Please note this Fund is transitioning to become a more cost-effective, systematic solution that provides investors with a purer exposure to Australian companies. A new PDS will be issued on or around 10 November 2017.
How the fund works
The AMP Capital Equity Fund aims to provide investors with high returns over the long term. Investment is diversified across a range of industries and sectors, with a focus on the largest 200 companies on the Australian Securities Exchange.
Who is the fund suitable for?
The fund is designed for:
- Investors seeking an investment which provides diversification
- Investors seeking a fund with the potential for capital growth
How does the fund meet investor needs?
Potential for high returns over the long-term
The fund’s investments are focused towards companies with stable or growing earnings, which we believe are undervalued in relation to their projected earnings potential.
By actively managing the fund, we are able to take advantage of growth and mispriced opportunities on behalf of investors.
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, risks associated with the use of derivatives and portfolio concentration and liquidity risks. Please refer to the fund’s Information 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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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.