How the Fund works
The Global Property Securities Fund provides access to listed property investment opportunities from around the developed world through a single fund. The fund aims to generate medium to high returns over the long term by investing in global listed property securities, Real Estate Investment Trusts (REITs) and property securities companies in North America, Europe, Asia and Australia. AMP Capital Australia is the international investment manager of the fund.
How does the Fund meet your needs?
The fund invests in a global portfolio of listed property securities listed on stock exchanges in North America, Europe, Asia and Australia. It also focuses on property securities whose primary source of revenue is rental income. This means you have access to a broad range of property regions, sectors and securities which provide the potential for income and capital growth.
Access to global investment opportunities
The fund provides access to a range of property companies and sectors not available in the New Zealand listed property market. This provides you with further diversification and access to property investment opportunities that may otherwise be difficult for you to obtain.
Local specialists understand regional dynamics
You will benefit from the property securities skills of our investment specialists on the ground in Sydney, Hong Kong, London and Chicago, who provide insights into local trends and changing market conditions.
Currency risks managed through hedging
Movements in the foreign exchange rate have an impact on offshore investments. To help manage this risk, the Fund is fully hedged to the New Zealand dollar.
Fund facts as at 31 March 2017
|Type of fund
||Managed fund. This fund is a Portfolio Investment Entity (PIE).
||To provide a Gross Return above the FTSE EPRA/NAREIT Developed Total Return Index with net dividends reinvested (fully hedged to the New Zealand dollar on a net after tax basis based on the current maximum Prescribed Investor Rate) on a rolling three year basis.
||Invests in a diversified portfolio of global property securities and real estate investment trusts listed on global share markets.
|Net fund size
||30 September 2007
|Minimum suggested timeframe
||Long term (minimum five years)
FTSE EPRA/NAREIT Developed Total Return Index
Direct with AMP Capital, Aegis, 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 10 May 2017 for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The Property, Infrastructure and Commodities 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.