Home > Investing with us > Global fixed income and cash > AMP Capital Macro Strategies Fund Overview Australian equities Australian Equity Opportunities Fund Enhanced Index Share Fund Equity Fund Sustainable Share Fund More funds Global fixed income and cash Corporate Bond Fund AMP Capital Macro Strategies Fund Wholesale Australian Bond Fund More funds Infrastructure AMP Capital Diversified Infrastructure Trust Community Infrastructure Fund Global Infrastructure Securities Fund (Hedged) Global Infrastructure Securities Fund (Unhedged) Infrastructure Debt Fund III More funds International equities China Growth Fund Multi-asset and diversified Dynamic Markets Fund Extended Multi-Asset Fund More funds Multi-manager RIL Australian Share Fund RIL Balanced Fund RIL Diversified Fixed Income Fund RIL International Share Fund More funds Real Estate AMP Capital Diversified Property Fund Global Property Securities Fund US Plus Property Fund Listed Property Trusts Fund AMP Capital Shopping Centre Fund AMP Capital Wholesale Office Fund More funds AMP Capital Macro Strategies Fund The fund has been designed for investors who don’t require the additional diversification characteristics of duration, and who want to reduce the probability of a negative total return from their fixed income allocation. Why invest in the fund? Provides access to a wide variety of alpha sources throughout the market cycleInvests in a diversified portfolio of global investment strategies across countries, currencies, sectors and securities. Aims to minimise the occurrence of negative returnsThe fund avoids a high allocation to corporate bonds and short volatility strategies. Acts as a diversifier to other asset classes in a balanced portfolioProvides low correlations to other mainstream markets. Managed by an experienced team with a strong focus on risk managementA continuous track record of more than 40 years in the fixed income market; investment managers have a depth of experience across fixed income sectors. What are the key risks? The key risks of the fund relate to interest rates, credit and derivatives. Prospective investors should refer to the Information Memorandum and consider factors relating to investment risks. As a result of risk factors, as well as other risks inherent in any investment, an investment in the fund is not appropriate for all investors. There can be no assurance that the fund will meet its investment objective or that investors will receive a return of their capital. Prospective investors should consult with their own advisors before deciding to invest in the fund. The team Simon Warner Global Chief Investment Officer, Fixed Income Read bio Simon Warner Global Chief Investment Officer, Fixed Income BSc, MSc (Economics), Global Executive MBA Close Simon Warner was appointed Global Chief Investment Officer, Fixed Income in March 2017. Before this he was Head of Global Fixed Income from 2014-2017. Simon started with AMP Capital in March 2007. Simon is responsible for the management of AMP Capital’s active fixed income strategies including macro markets, credit markets, commercial lending and protected growth. With assets under management in excess of $55 billion, the Global Fixed Income team has more than 30 investment professionals in Sydney, Chicago, Hong Kong and Wellington. Simon was appointed to the board of AMP Capital Investors New Zealand Limited in July 2016. He is also co-chair of the AMP Capital Inclusion and Diversity Council and sponsor of AMProud, AMP's LGBTQI initiative. Simon began his career with JP Morgan in London, later moving to Sydney and Singapore as Chief Investment Officer for Australasia. He holds an EMBA from New York University, HEC Paris and the London School of Economics, as well as Master and Bachelor of Science degrees in Economics from the London School of Economics and Political Science. Fund facts Investment objective To produce a total return (income and capital growth) before costs and tax, of 3% pa above the performance benchmark over rolling 3 year periods. Minimum suggested timeframe 2-3 years Distribution frequency Quarterly Inception date 25 February 2014 Minimum investment A$ 10,000,000 - Wholesale Benchmark Bloomberg AusBond Bank Bill Index Status Open AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (AMP Capital) is the trustee of the AMP Capital Macro Strategies 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 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, 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. Unit prices Important: The unit prices displayed in this section are indicative only. If unit prices are not available for today then the latest available prices will be displayed. Unit prices are not calculated on weekends or public holidays. Our unit price discretion policy states where we may exercise certain discretions in determining the unit price of units on application or withdrawal in each investment option. View and download our Unit Pricing Discretions Policy for the types of discretions that we may exercise, in what circumstances, our policies on how we exercise the discretions and the reasons why we consider our policies are reasonable. AMP Capital funds NMFM Unit Trust funds Unit prices are provided for your information only and are not guaranteed. They are based on historical data and you should not rely on the above information as the basis for making any investment, financial or other decision as past unit prices are not a reliable indicator of future unit prices. During the time it takes to process an application or redemption application, the unit price may vary and the actual unit prices applying to applications and redemptions may differ from those displayed in this section. Actual unit prices can be confirmed on receipt of a completed application or redemption form. None of AMP Capital Funds Management Limited (ABN 15 159 557 72, AFSL 426455), AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497), National Mutual Funds Management Limited (ABN 32 006 787 720, AFSL 234652), or any company within the AMP Group makes any representation or warranty as to the reliability, completeness or accuracy of the unit price information or accepts any responsibility arising in any way (including by reason of negligence) for errors in or omissions from the unit price information. The information in this section is not an offer or recommendation of securities or other financial products offered by the AMP Group and is not an invitation to take up securities or other financial products. Investors should consider the relevant PDS available from us for the relevant fund before making any decision regarding the product. 15/02/2018Buy0.00000Sell0.00000 Performance reports Performance report (PDF) Archived April 2018 March 2018 February 2018 January 2018 December 2017 November 2017 October 2017 March 2017 February 2017 January 2017 December 2016 November 2016 October 2016 September 2016 August 2016 June 2016 May 2016 April 2016 March 2016 January 2016 December 2015 November 2015 October 2015 September 2015 August 2015 July 2015 June 2015 May 2015 April 2015 March 2015 February 2015 January 2015 December 2014 November 2014 View report About the PDS: You will find the following offer documents for this fund: PDS Incorporated information (the information incorporated by reference in the PDS, and which forms part of the PDS) Before making a decision about investing or reinvesting, you should read both documents. These documents can also be obtained by contacting us on 1800 188 013.