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AMP Capital Income Generator

For investors who are looking for one simple investment solution to meet all their income needs, the AMP Capital Income Generator is one stop shop. The Fund is a specially designed a multi-asset portfolio (investing across a diversified mix of assets including shares, bonds, property trusts and infrastructure) that aims to provide regular and reliable monthly income which also helps keep up with the cost of living.

The AMP Capital Income Generator aims to meet these client goals:
  • Reliable, regular income
  • The ability to help meet living expenses each month
  • Replace a salary in retirement
  • Tax effective for low tax-rate payers
Lonsec Research Highly Recommended Zenith Recommended Rating

Estimated yield

4.75%*
 

total estimated yield for financial year 2017/2018

*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

Growth

13th
 

distribution is paid in June and reinvested to grow capital

Suitable for

Low
 

marginal tax rate investors such as retirees

"With an emphasis on producing income, the fund is less volatile than a traditionally constructed portfolio with fixed income and equities."

Matthew Hopkins
Senior Portfolio Manager

How does this fund fit into your portfolio?

This fund can be used:

  • As a core holding within the needs part of a portfolio
  • In conjunction with the AMP Capital Corporate Bond Fund to provide a defensive asset allocation tilt to the portfolio; and/or the AMP Capital Australian Equity Income Fund to provide a growth asset allocation tilt to the portfolio

What are the risks?

  • Risk of capital loss: Assets with the highest long-term returns may also carry the highest level of short-term risk, particularly if you do not hold your investment for the minimum suggested investment timeframe.
  • Returns are not guaranteed: Future returns may differ from past returns, the level of returns may vary, the value of your investment may vary, and there may be the risk of loss of invested capital.
  • Market risk: The Fund will be affected by any risks associated with the securities (including securities listed on share markets around the world) in which it invests and other investments it makes.

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 July 2017 – 30 June 2018, based on the current investments held by the Fund, the level of dividends, franking credits, 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 dividends, franking credits, 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.
Distributions for AMP Capital Income Generator are preannounced twelve months in advance. 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 is not guaranteed, and that it may change due to market conditions.

The Lonsec Rating (assigned October 2016) 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 October 2017) 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 Zenith's Product Assessment’s at http://www.zenithpartners.com.au/RegulatoryGuidelines

ipac asset management limited (ABN 22 003 257 225, AFSL 234655) (ipac) is the responsible entity of the AMP Capital Income Generator (Fund) and the issuer of the units in the Fund. This information has been prepared by AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (AMP Capital), which has been appointed to provide Fund-related services to ipac. 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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