How the Fund works
The Responsible Investment Leaders Conservative Fund aims to provide you with above-cash returns over time with capital preservation whilst investing in line with responsible investment parameters. To do this, it uses appropriate diversification across asset types, with a distinct bias to income assets (eg bonds).
How does the Fund meet your needs?
Broad diversification helps reduce risk
The fund invests in a diverse range of growth and income assets, including shares, property, global infrastructure, commodities, fixed interest securities and cash, in New Zealand and global markets. This has the benefit of reducing portfolio volatility and the risk of losses, and is especially important during times of increased uncertainty.
Active investment management
Asset allocations are actively managed in line with changing investment environments and conditions. This means changes can be made to your portfolio to help manage risk and generate smoother returns.
Experienced investment management
You benefit from proven investment management expertise and access to the resources of an investment team which specialises in building and managing multi-asset portfolios.
Fund facts as at 30 June 2017
|Type of fund
||Managed fund. This fund is a Portfolio Investment Entity (PIE).
||To outperform, over the medium term, the weighted average return of the market indices used to measure performance of the underlying funds/assets in which the Fund invests.
||Invests in a diverse range of growth and income assets including shares, property, fixed interest securities and cash, in New Zealand and global markets.
|Net fund size
||16 May 1995
|Minimum suggested timeframe
||Medium term (minimum three years)
Direct with AMP Capital, 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 4 August 2017 for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The Responsible Investment Leaders Diversified Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. You can seek advice from a financial advisor to help you make an investment decision. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Ground Floor, 113 - 119 The Terrace, Wellington.