Equity Fund

Our Equity Fund gives investors access to a diversified portfolio of shares and other securities listed on the Australian Stock Exchange and is managed using a 'capital' approach to investment.

Key features

  • exposure to a diversified portfolio of Australian shares, managed by AMP Capital Investors
  • the 'capital' investment style is based on the expectation that wealth creation is closely linked to a company's ability to manage its capital
  • we seek out companies with the capacity to deliver sustainable excess returns on their capital base

Fund facts

APIR code AMP0370AU (Class A units)
AMP0445AU (Wholesale units)
Fund aim To provide high returns over the long term while accepting high levels of volatility.
Risk level High
Time frame Minimum 5 to 7 years
Inception date 22 June 2000 (Class A units)
30 April 2000 (Wholesale units)
Benchmark S&P/ASX 200 Accumulation Index

 

Secure Services
More Information
PDS update
Performance report
Sep 2008 (PDF 54Kb)
PDS
(PDF 166 Kb)
Fund profile
(PDF 164 Kb)

 

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