How the Fund works
The Responsible Investment Leaders Global Shares Fund recognises that environmental, social and ethical considerations, labour standards and corporate governance factors can positively impact long term business success. Taking these factors into account when investing, the fund targets competitive investment performance with clear social and environmental outcomes.
The fund currently invests in the Responsible Investment Leaders International Shares Fund, a fund managed by AMP Capital in Australia.
How does the Fund meet your needs?
Investing within a sustainable and responsible framework
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.
Access to specialist investment managers
The fund is actively managed using a multi-manager approach that blends manager styles across a range of markets. This gives you access to investment with a responsible investment focus across a wide range of asset classes within Australia and overseas.
Currency risk is managed through hedging
Movements in the foreign exchange rate have an impact on offshore investments. To help manage this risk the fund is partially hedged to the New Zealand dollar.
Fund facts as at 31 December 2016
|Type of fund
||Managed fund. This fund is a Portfolio Investment Entity (PIE).
||To outperform the MSCI All Country World Index 69% hedged with net dividends reinvested (50% hedged to the New Zealand dollar on a net after tax basis based on the current maximum PIR) on a rolling five year basis.
||Gives investors access to shares listed on international share markets managed within a socially responsible investment (SRI) framework. The Fund is actively managed using a multi-manager approach.
|Net fund size
||29 June 2007
|Minimum suggested timeframe
||Long term (minimum five years)
MSCI All Country World Index 69% hedged with net dividends reinvested (50% hedged to the New Zealand dollar on a net after tax basis based on the current maximum PIR)
Aegis, FNZ, Apteryx.
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 31 October 2016 for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The Global Shares Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Ground Floor, 113 - 119 The Terrace, Wellington.