Home > Investing with us > Real Estate > Listed Property Trusts 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 Listed Property Trusts Fund The fund aims to provide income and capital growth by investing in a diversified portfolio of property securities listed on Australian Securities Exchange. Why invest in the fund? Diversification provides access to more investment opportunitiesInvestors benefit from a well diversified portfolio of property and property related securities in the Australian market. These investments provide the opportunity to take advantage of the strong performance of the Australian economy. Liquidity provides the potential for greater income and capital growthInvesting in Australian Real Estate Investment Trusts provides greater liquidity than investing in direct property. The fund is able to make tactical movements to take advantage of market opportunities, providing the potential for greater income and capital growth. Active management enables us to take advantage of opportunities in the marketBy actively managing the fund, we are able to act on market opportunities as they arise and where we have a high conviction in the performance potential of specific companies or their listed securities. What are the key risks? Risks specific to property investments include illiquidity, as well as the risks of investing in property markets. In addition, the risks associated with interest rates, gearing and the cost of debt, derivatives, investment management, co-ownership of assets, fluctuations in rental income, rental demand and fund termination risks. Prospective investors should refer to the Offer 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 Mark Ferguson Head of Australian Listed Real Estate Read bio Mark Ferguson Head of Australian Listed Real Estate BEc, MBus (Banking & Finance), GradDipFP, FINSIA Close Mark Ferguson joined AMP Capital in September 2005 and was appointed to the position of Head of Australian Listed Real Estate in March 2006. He is based in AMP Capital’s Sydney office and heads up the team responsible for the analysis of real estate securities in Australia. His primary research area is the Australian real estate investment trust market, including diversified, industrial and developers. In addition, he also covers the US and Canada. Mr Ferguson’s experience in the property investment industry dates back to 1994 and he has focused on Australian real estate securities since this time. Throughout his career Mr Ferguson has worked directly in Australian equities as well as in the banking sector where he gained a strong understanding of bank profitability drivers including margins, cost of funds and interest rate risk. Prior to joining AMP Capital, Mr Ferguson was a senior portfolio manager within Deutsche Asset Management’s Australian equities team for ten years, where his primary focus was on real estate securities. In this role Mr Ferguson also covered food, regional banks and gambling stocks. Mr Ferguson holds a Bachelor of Economics from Macquarie University, a Master of Business in Banking and Finance from the University of Technology, Sydney and a Graduate Diploma in Financial Planning from the Financial Services Institute of Australasia (FINSIA). He is also a member of FINSIA (non-financial). Fund facts APIR code AMP0269AU Investment objective To provide total returns (income and capital growth) after costs and before tax, above the Fund's benchmark on a rolling 12 month basis. Minimum suggested timeframe 5 years Distribution frequency Quarterly Inception date 09 December 1996 Minimum investment A$ 10,000,000 - Wholesale Benchmark S&P/ASX 200 A-REIT Accumulation Index AUD Status Closed to new investors, open to existing investors AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the AMP Capital Listed Property Trusts 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. 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. 31/07/2018Buy1.20893Sell1.20290 Performance reports Investment Value AUD ($'000) Enlarge Performance report (PDF) Archived March 2018 December 2017 October 2017 September 2017 August 2017 July 2017 June 2017 May 2017 April 2017 March 2017 February 2017 January 2017 December 2016 November 2016 October 2016 September 2016 August 2016 July 2016 June 2016 May 2016 April 2016 March 2016 February 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 October 2014 September 2014 August 2014 July 2014 June 2014 May 2014 March 2014 February 2014 January 2014 December 2013 November 2013 October 2013 September 2013 August 2013 July 2013 June 2013 May 2013 April 2013 March 2013 February 2013 January 2013 December 2012 View report Fund updates and related information Annual 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.