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Australian equities

We see Australian equities as a key component of many investors’ portfolios. Over the longer term (five to seven years) we believe Australian equities may generally provide investors with higher returns than other asset classes such as cash or fixed income.

In addition to the potential for capital growth, many Australian equities generate income in the form of dividends. They may also offer investors tax advantages through franking credits. This can reduce your clients’ overall taxable income depending on their individual situation, as well as discounts on any capital gains if they are held for more than 12 months.

  • Flexibility to target capital growth, income or a combination
  • Tax advantages including franking credits
  • Liquidity
  • Significant opportunities for active managers to add value

Why invest with us?

Heritage and innovation

Heritage and innovation

AMP Capital’s equities team was the first Australian company approved to trade China A shares and one of the first to launch a dedicated sustainable fund in Australia1.

Information advantage

Information advantage

Expertise and collaboration between investment teams means we are able to view investments from every angle.

Approach

Approach

Our fundamental equities approach is enriched with the benefits of broader economic, quantitative and Environmental, Social and Governance (ESG) analysis.

Our philosophy and process

Investment philosophy

Investment philosophy

We believe equity markets are, by nature, inefficient. The combination of uncertainty and behavioural finance results in stocks frequently diverging from their fundamental value. This is where we see the real opportunity lies.

Investment process

Investment process

Our process is based on the view that earnings drive shares prices. We have a rigorous and disciplined process of research, valuation and portfolio construction, combined with systematic risk management at every stage. The process is designed to generate sustainable performance above our benchmarks and to deliver superior investment outcomes for our clients.

Investment team

Investment team

AMP Capital’s Australian equity experts have an average of 16.2 years of experience and conduct more than 600 company visits every year. The team also draws on the views of investment specialists spanning property, credit, Asian equities, infrastructure and economics.

Investment options for advisers

Fund name Capital growth Regular income Defensive investments Investment timeframe
Australian Equity Concentrated Fund     5 years
Australian Equity Opportunities Fund     5 years
Equity Income Generator   5 years
 

Risks

Risks specific to investments in Australian equities may include share market and company risks, risks associated with the use of short selling and derivatives, investment management and style, portfolio concentration and liquidity risks. Please refer to the relevant fund’s Product Disclosure Statement for more information.

The team

Michael Price
Michael Price
Head of Australian Equities
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Michael Price
Head of Australian Equities
BEc, FIAA
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Michael Price joined AMP Capital in January 2012 and is responsible for management of AMP Capital’s sustainable share and income-focused strategies. Michael joined AMP Capital from ING Investment Management where he held a range of roles through a tenure of over 17 years. Michael leads the Australian Equities Team and is responsible for the management of the investment process, equity research and portfolio management.

Prior to joining AMP Capital, Michael was Portfolio Manager of the highly regarded ING Sustainable Investment Fund which he managed from 2005 to 2011. This product was awarded ‘Fund of the Year’ by Ethical Investor in 2009. Michael was also responsible for management of the ING Blue Chip Imputation Fund – an income-focused Australian share strategy.

Michael holds a Bachelor of Economics (Actuarial Studies) from Macquarie University and is a Fellow of the Institute of Actuaries Australia.

Dr Ian Woods
Dr Ian Woods
Head of ESG Investment Research
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Dr Ian Woods
Head of ESG Investment Research
PhD Chem Eng
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Dr Ian Woods joined AMP Capital in December 2000, and since that time has focussed on how the issues of sustainability and ESG relate to financial investment and the investment risks. Dr Woods’ background is in environmental and risk consulting both in Asia/Pacific region and Europe. Ian assesses the management of intangible assets of companies on the Australian Securities Exchange through the assessment of governance ESG issues and in engaging with these companies in the areas of corporate social responsibility and sustainability.

Dr Woods also undertakes assessment of greenhouse gas risk issues for the wider AMP Capital Investment teams and has undertaken a number of studies in this area.

1 AMP Capital is a signatory to the United Nations Principles for Responsible Investment