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How the fund works

The AMP Capital Australian Equity Concentrated Fund aims to provide investors with strong returns over the long term, by investing in a concentrated portfolio (typically between 25 and 35 securities) of Australian securities listed, or about to be listed, on the Australian Securities Exchange.

Direct Investment

APIR code AMP1821AU
Investment objective 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.
Investment approach The Fund primarily invests in Australian securities listed, or about to be listed, on the ASX which we believe will outperform the market. Whilst the Fund is not restricted in the sectors in which it invests, the portfolio is concentrated, that is, the Fund invests in only a small number of securities and typically holds between 25 and 35 positions, with the aim of gaining from outperformance or an increase in share price. We implement a research driven process which, combined with active management, enables the investment team to build a concentrated portfolio that takes advantage of market opportunities as they arise.
Min. suggested timeframe 5 to 7 years
Dist. frequency Half yearly
Inception date 23 May 2012
Minimum investment A$ 10,000 - Personal Investor/Off-platform Class H
Risk level (1 - 7) 6. High
Status Open

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.

Unit prices

Buy
1.41163
Sell
1.40599
Effective date 28 Sep 2016

Performance reports

Investment Value AUD ($'000) Performance Report
Archived
View report

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

Issuer and responsible entity: AMP Capital Funds Management Limited ABN 15 159 557 721, AFSL 426455. AMP Capital Funds Management Ltd is a member of the AMP Group which includes AMP Capital Investors Limited ABN 59 001 777 591, ASFL 232497 ("AMP Capital", "we" or "us").

AMP Capital’s Wholesale Australian Share Fund provides investors with access to a portfolio of securities listed on the Australian Securities Exchange.

Exposure is achieved through two underlying funds, the AMP Capital Equity Fund and the Enhanced Index Share Fund, both of which are managed by us.

The portfolio’s diversification comes primarily through investment across a range of industries and companies and is further enhanced by our combined approach to selecting and realising investments for the fund.

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

Issuer and responsible entity: AMP Capital Funds Management Limited ABN 15 159 557 721, AFSL 426455. AMP Capital Funds Management Ltd is a member of the AMP Group which includes AMP Capital Investors Limited ABN 59 001 777 591, ASFL 232497 ("AMP Capital", "we" or "us").

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.