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AMP Capital NZ Property Fund

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.

 

How does the Fund meet your needs?

Diversified exposure to Australasian property

Diversified exposure to Australasian property

The NZ Property Fund aims to provide you with an opportunity to participate in a passively managed low tracking error portfolio tracking the NZX Property Index and the S&P/ASX 200 A-REIT Index. To achieve this, the NZ Property Fund will invest in Real Estate Investment Trusts and other property securities in New Zealand and Australia, either directly or through managed funds.

Fund facts as at 31 December 2016

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 Once it receives the proceeds from its redemption of units in AMP Property Portfolio, this fund will invests in Real Estate Investment Trusts and other property securities in New Zealand and Australia, either directly or through managed funds.
Net fund size $98.8 million
Establishment date  16 May 1995
Minimum suggested timeframe Long term (minimum five years)
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 31 October 2016 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.