How the fund works
Asset markets are not efficient, but rather move in longer term secular cycles and medium term business cycles that create opportunities for allocation between major asset classes to enhance return.
The AMP Capital Dynamic Markets Fund is a contemporary diversified fund that aims to take advantage of these opportunities by negotiating cyclical ebbs and flows.
The fund leverages the expertise of the Investment Strategy and Economics team, who specialise in market and macro views and is responsible for determining the asset allocation for the Fund. The team analyse medium term indicators over the economic cycle combined with drivers of longer term asset class returns in order seek to determine the optimal investment mix.
How does the fund meet investor needs?
Seeks to provide diversified exposure to a range of growth and defensive asset classes.
Relatively unconstrained ability to dynamically adjust the investment mix in order to negotiate the peaks and troughs of the business cycle.
Access to the asset allocation expertise and market insights of AMP Capital’s Investment Strategy and Economics team
What are the key risks associated with the fund?
Risks specific to the fund include the risks of investing in share markets, property, alternative assets and international markets. There are also risks associated with liquidity, derivatives, asset allocation, gearing, interest rates, counterparty default and short selling. Please refer to the fund’s Information Memorandum for more information.
||The Fund aims to provide a total return (income and capital growth) before costs and before tax, of 4.5% pa above inflation, the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean (published on www.rba.gov.au), on a rolling 5 year basis.
|Minimum suggested timeframe
23 February 2012
- Personal Investor/Off-platform Class H
|Risk level (1 - 7)
||5. Medium to High
||CPI Trimmed Mean Benchmark + 4.5% in AUD
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.
How to invest
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the AMP Capital Dynamic Markets 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.