How the Fund works
The Responsible Investment Leaders Balanced Fund aims to provide you with good returns over time with medium risk, while investing within responsible investment parameters. To do this, it uses diversification strategies across asset types, with a mix of income assets, such as bonds, and growth assets, such as shares.
How does the Fund meet your needs?
Investing within a sustainable focus
The fund employs a robust investment process that combines a sustainability focus with stringent financial analysis. The overall objective is to generate competitive returns for you within a sustainable and responsible framework.
Broad diversification helps reduce risk
The fund uses a diversified multi-manager strategy that blends manager style and asset classes, with the objective of providing you with competitive returns across a range of 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.
Fund facts as at 31 March 2018
|Type of fund
||Managed fund. This fund is a Portfolio Investment Entity (PIE).
||The performance objective is to outperform over the medium term the weighted average return of the market indicies used to measure performance of the underlying funds/assets in which the fund invests.
||Gives investors access to a New Zealand balanced fund that invests in a broad range of assets (shares, property, fixed interest securities and cash) that are managed within a responsible investment framework.
|Net fund size
||17 October 2008
|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, Meridian Building, Level 1, Queens Wharf, Wellington.