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AMP Capital Core Property Fund

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A strategically blended property solution

Property presents a compelling opportunity for investors focused on capital stability and growing wealth through strong risk-adjusted returns.

The AMP Capital Core Property Fund was developed to provide access to a strategic mix of Australian and global direct property and Australian and global listed property securities, giving investors a single property solution for their investment portfolios. Target asset allocations are 50% to Australian and global direct property, 25% to Australian listed property securities and 25% to global listed property.

"Information sharing across regional teams and regular on-the-ground property visits means our clients benefit from insights into local trends and changing market conditions."
Damian Fitzpatrick, Portfolio Manager

Lonsec Research Highly Recommended
Zenith Recommended Rating

A fund built with these goals in mind

Regional and sector diversification provides access to more investment opportunities

Regional and sector diversification provides access to more investment opportunities

The Fund invests in both Australian and global listed property as well as Australian and global direct property. This means investors have access to a broader range of property sectors that provide the potential for income and capital growth.

Exposure to investment opportunities otherwise difficult for individual investors to access

Exposure to investment opportunities otherwise difficult for individual investors to access

The Fund invests in compelling investment opportunities, such as large shopping centres and office blocks. These investments would normally be difficult for individual investors to access as they require a large capital outlay.

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 growth component of an investor’s overall portfolio.

What opportunities has the Fund invested in?

Collins Place

Collins Place

Location: Melbourne
Sector: Office
Acquisition date: 2004
Business: An A-grade office building with a net lettable area of 103,900 sqm in Melbourne’s CBD
Ocean Keys

Ocean Keys

Clarkson, WA
Sector: Retail
Acquisition date: 2006
Business: Sub-regional shopping centre with over 6 million visitors per year and a lettable area of 25,323 sqm and 100% occupancy*

*as at 31 August 2013

What are the risks?

The Fund may invest in direct property or in Real Estate Investment Trusts and property securities listed on share markets around the world. Share market investments have historically produced higher returns than cash or fixed income investments over the long term. However, the risk of capital loss exists, especially over the shorter term. Because of this, it is recommended that investment is for a minimum of five years.

Fund facts

APIR code AMP1074AU
Investment objective To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
Minimum suggested timeframe 5 years
Distribution frequency Quarterly
Inception date 12 April 2006
Minimum investment A$ 10,000 - Personal Investor/Off-platform Class H
Benchmark "Core Property Fund Benchmark"
Status Open
Notes Withdrawals - Withdrawal requests will be processed monthly according to specified withdrawal dates. The specified withdrawal dates are the 15th calendar day of each month, or the next business day if the specified withdrawal date is not a business day. We aim to pay requests within 10 business days after the 15th. The cut-off time for receiving withdrawal requests on the 15th is 1.00pm for both platform investors and personal investors. If more than one withdrawal request is received from an investor, these requests will be aggregated and the total withdrawal request will be processed for that month. To the extent that available funds are insufficient to meet the months withdrawal requests, each request will be scaled back on a pro-rata basis.

View current buy/sell spreads.

How to invest

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The Lonsec Rating (assigned May 2016) 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, please 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 our Product Assessment’s at http://www.zenithpartners.com.au/RegulatoryGuidelines

Investors should consider the Product Disclosure Statement (PDS) available from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (AMP Capital) for the AMP Capital Core Property Fund (Fund) before making any decision regarding the Fund. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150), a wholly owned subsidiary of The Trust Company Limited (ABN 59 004 027 749), is the responsible entity of the Fund and the issuer of units in the Fund. The PDS contains important information about investing in the Fund and it’s important investors read the PDS before making a decision about whether to acquire, continue to hold or dispose of units in the Fund. None of the responsible entity, AMP Capital or 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 document. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this document, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This information 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 the information in this document, and seek professional advice, having regard to the investor’s objectives, financial situation and needs.

Issuer and responsible entity: The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235150.

Investment manager: AMP Capital Investors Limited  ABN 59 001 777 591 AFSL 232497

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.