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Balanced Growth is a diversified investment that aims to provide investors with moderate to higher returns over the medium to long term.


Wholesale

APIR code AMP0442AU
Investment objective By investing across a range of asset types, with high exposure to growth assets, the Fund aims to provide a total return (primarily capital growth with some income) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach 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.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 18 Oct 2001
Minimum investment A$ 10,000,000 - Wholesale
Status Closed to new investors, open to existing investors
Notes View current buy/sell spreads.


Performance reports

Investment Value AUD ($'000) Performance Report
Archived
View report

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the AMP Capital Balanced Growth 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.

 

Conservative is a diversified investment that provides investors with capital stability, while having some exposure to growth assets.


Wholesale

APIR code AMP0444AU
Investment objective 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.
Investment approach 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 3 years
Dist. frequency Quarterly
Inception date 24 Oct 2001
Minimum investment A$ 10,000,000 - Wholesale
Status Closed to new investors, open to existing investors
Notes View current buy/sell spreads.


Performance reports

Investment Value AUD ($'000) Performance Report
Archived
View report

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.

 

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.