How the Fund works
The Core Hedged Global Shares Fund gives you access to international shares and specialist investment managers from around the world. The fund currently invests in the Future Directions Core International Share Fund, a fund managed by AMP Capital in Australia.
How does the Fund meet your needs?
A simple way of accessing global share investments
The fund invests in equities across the world’s core developed markets, which are actively managed using a multi-manager approach. This provides you with a simple and easy way of accessing a range of share investments in overseas markets.
A global approach is used to better position the portfolio to capture global market themes. The fund also provides diversification by region, manager and style, with the aim of delivering you with more stable returns.
Access to some of the world’s best investment managers
The fund has exposure to a range of investment managers, selected by AMP Capital Australia’s specialist multi-manager team. Through active management we can rotate different manager styles, which enables the portfolio to respond quickly to changes in market conditions.
Currency risk is 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 a gross return above the return of the MSCI World Index 139% hedged with net dividends reinvested (fully hedged to New Zealand dollars on a net after tax basis, based on the current maximum PIR) on a rolling three year basis.
||Provides investors with exposure to international shares, actively managed using a multi-manager approach, which uses a blend of managers to provide access to leading global specialists.
|Net fund size
||30 September 2007
|Minimum suggested timeframe
||Long term (minimum five years)
MSCI World Index 139% hedged with net dividends reinvested (fully hedged to New Zealand dollars on a net after tax basis, based on the current maximum PIR)
Aegis, 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 Global Shares 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.