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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AMP Capital Australian Shares Fund

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

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.

Active management

Active management

By actively managing the fund, we are able to act on opportunities as they arise, taking advantage of growth and mispriced market opportunities.

Diversification benefits

Diversification benefits

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 2016

Code AIF O
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective To provide a gross return above the return of the S&P/ASX 200 Accumulation Index on a rolling 12 month basis.
Investment approach Invests in a diversified portfolio of listed Australian shares and other securities on the Australian Stock Exchange.
Net fund size $164.1 million
Establishment date  01 July 1996
Minimum suggested timeframe Long term (minimum five years)
Benchmark S&P/ASX 200 Accumulation Index on a rolling 12 month basis
Platform access

FNZ

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 New Zealand and Australian 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.