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AMP Capital Income Generator Fund

Looking for reliable income in one simple investment solution?

To meet financial and lifestyle goals many investors are facing the challenge of maintaining an adequate and sustainable income on their investments. This has become increasingly important in a low-yield world.

The AMP Capital Income Generator Fund seeks to meet this need by providing a regular and stable income combined with long-term capital growth. The Fund invests in a diversified mix of income-producing growth and defensive assets, and has the flexibility to alter the asset allocation across multiple sectors to capitalise on opportunities as they arise.

Why consider the AMP Capital Income Generator Fund?

Regular and reliable income
The Fund pays a fixed distribution monthly.
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The Fund pays investors a fixed distribution each month which is determined annually on 1 April based on an estimate of the income of the Fund. The current annual fixed payout is 5.0% (gross). This provides investors with a reliable and stable source of income over time.
Diversification
A multi-asset solution that invests in a variety of income-generating assets
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The Fund invests in a 60/40 mix of defensive to growth assets including shares, bonds, property and infrastructure. By holding a diverse mix of assets you are more likely to achieve a more reliable income stream. There is also the flexibility to alter the asset allocation between income-generating growth and defensive assets to maximise income when the opportunities arise and help achieve some capital growth over time.
Potential for capital growth
Aims to provide a positive return on capital over the long term.
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In addition to a regular monthly payment, exposure to income-generating growth assets provides some long-term appreciation in your income and capital. Any capital gains and additional income are reinvested to help grow your capital base on which income is being generated for future years.

What are the key risks associated with the fund?

Risks specific to the Income Generator Fund include the risk of capital reduction or loss and the risk of reduced or suspended distributions. There are also the risks associated with market investments, liquidity and international currency. Please read the Fund’s Product Disclosure Statement for more information.

At a glance

1 Month
0.69
3 Months
1.10
1 Year
9.65
3 Years
n/a
5 Years
n/a
Fund updates
Date View report
Fund facts as at 30 September 2016
Code
AIGF
Type of fund
Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective
The Fund aims to maximise monthly distribution payments by outperforming, over the medium term, the weighted average return of the underlying funds/assets in which the Fund invests.
Investment approach

The Fund invests in a diversified mix of growth and defensive assets, with a focus on income generation. It also aims to provide a positive return on capital over the long term.

Net fund size
$84.2 million
Establishment date
01 April 2014
Minimum suggested timeframe
Medium term (minimum three years)
Distribution frequency
Monthly
Benchmark
Income Generator Index
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 Advisers Institutional 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

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 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 Goals Based 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. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Ground Floor, 113 - 119 The Terrace, Wellington.