How the Fund works
The New Zealand Cash Fund is an actively managed portfolio of bank bills, floating rate notes and short term deposits and securities, with a maximum weighted average duration not exceeding six months. The investment team considers economic fundamentals, market sentiment, fund flows and relative value between the cash rate and other securities along the yield curve in determining the selection of suitable securities.
How does the Fund meet your needs?
The fund uses both interest rate and credit strategies with the aim of providing you with a return above the Bloomberg NZBond Bank Bill Index on a rolling 12 month basis.
The fund is ideal if you are looking for a low risk and capital secure product, or if you have short term (one to three year) investment goals.
Fund facts as at 31 December 2017
|Type of fund
||Managed fund. This fund is a Portfolio Investment Entity (PIE).
||To provide a gross return above the return of the Bloomberg NZBond Bank Bill Index on a rolling 12 month basis.
||Uses both interest rate and credit strategies with the aim to deliver a return above the Bloomberg NZBond Bank Bill Index. The investment team considers economic fundamentals, market sentiment, fund flows and relative value between the cash rate and other securities along the yield curve in determining the selection of suitable securities.
|Net fund size
||16 May 1995
|Minimum suggested timeframe
||Short term (minimum one year)
Six monthly (March and September)
Bloomberg NZBond Bank Bill Index on a rolling 12 month 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.
Or, you can invest with us direct online:
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.
Product Disclosure Statements (PDSs) dated 4 August 2017 for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The Cash and Fixed Interest Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. You can seek advice from a financial advisor to help you make an investment decision. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Ground Floor, 113 - 119 The Terrace, Wellington.