How the Fund works
The Global Short Duration Fund aims to provide you with access to a well-diversified portfolio of high quality global fixed income securities. It invests in securities with a shorter average duration than traditional fixed income funds. The fund takes advantage of global opportunities focusing on active positions on secular trends as opposed to short term aberrations in interest rates. PIMCO Australia Pty Limited, a global investment management firm, has been appointed as the current investment manager of the Fund.
How does the Fund meet your needs?
The fund adds value through multiple sources to achieve consistency of returns.
The short term investment philosophy has an emphasis on minimising downside risk.
Access to specialist investment team
Proven investment management expertise and resources are accessed through a specialised fixed interest team.
To help protect against currency exchange rate fluctuations, the fund is fully hedged to the New Zealand dollar.
Fund facts as at 31 March 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 three year basis.
||Invests in a selection of short duration international fixed interest securities, including international government, government-related and corporate debt.
|Net fund size
||04 October 2011
|Minimum suggested timeframe
||Medium term (minimum three years)
Six monthly (March and September)
Bloomberg NZBond Bank Bill Index
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 10 May 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.