Want to take advantage of growth and mispriced market opportunities?
While Australian shares continue to offer investors attractive yields compared to term deposits, active management will remain critical in the current environment. The AMP Capital Australian Equity Opportunities Fund has been designed for investors seeking strong capital growth potential over the long term.
The Fund primarily invests in a portfolio of Australian companies listed, or about to be listed, on the Australian Securities Exchange (ASX). The aim of the Fund is to provide investors with strong returns (capital growth and income) over the long term by taking advantage of growth and mispriced market opportunities.
"We look to add value through uncovering investment potential across the market. Often, the best opportunities – both long and short - are found outside the top 20 names in the market."
Michael Price, Head of Australian Equities
How does the fund meet investor needs?
Aims to provide strong returns over the long-term
The fund’s unconstrained approach offers the opportunity to capitalise on companies which we believe will either outperform or underperform relative to others.
Helps minimise risk in falling markets
By holding long and short positions, the fund is designed with the aim of minimising potential loss in falling markets.
By actively managing the fund, we are able to act on opportunities as they arise, taking advantage of mispriced market opportunities and maintaining a portfolio relevant to the current environment.
What are the key risks associated with the fund?
The Fund invests in companies that are listed on the Australian Stock Exchange. This means that the fund will be affected by any risks associated with these companies, such as how they perform, their strategy, management, how sustainable their earnings are, and other factors that affect the value and performance of a company. Being listed on a stock market also means that the value of the share prices for these companies can move up and down significantly because of market sentiment, world and economic events, and other types of information that can move markets. By short selling, the potential amount of loss to the Fund may be greater than for funds which only buy and hold investments over the long term. Please refer to the fund's Infomation Memorandum for more information.
Fund Carbon Footprint
Operational emissions come from the operations of a company whereas equity emissions come from the assets owned by a company. This distinction is particularly important in the extractive industries where one company may operate mines or oil and gas reserves for another. It is not always possible to identify equity emissions and in this case the operational emissions of a company is used.
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||To provide total returns (income and capital growth), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
|Minimum suggested timeframe
01 March 2012
- Personal Investor/Off-platform Class H
|Risk level (1 - 7)
||S&P/ASX 200 Accumulation Index AUD
The Fund's risk level is based on the estimated number of negative annual returns for the Fund over any 20 year period and is not a complete assessment of the risks of investing in the Fund. For instance it does not detail what the size of a negative return could be or the potential for a positive return to be less than an investor may require to meet their objectives. Consequently, before choosing to invest or reinvest in the Fund, you should read the Fund's PDS and incorporated information and consider factors such as the likely investment return, the risks of investing and your investment time frame. Information about the methodology used for calculating the risk level is available here.
How to invest
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the AMP Capital Australian Equity Opportunities Fund (Fund) and the issuer of the units in the Fund. To invest in the Fund, Investors should consider the current information memorandum or other offering or placement memorandum (Offer Document) available from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (AMP Capital) for the Fund. The Offer Document contains important information about investing in the Fund and it is important that investors read the Offer Document before making a decision about whether to acquire 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 document. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this document, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. Actual future results and operations could vary materially from any forecasts, estimates, or opinions. AMP Capital will not necessarily update the recipient of this document if any facts set out in this document subsequently change. This document 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 the information in this document, and seek professional advice, having regard to their objectives, financial situation and needs.