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AMP Capital NZ Property Fund

Diversified exposure to Australasian property

Overview

How the Fund works

The NZ Property Fund aims to provide you with an opportunity to participate in a passively managed low tracking error portfolio tracking the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. 

The Fund adopted new investment guidelines on 1 December 2014.  Under its previous investment guidelines, the NZ Property Fund invested primarily in AMP Capital Property Portfolio (APP), an unlisted fund which consisted of interests in commercial, industrial and retail properties, all of which have now been sold pursuant to a sale and purchase agreement, and in other property funds managed by AMP Capital. 

Following the sale of APP's properties, the Manager submitted redemption requests in respect of most of the NZ Property Fund's APP units, and the proceeds received from those redemption requests are now invested in accordance with the investment guidelines for the NZ Property Fund.

 

At a glance

1 Month
3.11
3 Months
6.49
1 Year
8.18
3 Years
9.22
5 Years
9.44
Fund updates
Date View report
Fund facts as at 30 September 2015
Code
AIF P
Type of fund
Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective
To provide investors with an opportunity to participate in a passively managed low tracking error portfolio tracking the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars.
Investment approach
The fund invests in Real Estate Investment Trusts and other property securities in New Zealand and Australia, either directly or through managed funds.
Net fund size
$122.8 million
Establishment date
16 May 1995
Minimum suggested timeframe
Long term (minimum five years)
Risk profile
High
Platform access

How to invest

1
Read the offer document(s)

PDS
 
2
Follow the set of instructions below, based on your client type.

Individual Investors Institutional 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

To invest, call us on 0800 400 499 or contact a relationship manager.