Request a call
I agree to the terms and conditions, privacy policy, and subscription to the Goals-based investing newsletter.


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

AMP Capital Premium Growth Fund

The AMP Capital Premium Growth Fund is designed for investors seeking high-growth investment returns over the long term. The fund is more diversified than a traditional high growth portfolio, and employs a range of specialist equity, multi-asset, opportunistic and non-traditional investment strategies. We suggest that a minimum investment time frame of seven years is appropriate to avoid responding to short-term bouts of volatility and provide for the long-term aspirations of your clients.

AMP Capital Premium Growth aims to meet these client goals:
  • Provide funding for their long-term aspirations
  • Access niche strategies
  • Lower volatility as the fund is more diversified than a traditional high-growth portfolio
  • Specialist strategies for investors with a long-term horizon
Lonsec Research Investment Grade

Total return

10.68%**
 

per annum since inception and 12.83% for the 12 months to 30 June 2017*

 

Strategy

High
 

growth investment solution portfolio

 

Diversification

4
 

specialist sectors are invested in unlike traditional high growth funds

 

Timeframe

7+
 

year's minimum investment

 

"Markets can change often and abruptly. It’s important that we have the flexibility to adapt with them, so we can sell overpriced assets and buy underpriced assets."

Matthew Hopkins
Senior Portfolio Manager

How does this fund fit into a portfolio?

The fund can be used as a core holding within the legacy aspirations or ‘wishes’ part of a portfolio.

What are the risks?

The Fund invests in securities that are listed on share markets around the world, including emerging markets. This means the Fund will be affected by any risks associated with these securities and the currency in which they are denominated. It is also exposed to the risks of the particular strategies adopted by the selected fund managers. In addition to this, the Fund invests in alternative assets. Credit risk and liquidity risk exposures can be more intense than for traditional assets. Before choosing to invest in the Fund, you should read the Product Disclosure Statement and Incorporated Information, and consider factors such as the likely investment return, the risks of investment and your investment timeframe.

Invest now

Select how you would like to invest
Subscribe for updates

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

Submit
Subscribe for updates

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

Submit
Contact your platform operator for details on how to invest.

View platform list
  • North
  • Summit
  • iAccess
Subscribe for updates

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

Submit

* As at 30 June 2017. Figures shown are for Class L since inception 1 Aug 2012, are net of fees and assume all distributions are reinvested. Performance is annualised for periods greater than one year. Past performance is not a reliable indicator of future performance. For information on returns over other periods please see Performance Report available on this page.

The Lonsec Rating (assigned December 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.

ipac asset management limited (ABN 22 003 257 225, AFSL 234655) (ipac) is the responsible entity of the AMP Capital Premium Growth (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.

The fund invests in securities that are listed on share markets around the world, including emerging markets. This means the fund will be affected by any risks associated with these securities and the currency in which they are denominated. It is also exposed to the risks of the particular strategies adopted by the selected fund managers. In addition to this, the fund invests in alternative assets. Credit risk and liquidity risk exposures can be more intense than for traditional assets. Before choosing to invest in the fund, you should read the Product Disclosure Statement and Incorporated Information, and consider factors such as the likely investment return, the risks of investment and your investment timeframe.

Subscribe for updates
Thank you for subscribing to goals-based news and insights.


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

Subscribe to goals-based news and insights