Wholesale Australian Share Fund

Our Wholesale Australian Share Fund gives investors access to a diversified portfolio of listed Australian shares by investing either directly or through our managed investments, in shares and other securities on the Australian Stock Exchange. The Fund is managed using both a 'capital' and 'enhanced index' 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 and we seek out companies with the capacity to deliver sustainable excess returns on their capital base
• the 'enhanced index' approach is a form of index-based share investment and includes the use of return enhancement techniques where we take on slightly higher levels of risk, relative to benchmark, than an index fund

Fund facts
APIR code	AMP0258AU (Class A units) AMP0273AU (Wholesale units)
Fund aim	To provide higher returns over the long term while accepting high levels of volatility.
Risk level	High
Time frame	Minimum 5 to 7 years
Inception date	29 January 1998 (Class A units) 13 January 1995 (Wholesale units)
Benchmark	S & P/ASX 200 Accumulation Index