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.
||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.
||The Fund is actively managed which enables the investment team to act where they have a high conviction in the performance potential of selected companies. Considering companies for inclusion in the Fund’s portfolio involves identifying companies based on our assessment of selected companies on multiple key criteria including earnings outlook, company quality, quantitative factors, valuation and other criteria. In constructing a concentrated portfolio that typically holds between 25 and 35 securities, we implement a research driven process underpinned by our investment philosophy of earnings being a key driver of share prices, allowing the portfolio manager to identify investment opportunities across the market and for high conviction investment decisions to be expressed in a concentrated portfolio.
|Min. suggested timeframe
||23 May 2012
||A$ 10,000 - Personal Investor/Off-platform Class H
|Risk level (1 - 7)
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.
Effective date 27 Jun 2017
Investment Value AUD ($'000)
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.