-
1300 139 267
-
Email us
-
Contact your BDM
-
Subscribe to @t a glance
Core Property Fund
The AMP Capital Core Property Fund gives investors access to a diversified portfolio of high quality direct property (50%), Australian listed property trusts (25%) and global listed property securities (25%) through underlying funds. The Fund’s exposure to international investments is in normal circumstances hedged back to Australian dollars with the aim of minimising the volatility of investment returns due to currency fluctuations.
| In May 2007, AMP Capital Core Property Fund made an investment into the AMP Capital Hedged Global Direct Property Fund. For more information, please contact your Business Development Manager. |
Key features
- seeks to provide the potential for attractive total returns with an enhanced risk/return profile compared to an investment solely in Australian listed property trusts
- exposure to high quality direct property assets including blue chip property via the AMP Shopping Centre Fund and the AMP Wholesale Office Fund
- increased liquidity compared to investing directly in property
- proven property investment expertise and management
- available on and off-platform (minimum investment $30,000)
Fund facts |
|
| APIR code | AMP1015AU (Class A units) AMP1074AU (Private Client units) |
| Fund aim | To provide a total return made up of both income and capital growth over the long term while accepting moderate levels of volatility. |
| Risk level | Medium |
| Time frame | Minimum 5 years |
| Inception date | 1 July 2005 (Class A units) 10 April 2006 (Private Client units) |
| Benchmark | The weighted return of the indices listed below (using the weightings indicated): • Mercer Unlisted Property Index – 50% • S&P/ASX 300 Property Accumulation Index – 25% • UBS Global Real Estate Investors Index – 25% |
| Available | On and off-platform |
 |
 |
 |
Permanent Investment Management Limited [ABN 45 003 278 831] [AFSL 235150], being the Responsible Entity of the Core Property Fund and the issuer of the product disclosure statement dated 15 June 2005, has not prepared this information and makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Lonsec Limited ("Lonsec") (ABN 56 061 751 102) rating current as at Oct 2006. Any Lonsec rating presented is limited to "General Advice" and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria. To the extent that any ratings, opinions or other information of Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) constitutes general advice, this advice has been prepared by Standard & Poor’s without taking into account any particular person’s financial or investment objectives, financial situation or needs. Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients’ objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product. Past performance is not a reliable indicator of future performance. Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating. For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor’s Financial Services Guide at www.assirt.com.au. Each analytic product or service of Standard & Poor’s is based on information received by the analytic group responsible for such product or service. “S&P” and “Standard & Poor’s” are trademarks of The McGraw-Hill Companies, Inc. |
| Fund profile |
On-platform
| Performance report Jul 2008 (PDF 73Kb) |
| PDS |
Off-platform
| Performance report Jul 2008 (PDF 79Kb) |
| PDS |
© Copyright AMP Capital Investors Limited 2008