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phone 04 494 2200
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phone 0800 400 499
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Institutional investors
phone 0800 400 499
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AMP Capital NZ Cash Fund

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 2016

Code AIF D
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective To provide a gross return above the return of the Bloomberg NZBond Bank Bill Index on a rolling 12 month basis.
Investment approach 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 $4,395.2 million
Establishment date  16 May 1995
Minimum suggested timeframe Short term (minimum one year)
Distribution frequency Six monthly (March and September)
Benchmark Bloomberg NZBond Bank Bill Index on a rolling 12 month basis
Platform access

Direct with AMP Capital, Aegis, FNZ, Apteryx.

Risk indicators

Risk profile

How to invest

Read the Product Disclosure Statement.
Follow the set of instructions based on your client type.


Individual investors

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:

Invest Online

Advisers

To find out more, read the application process document, contact a business development manager or call us on 0800 400 499

Institutional Investors

To invest, call us on 0800 400 499 or contact a relationship manager.

 

Product Disclosure Statements (PDSs) dated 31 October 2016 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. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) limited, Ground Floor, 113 - 119 The Terrace, Wellington.