How the fund works
In response to recent market events, the sustained increase in market volatility worldwide, and the need to target real return outcomes, AMP Capital designed the AMP Capital Extended Multi-Asset Fund.
This fund is a contemporary, diversified fund that targets a more certain outcome for investors. In seeking this real return outcome, the fund employs the power of diversification with the flexibility to change investment allocations over the investment cycle.
The fund seeks to generate real returns, with lower volatility across the full investment cycle, through a dynamically allocated and diversified portfolio of assets. To achieve this, the Fund aims to provide a return of 5.75% above inflation, rather than over a typical external fund benchmark.
The fund is actively managed, with the flexibility to rebalance its asset allocation mix within broad ranges to maintain a portfolio relevant to market conditions.
How does the fund meet investor needs?
Ability to change the investment mix in order to negotiate the ups and downs of the investment cycle.
Seeks long-term growth through applying dynamic asset allocation to a portfolio of stocks (developed and emerging), REITs, commodities, bonds and cash, as well as a range of sectors and managers.
Risk mitigation strategies designed to lower volatility, and reduce the impact of market events.
What are the key risks associated with the fund?
Risks specific to the fund include the risks of investing in share markets, property, alternative assets and international markets. There are also risks associated with liquidity, derivatives, asset allocation, gearing, interest rates, counterparty default and short selling. Please refer to the fund’s Information Memorandum for more information.
||The Fund aims to provide a total return (income and capital growth ) before costs and before tax, of 5.75% pa above inflation, the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean (published on www.rba.gov.au), on a rolling 5 year basis. In addition, we aim to deliver indicative volatility rate of 4-8% (bond-like) over rolling five years. We aim to deliver this in a manner that is as efficient as possible (with respect to risk and cost) within the bounds above.
|Minimum suggested timeframe
28 February 2012
AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (AMP Capital) is the trustee of the AMP Capital Extended Multi-Asset 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.