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How does the Multi-Asset Fund work?

We understand that many investors are looking for investment solutions that help them meet their personal and lifestyle goals. For some investors, this might include a short-term need to fund a holiday or to purchase a new car. The AMP Capital Multi-Asset Fund aims to grow wealth steadily over time by providing a return above inflation. In addition, it applies risk-mitigation strategies that aim to manage volatility within the Fund, so investors may be less likely to experience sharp declines in their wealth.

 
The AMP Capital Multi-Asset Fund aims to meet these client goals:
  • Grow their wealth steadily over time
  • Smoother performance over time
  • Help protect their savings from market falls
  • Pay for lifestyle extras during retirement
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AMP's Australian operations are bound by the current Australian privacy legislation which outlines how organisations should manage and use personal information collected and held about their customers. AMP Privacy Policy
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Lonsec Research Highly Recommended Zenith Recommended Rating

Total return

7.02%*
 

per annum since inception and 9.18% for the 12 months to 30 June 2017*

 

Focus

RISK
 

management is critical and strategies such as hedging are employed

 

Asset allocation

DAA
 

or dynamic asset allocation. The mix of asset class investments can be adjusted in response to expected market changes

 

Objective

5.5%
 

above inflation with the aim of ensuring your client’s money grows with the cost of living

 

"Markets can change often and abruptly. It’s important we have the flexibility to adapt with them, so we can sell overpriced assets and buy underpriced assets"

Matthew Hopkins
Senior Portfolio Manager

How does this fund fit into your portfolio?

This fund can be used

  • As a core holding within the lifestyle part of a portfolio

What are the risks?

  • Returns are not guaranteed: When you invest in a managed investment scheme, you should be aware that returns are not guaranteed – future returns may differ from past returns, the level of returns may vary, the value of your investment may vary, and there may be the risk of loss of invested capital.
  • Market risk: The Fund invests in securities that are listed on share markets around the world. This means that the Fund will be affected by any risks associated with these securities. This includes how they perform, their strategy, management, how sustainable their earnings are, and other factors that affect the value and performance of a security, as well as those associated with international investments.
  • Credit and liquidity risks: The Fund invests in alternative assets. Traditional risks such as credit and liquidity risk can be magnified for alternative assets.

Invest now

Select how you would like to invest
Complete the application

Send your application and supporting documents to us:

AMP Capital Investors
Reply Paid 125
Parramatta NSW
(No stamp required)

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AMP's Australian operations are bound by the current Australian privacy legislation which outlines how organisations should manage and use personal information collected and held about their customers. AMP Privacy Policy

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* As at 30 June 2017. Figures shown are for Class A since inception 2 Dec 2010, are net of fees and assume all distributions are reinvested. Performance is annualised for periods greater than one year. Past performance is not a reliable indicator of future performance. For information on returns over other periods please see Performance Report available on this page.

The Lonsec Rating (assigned February 2017) 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 our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings.

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned October 2016) 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 Zenith's Product Assessment’s at http://www.zenithpartners.com.au/RegulatoryGuidelines

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Multi-Asset Fund and the issuer of the units in the Fund. To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). The PDS contains important information about investing in the Fund and it is important that investors read the PDS before making a decision about whether to acquire, or continue to hold or dispose of units in the Fund. Neither AMP Capital, AMPCFM nor 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 information. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this information, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content 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 this information, and seek professional advice, having regard to their objectives, financial situation and needs.

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AMP's Australian operations are bound by the current Australian privacy legislation which outlines how organisations should manage and use personal information collected and held about their customers. AMP Privacy Policy

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