Please note this Fund has transitioned from a fundamental core-investment approach to a systematic approach to maximise our market-leading ESG research capabilities, provide greater exposure to better performing ESG companies, and offer a meaningfully lower carbon footprint relative to the benchmark index (<30% of the S&P/ASX 200 index). A new PDS has been issued, effective 10 November 2017.
How the fund works
The AMP Capital Sustainable Share Fund gives investors access to companies listed on the Australian Securities Exchange, with the objective of providing competitive returns and avoiding companies scoring poorly in Environmental, Social and Governance (ESG) characteristics.
How does the fund meet investor needs?
True to label ESG
The Fund utilises an investment process focused primarily on AMP Capital’s proprietary ESG research that aims to deliver an investment solution purely exposed to better ESG performing companies.
Alignment with sustainable values
The Fund excludes key negative sectors and poorer ESG performing companies, alongside increased allocation to the top performing ESG companies. The resultant investment portfolio aims to have a carbon footprint target at least 30% lower than the performance benchmark, and also aims to not include any investments in companies with a material exposure (10% of revenue) to the production or manufacture of alcohol, armaments, gambling, nuclear power (including uranium), pornography, tobacco and thermal coal mining.
Access to AMP Capital’s long term, in house experience as a sustainable investment manager, including active company engagement to encourage companies’ to improve their ESG performance.
What are the key risks associated with the fund?
Risks specific to the fund may include or be associated with share market investments, company risks, derivatives, liquidity, international investments including the risk of exchange rate losses and investment management risks.
||To provide total returns (income and capital growth), after costs and before tax, above the Fund's performance benchmark on a rolling 5 year basis.
|Minimum suggested timeframe
18 May 2007
- Personal Investor/Off-platform Class H
|Risk level (1 - 7)
||S&P/ASX 200 Accumulation Index AUD
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.
How to invest
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the AMP Capital Sustainable Share Fund (Fund) and the issuer of the units in the Fund. To invest in the Fund, Investors should consider the current information memorandum or other offering or placement memorandum (Offer Document) available from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (AMP Capital) for the Fund. The Offer Document contains important information about investing in the Fund and it is important that investors read the Offer Document before making a decision about whether to acquire 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 document. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this document, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. Actual future results and operations could vary materially from any forecasts, estimates, or opinions. AMP Capital will not necessarily update the recipient of this document if any facts set out in this document subsequently change. This document 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 the information in this document, and seek professional advice, having regard to their objectives, financial situation and needs.