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AMP Capital Listed Property Securities Fund

How the Fund works

The Listed Property Securities Fund is a portfolio of predominantly New Zealand listed property securities. The investment approach is research driven and positions relative to the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index are taken when an expectation gap exists between our assessment and what is implied in the current market price. The fund can also invest in Australian listed property securities.

How does the Fund meet your needs?

Diversified exposure to New Zealand listed property

Diversified exposure to New Zealand listed property

The fund provides you with exposure to the New Zealand property market though a diversified portfolio of listed property securities. The flexibility to also invest in Australian listed property securities affords a wider investment universe, increasing diversification within the portfolio.

Investment in a range of high quality property securities

Investment in a range of high quality property securities

The fund will generally be overexposed to companies which have high-quality assets, sustainable rental flow, and are well positioned for growth. This has the potential to enhance the risk and return profile of your portfolio.

A more liquid asset than direct property

A more liquid asset than direct property

Investing in listed property trusts provides greater liquidity than investing in direct property. The fund is also able to make tactical movements to take advantage of market opportunities.

Fund facts as at 31 March 2017

Code AIF PL
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective To provide a gross return (including imputation credits) above the return of the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index over a rolling three year period.
Investment approach Invests in a diversified portfolio of listed New Zealand and Australian property securities which is constructed to outperform the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index over a rolling three year period.
Net fund size $20.8 million
Establishment date  28 November 2008
Minimum suggested timeframe Long term (minimum five years)
Benchmark S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index
Platform access Direct with AMP Capital, 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 Property, Infrastructure and Commodities 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.