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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 cycle

Provides access to a wide variety of alpha sources throughout the market cycle

Invests in a diversified portfolio of global investment strategies across countries, currencies, sectors and securities.

Aims to minimise the occurrence of negative returns

Aims to minimise the occurrence of negative returns

The fund avoids a high allocation to corporate bonds and short volatility strategies.

Acts as a diversifier to other asset classes in a balanced portfolio

Acts as a diversifier to other asset classes in a balanced portfolio

Provides low correlations to other mainstream markets.

Managed by an experienced team with a strong focus on risk management

Managed by an experienced team with a strong focus on risk management

A 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

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.


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.