How the Fund works
The Responsible Investment Leaders New Zealand Shares Fund is a diversified portfolio of predominantly New Zealand shares constructed with the aim of outperforming the S&P/NZX 50 Index. The fund will generally be overexposed to companies which have sustainable competitive advantage, good growth outlooks, the ability to grow earnings faster than revenue and which can grow without a strong reliance on raising additional capital.
The fund is also managed against specific ‘responsible investment’ criteria which prohibits investments in certain companies or activities (eg gambling, armaments, tobacco, pornography), and encourages investment in companies with strong environmental, social and ethical characteristics.
Salt Funds Management Limited is the investment manager of the Fund.
How does the Fund meet your needs?
Return potential
The fund has the potential to deliver strong returns across a range of market conditions, through an investment style that blends value and growth characteristics.
Risk management
Integrates environmental, social and governance analysis with financial analysis, revealing a wider range of corporate growth drivers and risk factors than traditional equity funds.
It gives you the choice to invest responsibly
Responsible investing is a way for you to direct your money toward companies that are making a positive impact on the environment and on society and away from those that cause harm.
Access to investment expertise
You will benefit from access to the research and insights of Salt Funds Management Limited’s experienced investment team.
Fund facts as at 30 June 2017
| Code |
AIF RE |
| Type of fund |
Managed fund. This fund is a Portfolio Investment Entity (PIE). |
| Performance objective |
To provide a gross return above the return of the S&P/NZX 50 Index (on a gross basis including imputation credits) over a rolling three year period. |
| Investment approach |
A diversified portfolio of predominately New Zealand shares which is constructed to outperform the S&P/NZX 50 Index. |
| Net fund size |
$12.7 million |
| Establishment date |
06 November 2012 |
| Minimum suggested timeframe |
Long term (minimum five years) |
| Distribution frequency |
Six monthly (March and September) |
| Benchmark |
S&P/NZX 50 Gross Index |
| Platform access |
Direct with AMP Capital, Aegis, FNZ.
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Risk indicators
| Risk profile |
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How to invest
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 4 August 2017 for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The New Zealand and Australian Shares 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.