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AMP Capital Wholesale Australian Bond Fund

Income generation and defence for investors with exposure to growth assets

The Wholesale Australian Bond Fund was developed for wholesale investors seeking access to a blend of quality fixed income assets. The Fund is focused primarily on Commonwealth and semi-government bonds but also allocates to investment grade credit sectors, cash and cash-like securities and issuers across a range of industries.

"We’ve implemented a set of procedures to score issuer fundamental, technical and valuation components. This is then aggregated at sector level to help drive our industry outlook and opinion."
Simon Warner, Head of Global Fixed Income

Zenith 2015 Fund Awards - Finalist
Zenith Highly Recommended Rating

A fund built with these goals in mind

Tends to provide defence to a portfolio when growth assets are providing negative returns

Tends to provide defence to a portfolio when growth assets are providing negative returns

A well-diversified, actively managed bond fund is an important diversifier to an investor with an allocation to growth assets.

Aims to limit the risk of capital loss by actively managing duration

Aims to limit the risk of capital loss by actively managing duration

If we expect bond prices to fall, we would normally look to ‘shorten’ the portfolio’s duration by buying shorter-term bonds and selling longer-term bonds.

Aims to deliver a stable income stream

Aims to deliver a stable income stream

Exposure via a well-diversified combination of government and semi-government bonds and also investment grade rated corporate bonds.

Capitalise on high quality debt of Australian Government and corporates

Capitalise on high quality debt of Australian Government and corporates

Australia has a ‘AAA’ credit rating from all three of the main credit rating agencies; the majority of corporate bonds held are investment grade rated.

How does this fund fit into your portfolio?

The fund is designed for investors seeking an an investment which provides the potential for sustainable income and capital growth over the long term. It can be used to complement existing solutions in a blended portfolio or it can be used individually. When used with existing solutions, the fund fits within the defensive component of an investor’s overall portfolio.

How do we add value?

For our active bond portfolios, we identify value and manage risk through an investment approach that combines interest rate and credit-specific research.

This approach includes three key elements:

What are the risks?

The key risks of the fund relate to interest rates, credit and derivatives. Interest rate risk is the risk of capital loss in a rising interest rate environment. Credit risk is where a credit issuer or counterparty defaults on interest payments, the repayment of capital or both. In addition, the Fund may invest in derivatives. These carry the risk of default by the counterparty, and losses may be magnified and their valuation may not move in line with the underlying asset. These risks are outlined in more detail in the Information Memorandum which all investors should read before applying to invest in the fund.

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned June 2016) 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 Zeniths' Product Assessment’s at:

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.

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Wholesale Australian 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.


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.