Conservative is a diversified investment that provides investors with capital stability, while having some exposure to growth assets.
||By investing across a range of asset types, with high exposure to defensive assets and some exposure to growth assets, the Fund aims to provide a total return (primarily income with some capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
||The Fund's blend of investment sectors is managed within a strategic asset allocation mix, with the flexibility to rebalance the Fund's allocations to suit the changing investment environment. The Fund provides investors with access to managers who are selected for their diversification across asset classes and investment styles, with the objective of adding value through investment in primarily defensive assets and some growth assets.
|Min. suggested timeframe
||24 Oct 2001
||A$ 10,000,000 - Wholesale
||Closed to new investors, open to existing investors
||View current buy/sell spreads.
Investment Value AUD ($'000)
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the AMP Capital Conservative 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.