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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Index funds

An index fund is a form of passive investing with a portfolio constructed to match or track the components of a market index. Index fund managers don't try to beat the market. Rather, their goal is to replicate the performance of a market index as closely as possible. The key advantage for investors is broad market exposure with low operating expenses and low portfolio turnover. Costs are kept lower than actively-managed funds because any trading activity is solely focused on maintaining index weights.

AMP Capital offers a range of passive funds for clients seeking low-cost exposure to listed markets. Current options available provide investors with exposure to New Zealand shares, global shares, global bonds and Australasian listed property sectors.


Index funds offer:

  • Low-cost access to listed markets
  • Diversified exposure to a range of New Zealand and global asset classes
  • A simple way to replicate an index in your portfolio
  • Tax advantages of PIE-compliant funds for certain investors

 

Investment options

AMP Capital NZ Shares Index Fund

Aims to provide a return that closely matches the return of the S&P/NZX 50 Index (on a gross basis and including imputation credits).

AMP Capital All Country Global Shares Index Fund

Aims to provide a return that closely matches the return of the MSCI All Country World ex Tobacco Index in New Zealand dollars with net dividends reinvested (69% hedged to the New Zealand dollar).

AMP Capital Hedged Global Fixed Interest Index Fund

Aims to provide a return that closely matches the return of the Bloomberg Barclays Global Aggregate Index, fully hedged to the New Zealand dollar.

AMP Capital NZ Property Fund

Aims to provide a passively managed, low tracking error portfolio managed against companies listed on the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars.

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 8 November 2017 for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The Index 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.