How the Fund works
The New Zealand Fixed Interest Fund is an actively managed portfolio of predominantly New Zealand fixed interest investments designed for those who wish to invest in a diversified portfolio of fixed interest securities/instruments. The portfolio is structured to add value through interest rate, yield curve and credit management.
How does the Fund meet your needs?
The goal of the fund is to generate a return for you by investing in a variety of fixed interest securities that generate an attractive and consistent income stream.
Highly diversified portfolio
The fund has exposure to a well diversified portfolio of longer term fixed interest securities. This helps minimise risk and broaden the opportunity set.
An advantage of the fund is the relative liquidity it offers you compared to investments in individual bonds or other fixed income securities.
What are the key risks with this Fund?
Risks specific to the fund include or are associated with the risks of investing in credit and share markets, international investments and hybrid securities. There are also risks associated with interest rates, gearing and liquidity.
Fund facts as at 30 September 2013
|| AIF F
|Type of fund
||Unit Trust. This fund is a Portfolio Investment Entity (PIE).
||The objective of the Fund is to provide a gross return above the return of the ANZ NZ Government Stock Gross Return Index on a rolling three year basis.
||The NZ Fixed Interest Fund predominately invests in corporate and government securities and will frequently utilise derivatives to manage risk. The Fund will not invest into collateralised debt obligations, collateralised loan obligations or credit default swaps.
|Net fund size
||16 May 1995
|Minimum suggested timeframe
|| Medium term (minimum three years)
||Six monthly (March and September)
||ANZ NZ Government Stock Gross Return Index on a rolling three year basis
Direct with AMP Capital, Aegis, FNZ.
How to invest
Contact your financial adviser about investing in AMP Capital funds. Advisers can access our products through a number of platforms and wrap services.
You can also invest in selected AMP Capital Funds through AMP's KiwiSaver and RaboDirect.
To find out more, read the application process document, contact a business development manager or call us on 0800 400 499
To invest, call us on 0800 400 499 or contact a relationship manager.
Please note the AMP Capital Investment Funds prospectus was registered on 3 December 2013, a copy of which can be found on the Companies Office website.