How the Fund works
The AMP Capital Global Multi-Asset Fund is a contemporary diversified fund targeting a more certain investment outcome. The Fund invests in the AMP Capital Multi-Asset Fund, a fund managed by AMP Capital Australia, and the Schroder Real Return Fund, a fund managed by Schroder Investment Management Australia Limited. These underlying funds are actively managed, with the flexibility to rebalance the asset allocation mix within broad ranges to maintain a dynamic portfolio relevant to market conditions.
How does the fund meet investor needs?
The Fund aims to generate a gross return of 5.25% pa above inflation on a rolling five year basis. Risk mitigation strategies within the underlying funds are designed to lower volatility and reduce the impact of market events.
The underlying funds have the ability to change the investment mix in order to navigate the ups and downs of the investment cycle. There is also the ability to rebalance between the two underlying funds to suit changing environments and conditions.
The underlying funds provide diversity across asset classes, sectors, geographies and investment managers.
Fund facts as at 31 December 2016
|Type of fund
||Managed fund. This fund is a Portfolio Investment Entity (PIE).
||To provide a gross return of greater than 5.25% pa over the New Zealand Consumers Price Index (CPI) over a rolling five year period.
||Invests in underlying funds which have a diverse range of growth and income assets with the potential for stable, risk-adjusted returns above inflation. The underlying funds are actively managed using a multi-manager approach.
|Net fund size
||22 October 2013
|Minimum suggested timeframe
||Long term (minimum five years)
This Fund will not make distributions.
This Fund is not managed to a benchmark.
Direct with AMP Capital, FNZ, 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 Goals Based 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.