How the Fund works
The 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 International Share Fund, a fund managed by AMP Capital in Australia.
How does the Fund meet your needs?
A simple way of accessing international share investments
The fund invests in equities across the world’s share markets using a multi-manager approach. This provides you with a simple and easy way of accessing a wide range of share investments in overseas markets.
Reduced risk through diversification
The fund is spread across a range of global equity markets, including developed and emerging markets, large and small cap equities and Asian equities. It is further diversified by region, manager and style, with the aim of delivering you with more stable returns.
Access to a range of investment managers and management styles
The fund has exposure to a range of investment managers, selected by AMP Capital Australia’s specialist multi-manager team. It also uses a combination of active and passive management, to enhance diversification and help reduce volatility.
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 partially 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 Morgan Stanley Capital International (MSCI) World Accumulation Index with net dividends reinvested (50% hedged to the New Zealand dollar on a net after tax basis) on a rolling three year basis.
||Uses a multi-manager approach to investing in shares on international stock exchanges, partially hedged to the New Zealand dollar.
|Net fund size
||07 November 1994
|Minimum suggested timeframe
||Long term (minimum five years)
Morgan Stanley Capital International (MSCI) World Accumulation Index (50% hedged to the New Zealand dollar on a net after tax* basis)
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.