Value Plus Australian Share Fund

Our Value Plus Australian Share Fund gives investors access to a diversified portfolio of shares and other securities listed on the Australian Stock Exchange and is managed using a 'value plus' approach to investment.

Key features

  • exposure to a diversified portfolio of Australian shares, managed by AMP Capital Investors
  • the 'value plus' investment style is based on traditional principles of value investing: buying stocks viewed as cheap relative to the market, which are expected to generate superior returns when this value is recognised

Fund facts

APIR code AMP1070AU (Class A units)
AMP0856AU (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 10 November 2005 (Class A units)
7 April 2003 (Wholesale units)
Benchmark S&P/ASX 200 Accumulation Index

 

 
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