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AMP Capital Corporate Bond Fund

Select how you would like to invest

Are you looking for a regular and reliable income stream that can also reduce the volatility of your overall portfolio?

We believe that success is about understanding our clients’ needs, and delivering to those needs. We recognise there’s been a fundamental change in markets over the last few years. Because of this, the ability to preserve capital and provide a steady income stream has become a more important goal than ever for many investors, particularly those who are entering or already in retirement.

We believe that our ‘true to label’ corporate bond fund provides a more secure future for those investors who are looking for capital stability and a regular income from their investments.

"We assess credit markets from multiple perspectives, which helps us to identify potential risks and improve the capital stability of the fund."
David Carruthers, Head of Credit and Core

Lonsec Research Highly Recommended
Zenith 2013 Fund Awards Winner Logo
Zenith 2015 Fund Awards - Finalist
Zenith Recommended Rating

A fund built with these goals in mind

Receive regular, reliable income

Receive regular, reliable income

The fund aims to provide regular monthly income by investing in an actively managed portfolio of credit securities.

Line of sight on your income

Line of sight on your income

The estimated monthly distribution rate is announced 6 months in advance, providing investors with an indication of the expected income.*1

Reduce the volatility of your overall portfolio

Reduce the volatility of your overall portfolio

With more than 100 securities typically held at any one time, this helps to minimise risk and broaden the opportunity set. We predominantly invest in high quality corporate bonds issued in the Australian bond market and lend to companies that are in stable industries, such as financials, utilities and telecommunications.

Our size is a strength

Our size is a strength

AMP Capital’s size and scale ultimately helps our clients. Priority access to bond issuance and negotiating power on terms means we’re able to mitigate some risks within the fund.

How do we aim to provide regular, reliable income?

How does this fund fit into your portfolio?

Investors in retirement have very distinct goals and these can be categorised into essential needs, lifestyle wants and legacy. This fund fits within then essential needs part of a portfolio which covers fundamental items such as food, transport and housing.

As the fund aims to generate a regular, reliable income, this means it is well suited for investors who are looking for an investment solution that covers essential needs such as paying for food or housing. It can be used as:

Find out how the Corporate Bond Fund can form part of a goals-based investment portfolio - Read more

What are the risks?

Fund facts

APIR code AMP1285AU
Investment objective Primary: The AMP Capital Corporate Bond Fund aims to deliver regular monthly income, whilst seeking to provide capital stability to investors over the medium term. Secondary: To provide total returns (primarily income with some capital growth) above the Fund's benchmark over a rolling 3-year basis.
Minimum suggested timeframe 3 years
Distribution frequency Monthly
Inception date 29 September 2009
Minimum investment A$ 10,000 - Personal Investor/Off-platform Class H
Risk level (1 - 7) 4. Medium
Benchmark "Bloomberg AusBond Bank Bill Index"
Status Open
Investment objective Primary: The AMP Capital Corporate Bond Fund aims to deliver regular monthly income, whilst seeking to provide capital stability to investors over the medium term. Secondary: To provide total returns (primarily income with some capital growth) above the Fund's benchmark over a rolling 3-year basis.
Minimum suggested timeframe 3 years
Distribution frequency Monthly
Minimum investment A$ 10,000 - R unit class
Risk level (1 - 7) 4. Medium
Benchmark "Bloomberg AusBond Bank Bill Index"

The Fund's risk level is based on the estimated number of negative annual returns for the Fund over any 20 year period and is not a complete assessment of the risks of investing in the Fund. For instance it does not detail what the size of a negative return could be or the potential for a positive return to be less than an investor may require to meet their objectives. Consequently, before choosing to invest or reinvest in the Fund, you should read the Fund's PDS and incorporated information and consider factors such as the likely investment return, the risks of investing and your investment time frame. Information about the methodology used for calculating the risk level is available here.

* Past performance of this Fund is reported using the UBS Composite Bond Index (All Maturities) up to 28 February 2011, and the UBS Credit Index 0+ thereafter. Note that the UBS Credit Index 0+ was renamed to the Bloomberg AusBond Credit 0+ Yr Index as at 1 October 2014. Note that the benchmark has changed from the Bloomberg AusBond Credit 0+ Yr Index to Bloomberg AusBond Bank Bill Index as at 29 February 2016.

How to invest

2
Getting started online

Supporting material
3
Complete the application

Apply online
or
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2
View a list of online brokers

Visit the ASX
3
Make note of the ASX mFund code in order to invest on the ASX site

ACA02

The Lonsec Rating (assigned 24 April 2015) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Rating is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to “wholesale clients” (as defined in the Financial Advisers Act 2008 (NZ)). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold AMP Capital product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.  For further information regarding Lonsec’s Ratings methodology, refer to http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned July 2015) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on Zenith's Product Assessment’s at http://www.zenithpartners.com.au/RegulatoryGuidelines

The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 9, 2015 and are solely statements of opinion and do not represent recommendations to purchase, hold, or sell any securities or make any other investment decisions. Ratings are subject to change.

[1] Distributions for AMP Capital Corporate Bond Fund are preannounced twelve months in advance. It is important to note that the final annualised distribution yield will not be known until the end of the financial year, that the distribution yield estimate is not guaranteed, and that it may change due to market conditions.

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Corporate Bond Fund and the issuer of the units in the Fund. To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). The PDS contains important information about investing in the Fund and it is important that investors read the PDS before making a decision about whether to acquire, or continue to hold or dispose of units in the Fund. Neither AMP Capital, AMPCFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this information. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this information, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of this information, and seek professional advice, having regard to their objectives, financial situation and needs.

Issuer and responsible entity: AMP Capital Funds Management Limited ABN 15 159 557 721, AFSL 426455. AMP Capital Funds Management Ltd is a member of the AMP Group which includes AMP Capital Investors Limited ABN 59 001 777 591, ASFL 232497 ("AMP Capital", "we" or "us").

About the PDS:

You will find the following offer documents for this fund:

  • PDS
  • Incorporated information (the information incorporated by reference in the PDS, and which forms part of the PDS)

Before making a decision about investing or reinvesting, you should read both documents. These documents can also be obtained by contacting us on 1800 188 013.