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AMP Capital Responsible Investment Leaders Global Shares Fund

How the Fund works

The Responsible Investment Leaders Global Shares Fund recognises that environmental, social and ethical considerations, labour standards and corporate governance factors can positively impact long term business success. Taking these factors into account when investing, the fund targets competitive investment performance with clear social and environmental outcomes.

The fund currently invests in the Responsible Investment Leaders International Shares Fund, a fund managed by AMP Capital in Australia.

How does the Fund meet your needs?

Access to specialist investment managers

Access to specialist investment managers

The fund is actively managed using a multi-manager approach that blends manager styles across a range of markets. This gives you access to investment with a responsible investment focus across a wide range of asset classes within Australia and overseas.

Investing within a sustainable and responsible framework

Investing within a sustainable and responsible framework

The fund employs a robust investment process that combines a sustainability focus with stringent financial analysis. The overall objective is to generate competitive returns for you within a sustainable and responsible framework.

Currency risk is managed through hedging

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

Code AIF R
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective To outperform the MSCI All Country World Index 69% hedged with net dividends reinvested (50% hedged to the New Zealand dollar on a net after tax basis based on the current maximum PIR) on a rolling five year basis.
Investment approach Gives investors access to shares listed on international share markets managed within a socially responsible investment (SRI) framework. The Fund is actively managed using a multi-manager approach.
Net fund size $54.6 million
Establishment date  29 June 2007
Minimum suggested timeframe Long term (minimum five years)
Benchmark MSCI All Country World Index 69% hedged with net dividends reinvested (50% hedged to the New Zealand dollar on a net after tax basis based on the current maximum PIR)
Platform access

Aegis, FNZ, Apteryx.

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 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/discloseThe Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Ground Floor, 113 - 119 The Terrace, Wellington.