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Responsible Investment Leaders Australian Share Fund

The Responsible Investment Leaders Australian Share Fund offers investors access to shares listed on the Australian Securities Exchange within a responsible investment framework. The investment objective is to provide a total return (income and capital growth) after costs and before tax, above the fund’s performance benchmark on a rolling five-year basis. The Responsible investment framework for the fund is outlined in the fund’s Ethics Charter, which provides the minimum environmental, social and governance requirements for the underlying managers.

How does the fund meet investor needs?

Diversification

Diversification

A diversified strategy that blends investment managers, with the objective of providing investors with competitive returns over a range of markets.

Access

Access

Access to specialist managers and responsible investment consultants within Australia.

Responsible investment

Responsible investment

A process that combines a stringent investment approach with a responsible investment philosophy, outlined in the fund’s Ethics Charter. An Ethics Committee fulfils an environmental, social and governance (ESG) oversight role for the fund.

Stringent process

Stringent process

Our active investment process includes detailed manager selection, determining the optimal manager mix and ongoing monitoring, with the goal of producing competitive returns

Expertise

Expertise

AMP Capital is Australia’s largest responsible investment manager*.

Engagement

Engagement

The investment team actively engages with its holdings or on ESG issues that have been identified by the Ethics Committee as of potential concern to fund members. Please refer to the latest Engagement Report for more information.

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 short selling and derivatives, liquidity risks and prime broker risks. Please refer to the fund’s Information Memorandum for more information.

*RIAA Benchmark Report, 2013

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the Responsible Investment Leaders 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.

 

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.