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 Global Multi-Asset Fund

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?

Real returns

Real returns

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.

Dynamic

Dynamic

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.

Diversified

Diversified

The underlying funds provide diversity across asset classes, sectors, geographies and investment managers.

Fund facts as at 31 March 2017

Code AIM A
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective 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.
Investment approach 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 $162.5 million
Establishment date  22 October 2013
Minimum suggested timeframe Long term (minimum five years)
Distribution frequency This Fund will not make distributions.
Benchmark This Fund is not managed to a benchmark.
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 10 May 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.