Fund overview
The Strategic NZ Shares Fund is a diversified portfolio of predominately New Zealand shares which is constructed to outperform the NZX 50 Portfolio Index (on a gross basis and inclusive of imputation credits).
The investment approach is research driven. Our team of fundamental analysts determines financial forecasts for companies in our investment universe. Where AMP Capital’s forecasts differ from the forecasts implied by the current price of the shares, positions relative to the index are taken.
The portfolio may also invest in Australian shares. This flexibility affords a wider investment universe and allows the portfolio to benefit from insights the research team derives on Australian stocks.
The portfolio is well diversified and is constructed to have moderate tracking error relative to the NZX 50 Portfolio Index (on a gross basis and including imputation credits).
Key features
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Exposure to a diversified portfolio of New Zealand shares with the scope to hold Australian shares.
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The portfolio will generally be overexposed to companies which have sustainable competitive advantage, good growth outlooks, the ability to grow earnings faster than revenues and which can grow without a strong reliance on raising additional capital.
Please note the AMP Capital Investment Funds prospectus was registered on 2 April 2013, a copy of which can be found on the Companies Office website.
For more information on how AMP Capital can help you, please speak to your Financial Adviser or call us on 0800 400 499.
View the historical unit prices for this Fund.
Important: The unit prices displayed in this section are indicative only.
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.
Neither AMP Capital Investors nor 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 Investment Statement available from AMP Capital Investors for the relevant fund before making any decision regarding the product. 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.
Performance
AMP Capital is a manager of a wide range of products suitable to a variety of investors including superannuation schemes, charities,
corporates and individuals. Should you require any further information, please contact us on 0800 400 499 or email clientservicecentre@ampcapital.co.nz.
Our fund performance figures are shown before tax, before fees and assume that income is reinvested.
View information on entry fees, exit fees and distributions.
Neither AMP Capital Investors (New Zealand) Limited , 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. Past performance is not a reliable indicator of future performance. Every effort has been made to ensure the accuracy of this information, however, AMP Capital (New Zealand) Limited nor any other company in the AMP Group gives any warranty of reliability, or accuracy, nor accepts any responsibility arising in any way from errors or omissions.