How the Fund works
The New Zealand Fixed Interest Fund is an actively managed portfolio of predominantly New Zealand fixed interest investments designed for those who wish to invest in a diversified portfolio of fixed interest securities/instruments. The portfolio is structured to add value through interest rate, yield curve and credit management.
How does the Fund meet your needs?
The goal of the fund is to generate a return for you by investing in a variety of fixed interest securities that generate an attractive and consistent income stream.
Highly diversified portfolio
The fund has exposure to a well diversified portfolio of longer term fixed interest securities. This helps minimise risk and broaden the opportunity set.
An advantage of the fund is the relative liquidity it offers you compared to investments in individual bonds or other fixed income securities.
Fund facts as at 30 September 2017
|Type of fund
||Managed fund. This fund is a Portfolio Investment Entity (PIE).
||The objective of the Fund is to provide a gross return above the return of the Bloomberg NZBond Govt 0+ Yr Index on a rolling three year basis.
||The NZ Fixed Interest Fund predominately invests in corporate and government securities and will frequently utilise derivatives to manage risk. The Fund will not invest into collateralised debt obligations, collateralised loan obligations or credit default swaps.
|Net fund size
||16 May 1995
|Minimum suggested timeframe
||Medium term (minimum three years)
Six monthly (March and September)
Bloomberg NZBond Govt 0+ Yr Index on a rolling three year 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.