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Sustainable Share Fund

The AMP Capital Sustainable Share Fund gives investors access to companies listed on the Australian Securities Exchange, with the objective of providing investors with competitive returns.

Key features

  • access to our ‘Sustainable Alpha’ investment approach, which
    • seeks out the value in companies through their intangible assets, revealing a wider range of corporate growth drivers and risk factors
    • involves constructive engagement with managing directors and key staff to encourage them to improve the company’s social, environmental and governance performance
  • the potential to deliver strong returns across a range of market conditions, through an investment style that blends value and growth characteristics
  • exposure to the investment expertise of our specialist Sustainable Alpha team of portfolio managers and social/environmental research specialists
  • access to AMP Capital’s experience as manager of one of the largest portfolios of investments with a sustainable focus in Australia

Fund facts
APIR code AMP0449AU (Class A units)
AMP1100AU (Private Client units)
AMP0450AU (Wholesale units)
Fund aim To provide a total return (capital growth and income), after costs and before tax, above the Fund’s performance benchmark on a rolling 3 year basis.
Risk level High
Time frame Minimum 5 to 7 years
Inception date 20 April 2001 (Class A units)
4 April 2007 (Private Client units)
21 February 2001 (Wholesale units)
Benchmark S&P/ASX 200 Accumulation Index
Available On and off-platform

 

Read the research undertaken by the SRI team, including newsletters and research papers.

 

Standard & Poor's 4 Star Rating      Lonsec Recommended

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