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AMP Capital Equity Fund

Please note this Fund has transitioned from an actively managed fundamental approach to a systematic approach, providing a more cost-effective, systematic solution. A new PDS was issued on 10 November 2017.

How the fund works

The Fund provides investors with access to a diversified portfolio of securities listed, or about to be listed on the Australian Securities Exchange. Diversification is achieved primarily through investment across a range of industries and issuers.

The Fund will adopt a systematic investment approach.

Who is the fund suitable for?

The fund is designed for:

How does the fund meet investor needs?

Systematic investing

Systematic investing

Systematic investing is a rules-based approach where limited individual stock fundamental analysis is conducted and the investment team use large sets of data to analyse stocks through intelligent screening methods. Passive, enhanced index and smart beta are examples of systematic approaches.

Research Driven

Research Driven

The Fund’s approach to stock selection is based on the use of our proprietary Alpha Model which has been developed for the Australian share market through extensive back testing and research into stock selection methodologies.

Diversification

Diversification

Because the fund invests in a variety of industries and sectors, investors benefit from access to more investment opportunities that offer the potential for growth.

What are the key risks associated with the fund?

Risks specific to the fund include or are associated with share market and company risks, investment management, risks associated with the use of derivatives and and liquidity risks. Please refer to the fund’s Information Memorandum for more information.

Fund facts

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the AMP Capital Equity 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.

About the PDS:

You will find the following offer documents for this fund:

  • PDS
  • Incorporated information (the information incorporated by reference in the PDS, and which forms part of the PDS)

Before making a decision about investing or reinvesting, you should read both documents. These documents can also be obtained by contacting us on 1800 188 013.