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Other funds

Balanced Growth is a diversified investment that aims to provide investors with moderate to higher returns over the medium to long term.

Platform

APIR code AMP0441AU
Investment objective To provide a total return (primarily capital growth with some income) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach The Fund's blend of investment sectors is managed within a strategic asset allocation mix, with the flexibility to rebalance the Fund's allocations to suit the changing investment environment.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 23 Jul 2002
Risk level (1 - 7) 6. High
Status Closed to new investors, open to existing investors
Access Available through selected platforms.

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.

Unit prices

Buy
1.10615
Sell
1.10108
Effective date 20 Aug 2014

Performance reports

Investment Value AUD ($'000) Performance Report
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").

Conservative is a diversified investment that provides investors with capital stability, while having some exposure to growth assets.

Platform

APIR code AMP0443AU
Investment objective To provide a total return (primarily income with some capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach The Fund's blend of investment sectors is managed within a strategic asset allocation mix, with the flexibility to rebalance the Fund's allocations to suit the changing investment environment. The Fund provides investors with access to managers who are selected for their diversification across asset classes and investment styles, with the objective of adding value through investment in primarily defensive assets and some growth assets.
Min. suggested timeframe 3 years
Dist. frequency Quarterly
Inception date 23 Jul 2002
Risk level (1 - 7) 3. Low to Medium
Status Closed to new investors, open to existing investors
Access Available through selected platforms.

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.

Unit prices

Buy
0.99720
Sell
0.99471
Effective date 20 Aug 2014

Performance reports

Investment Value AUD ($'000) Performance Report
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").

High Growth is a diversified investment that aims to provide investors with higher returns over the medium to long term through a diversified portfolio investing mostly in shares with some exposure to property, fixed interest and alternative assets.

Platform

Investment objective To provide a total return (primarily capital growth with some income) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach The Fund's blend of investment sectors is managed within a strategic asset allocation mix, with the flexibility to rebalance the Fund's allocations to suit the changing investment environment. The Fund provides investors with access to managers who are selected for their diversification across asset classes and investment styles, with the objective of adding value through investment in growth assets.
Min. suggested timeframe 5 years
Dist. frequency Half yearly
Inception date 03 May 2000
Status Terminated
Access Available through selected platforms.

Wholesale

APIR code AMP0574AU
Investment objective To provide a total return (primarily capital growth with some income) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Investment approach The Fund's blend of investment sectors is managed within a strategic asset allocation mix, with the flexibility to rebalance the Fund's allocations to suit the changing investment environment. The Fund provides investors with access to managers who are selected for their diversification across asset classes and investment styles, with the objective of adding value through investment in growth assets.
Dist. frequency Half yearly
Inception date 18 Oct 2001
Status Closed to new investors, open to existing investors
Notes To view current buy/sell spreads click here.

Unit prices

Buy
1.47460
Sell
1.46681
Effective date 20 Aug 2014

Performance reports

Investment Value AUD ($'000) Performance Report
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.