General information
phone 04 494 2200
View full details
Advisers
phone 0800 400 499
View full details
Institutional investors
phone 0800 400 499
View full details
Connect with us to stay up to date with news and updates.
LinkedIn
We use cookies to improve your experience and to remember which asset classes and funds you show interest in. By continuing past the home page, we will assume you are happy to receive all cookies, otherwise you can review more information on cookies here. Close

AMP Capital Global Short Duration Fund

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?

Consistent returns

Consistent returns

The fund adds value through multiple sources to achieve consistency of returns.

Risk management

Risk management

The short term investment philosophy has an emphasis on minimising downside risk.

Access to specialist investment team

Access to specialist investment team

Proven investment management expertise and resources are accessed through a specialised fixed interest team.

Currency management

Currency management

To help protect against currency exchange rate fluctuations, the fund is fully hedged to the New Zealand dollar.

Fund facts as at 31 December 2016

Code NWQ3
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 three year basis.
Investment approach Invests in a selection of short duration international fixed interest securities, including international government, government-related and corporate debt.
Net fund size $192.2 million
Establishment date  04 October 2011
Minimum suggested timeframe Medium term (minimum three years)
Distribution frequency Six monthly (March and September)
Benchmark Bloomberg NZBond Bank Bill Index
Platform access

Direct with AMP Capital, FNZ.

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