How the Fund works
The fund focuses on companies that own and operate infrastructure assets, derive most of their cash flow from those assets and have liquid market listings on major global stock exchanges.
Investments are diversified across geographic regions and infrastructure sectors, with a focus on energy, transportation, communication and water.
How does the Fund meet your needs?
Regional and sector diversification
The fund invests in both developed and emerging markets across a range of sectors. This means you are able to participate in the potential growth of emerging markets and the stability of existing infrastructure in developed markets.
Growth and return potential
Investment in infrastructure securities provides you with the opportunity to benefit from the expected long term global growth in infrastructure, and the return potential associated with infrastructure assets.
Regional specialists understand the dynamics of their market
Our teams’ on-the-ground presence provides insights into local trends and changing market conditions. Information sharing across regional teams is also key to how we manage our investments.
Currency risks managed through hedging
Movements in the foreign exchange rate have an impact on offshore investments. To help manage this risk, the Fund is fully hedged to the New Zealand dollar.
Fund facts as at 31 December 2016
|Type of fund
||Managed fund. This fund is a Portfolio Investment Entity (PIE).
||To provide total returns (income and capital growth) after costs and before tax, above the Dow Jones Brookfield Global Infrastructure Index (fully hedged to the New Zealand dollar on a net after tax basis based on the current maximum Prescribed Investor Rate) on a rolling three year basis.
||The Fund seeks to invest mainly in listed infrastructure securities with stable underlying infrastructure, strong management teams and appropriate capital structures, and available at attractive prices.
The Fund utilises a bottom-up value-based investment approach, choosing a mix of infrastructure securities – from more conservative assets with high and stable income levels to more opportunistic investments that have the potential to produce higher returns.
|Net fund size
||06 August 2012
|Minimum suggested timeframe
||Long term (minimum five years)
Dow Jones Brookfield Global Infrastructure Index
Direct with AMP Capital, Aegis, Apteryx.
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 31 October 2016 for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The Property, Infrastructure and Commodities Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Ground Floor, 113 - 119 The Terrace, Wellington.