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 NZ Shares Fund

How the Fund works

The New Zealand Shares Fund is a diversified portfolio of predominantly New Zealand shares constructed with the aim of outperforming the S&P/NZX 50 Index. The fund will generally be overexposed to companies which have sustainable competitive advantage, good growth outlooks, the ability to grow earnings faster than revenue and which can grow without a strong reliance on raising additional capital.

The fund may also invest in Australian shares. This flexibility affords a wider investment universe and allows the portfolio to benefit from insights the research team derives on Australian stocks.

Salt Funds Management Limited is the investment manager of the Fund.

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.

Active management

Active management

By actively managing the fund, we are able to take advantage of growth and mispriced opportunities on behalf of investors.

Diversification

Diversification

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 March 2017

Code AIF E
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/NZX 50 Index (on a gross basis including imputation credits) over a rolling three year period.
Investment approach A diversified portfolio of predominately New Zealand shares which is constructed to outperform the S&P/NZX 50 Index.
Net fund size $460.7 million
Establishment date  16 May 1995
Minimum suggested timeframe Long term (minimum five years)
Distribution frequency Six monthly (March and September)
Benchmark S&P/NZX 50 Gross Index
Platform access

Direct with AMP Capital, Aegis, 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 10 May 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/discloseThe Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Ground Floor, 113 - 119 The Terrace, Wellington.