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AMP Capital Wholesale Australian Bond Fund

The AMP Capital Wholesale Australian Bond Fund acts as a diversifier to investors who have a growth allocation to shares. The fund provides investors with a blend of quality fixed income assets that aim to provide the benefits of income generation and capital preservation.

Why invest in the fund?

Tends to provide defensive qualities to a portfolio when growth assets are delivering negative returns

Tends to provide defensive qualities to a portfolio when growth assets are delivering negative returns

Aims to limit the risk of capital loss by actively managing duration.

Aims to deliver a stable income stream

Aims to deliver a stable income stream

Provides exposure via a well-diversified combination of government and semi-government bonds and also investment grade rated corporate bonds.

Capitalise on high quality debt of Australian Government and corporates

Capitalise on high quality debt of Australian Government and corporates

Australia has a ‘AAA’ credit rating from all three of the main credit rating agencies. The majority of corporate bonds held are investment grade rated.

Take advantage of AMP Capital’s major presence in the Australian fixed income market

Take advantage of AMP Capital’s major presence in the Australian fixed income market

We have a continuous track record of more than 40 years in the fixed income market, and our investment managers have a depth of experience across government and corporate bond sectors.

What are the key risks?

The key risks of the fund relate to interest rates, credit and derivatives.

Prospective investors should refer to the Offer Memorandum and consider factors relating to investment risks. As a result of risk factors, as well as other risks inherent in any investment, an investment in the fund is not appropriate for all investors. There can be no assurance that the fund will meet its investment objective or that investors will receive a return of their capital. Prospective investors should consult with their own advisors before deciding to invest in the fund.

The team

Simon Warner
Head of Global Fixed Income
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Simon Warner
Head of Global Fixed Income
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Simon Warner was appointed to the position of Head of Global Fixed Income in February 2014. In this capacity he is responsible for the management of AMP Capital’s active fixed income strategies including macro markets, credit markets, commercial lending and protected growth, managing over 25 investment professionals across Australia, New Zealand, Hong Kong and the US

Previously, Mr Warner headed up the Macro Markets team within Fixed Income, and was responsible for managing active macro management investment processes in duration, currencies, and semi and swap spreads across multi-billion dollar assets and portfolios. Mr Warner also led the development of new strategies to manage global rates and credit sectors. Prior to joining AMP Capital in March 2007, Mr Warner was employed by JPMorgan Chase, most recently as Australasian Chief Investment Officer based in Singapore. He previously held investment management roles at JPMorgan in Sydney and London where he focused on managing risk across money markets, bonds, swaps, currencies and equities.

Mr Warner holds a Master of Science in Economics from the London School of Economics. He also holds a Global Executive Master of Business Administration completed through the London School of Economics, New York University and HEC Paris.

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