investors meet their essential needs

 

Asset allocation

BBB
 

grade bonds and above is what the fund predominantly invests in

 

Diversification

100+
 

securities may be invested in at one time

 

"We assess credit markets from multiple perspectives, which helps us to identify potential risks and improve the capital stability of the fund."

Simon Warner
Head of Global Fixed Income

How does this fund fit into your portfolio?

The Fund can be used:

  • As a defensive asset allocation tilt within the essential needs part of a portfolio
  • In conjunction with the AMP Capital Income Generator which can serve as a core holding; and/or the AMP Capital Australian Equity Income Fund to provide a growth asset allocation tilt to the portfolio

What are the risks?

  • Credit risk: The fund invests in corporate bonds, which means it essentially lends money to companies for an agreed time and interest payment. There is the risk that the borrower defaults on interest payments, the repayment of capital or both. Historically, the fund has very low levels of default.
  • Interest rate risk: While capital gains may be earned in a falling interest rate environment, capital losses can occur in a rising interest rate environment.

Invest now

Select how you would like to invest
Complete the application

Send your application and supporting documents to us:

AMP Capital Investors
Reply Paid 125
Parramatta NSW
(No stamp required)

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*Refers to on-platform Class A. Estimated yield is based on the unit price at the start of the period. It is important to note that the final annualised distribution yield will not be known until the end of the financial year, that the distribution yield estimate isn’t guaranteed, and that it may change over the period due to market movements in the Fund unit prices. We base our estimate on assumptions set out in this paragraph, and you should be aware that if facts differ from our assumptions, the final distribution yield may differ from the estimate. The estimate is based on the amount of income we expect to receive into the Fund over the period from 1 January 2018 to 30 June 2018, based on the current investments held by the Fund, the level of coupons, maturity payments and pre-payments expected to be earned from investments held in the Fund. If the companies whose securities we hold in the Fund do not pay the coupons, maturity payments or prepayments they have forecast, or if the portfolio changes materially over the period, this may impact on our estimated distribution yield.

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 our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned December 2016) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at: http://www.zenithpartners.com.au/RegulatoryGuidelines

The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 9, 2015 and are solely statements of opinion and do not represent recommendations to purchase, hold, or sell any securities or make any other investment decisions. Ratings are subject to change.

The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 10, 2014 and are solely statements of opinion and do not represent recommendations to purchase, hold, or sell any securities or make any other investment decisions. Ratings are subject to change.

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

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AMP's Australian operations are bound by the current Australian privacy legislation which outlines how organisations should manage and use personal information collected and held about their customers. AMP Privacy Policy

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