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

 

 

Planner Portal
More Information
PDS update
Fund updates

On-platform

Performance report
Jul 2008 (PDF 73Kb)
Fund profile
(PDF 644 Kb)

Off-platform

Performance report
Jul 2008 (PDF 79Kb)
PDS
(PDF 442 Kb)

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