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.

 

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