General information
phone 04 494 2200
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Advisers
phone 0800 400 499
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Institutional investors
phone 0800 400 499
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AMP Capital NZ Fixed Interest Fund

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?

Income generation

Income generation

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

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.

Liquidity

Liquidity

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 June 2017

Code AIF F
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective 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.
Investment approach 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 $1,739.4 million
Establishment date  16 May 1995
Minimum suggested timeframe Medium term (minimum three years)
Distribution frequency Six monthly (March and September)
Benchmark Bloomberg NZBond Govt 0+ Yr Index on a rolling three year basis
Platform access

Direct with AMP Capital, Aegis, 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 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.