How the Fund works
The Australian Shares Fund aims to provide you with high returns over the long term. Investment is diversified across a range of industries and sectors, with a focus on the largest 200 companies on the Australian Securities Exchange. The fund currently invests in the AMP Capital Equity Fund, a fund managed by AMP Capital in Australia.
How does the Fund meet your needs?
Potential for high returns over the long term
The fund’s investments are focused towards companies with stable or growing earnings, which we believe are undervalued in relation to their projected earnings potential. This gives you the opportunity to invest in companies that represent an attractive market opportunity.
By actively managing the fund, we are able to act on opportunities as they arise, taking advantage of growth and mispriced market opportunities.
Because the fund invests in a variety of industries and sectors, you will benefit from access to more investment opportunities that offer the potential for growth.
Fund facts as at 31 December 2017
|Type of fund
||Managed fund. This fund is a Portfolio Investment Entity (PIE).
||To provide a gross return above the return of the S&P/ASX 200 Accumulation Index on a rolling 12 month basis.
||Invests in a diversified portfolio of listed Australian shares and other securities on the Australian Stock Exchange.
|Net fund size
||01 July 1996
|Minimum suggested timeframe
||Long term (minimum five years)
S&P/ASX 200 Accumulation Index on a rolling 12 month basis
Direct with AMP Capital, FNZ.
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 4 August 2017 for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The New Zealand and Australian Shares 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.