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AMP Capital Equity Income Generator

We understand that one of the biggest concerns facing retired clients, and people entering retirement, is how they replace their salary when they stop work. And for many of these investors, they will also be concerned that they may outlive their money. For investors who need to rely on an income stream to fund their living expenses, it’s important you consider products that not only provide a regular and reliable income, but that also provide enough capital growth to allow that income to grow with the cost of living.

The AMP Capital Equity Income Generator aims to meet these client goals:
  • Reliable, regular income
  • The ability to help meet living expenses each month
  • Replace a salary in retirement
  • Tax effective which helps to maximise income
Fund profile
 
Download the white paper: The Evolution of Equity Income
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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Estimated yield

7.3% pa*
 

total estimated yield is for financial year 2017/18

*for the underlying estimated yield assumptions, please see the bottom of this page.

 

Income

Monthly
 

we aim to make distributions regularly to help investors meet their essential needs

 

Performance

8.78%**
 

total return per annum since inception and 9.19% for the 12 months to 31 December 2017**

 

Suitable for

Low
 

marginal tax rate investors such as retirees

 

How does this fund fit into your portfolio?

The fund can be used:

  • As a growth asset allocation tilt within the needs part of a portfolio
  • In conjunction with the AMP Capital Income Generator which can serve as a core holding; and/or the AMP Capital Corporate Bond Fund which can provide a defensive asset allocation tilt to the portfolio

What are the risks?

  • Risk of capital loss: Australian shares carry a higher level of short-term risk, particularly if you do not hold your investment for the minimum suggested investment timeframe.
  • Returns are not guaranteed: The level of returns may vary, the value of your investment may vary, and there may be the risk of invested capital.
  • Market risk: The fund will be affected by any risks associated with the shares listed, or about to be listed, on the Australian Securities Exchange.

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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*Refers to on-platform Class A. Estimated yield is based on the unit price at the start of the period. It is important to note that the final annualised distribution yield will not be known until the end of the financial year, that the distribution yield estimate isn’t guaranteed, and that it may change over the period due to market movements in the Fund unit prices. We base our estimate on assumptions set out in this paragraph, and you should be aware that if facts differ from our assumptions, the final distribution yield may differ from the estimate. The estimate is based on the amount of income we expect to receive into the Fund over the period from 1 January 2018 to 30 June 2018, based on the current investments held by the Fund, the level of dividends and franking credits expected to be earned from investments held in the Fund. If the companies whose securities we hold in the Fund do not pay the dividends and franking credits they have forecast, or if the portfolio changes materially over the period, this may impact on our estimated distribution yield.
Distributions for AMP Capital Australian Income Fund are preannounced six months in advance. It is important to note that the final annualised distribution yield will not be known until the end of the financial year, that the distribution yield estimate is not guaranteed, and that it may change due to market conditions.

** As at 31 December 2017. Figures shown are for Class A since inception 27 August 2013, are net of fees, include franking credits 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.

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Australian Equity Income Fund, known as the AMP Capital Equity Income Generator (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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Download the whitepaper: The Evolution of Equity income