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Listed Property Trusts Fund

The fund aims to provide income and capital growth by investing in a diversified portfolio of property securities listed on Australian Securities Exchange.

Why invest in the fund?

Diversification provides access to more investment opportunities

Diversification provides access to more investment opportunities

Investors benefit from a well diversified portfolio of property and property related securities in the Australian market. These investments provide the opportunity to take advantage of the strong performance of the Australian economy.

Liquidity provides the potential for greater income and capital growth

Liquidity provides the potential for greater income and capital growth

Investing in Australian Real Estate Investment Trusts provides greater liquidity than investing in direct property. The fund is able to make tactical movements to take advantage of market opportunities, providing the potential for greater income and capital growth.

Active management enables us to take advantage of opportunities in the market

Active management enables us to take advantage of opportunities in the market

By actively managing the fund, we are able to act on market opportunities as they arise and where we have a high conviction in the performance potential of specific companies or their listed securities.

What are the key risks?

Risks specific to property investments include illiquidity, as well as the risks of investing in property markets. In addition, the risks associated with interest rates, gearing and the cost of debt, derivatives, investment management, co-ownership of assets, fluctuations in rental income, rental demand and fund termination risks.

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

Mark Ferguson
Head of Australian Listed Real Estate
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Mark Ferguson
Head of Australian Listed Real Estate
BEc, MBus (Banking & Finance), GradDipFP, FINSIA
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Mark Ferguson joined AMP Capital in September 2005 and was appointed to the position of Head of Australian Listed Real Estate in March 2006. He is based in AMP Capital’s Sydney office and heads up the team responsible for the analysis of real estate securities in Australia. His primary research area is the Australian real estate investment trust market, including diversified, industrial and developers. In addition, he also covers the US and Canada. Mr Ferguson’s experience in the property investment industry dates back to 1994 and he has focused on Australian real estate securities since this time. Throughout his career Mr Ferguson has worked directly in Australian equities as well as in the banking sector where he gained a strong understanding of bank profitability drivers including margins, cost of funds and interest rate risk. Prior to joining AMP Capital, Mr Ferguson was a senior portfolio manager within Deutsche Asset Management’s Australian equities team for ten years, where his primary focus was on real estate securities. In this role Mr Ferguson also covered food, regional banks and gambling stocks. Mr Ferguson holds a Bachelor of Economics from Macquarie University, a Master of Business in Banking and Finance from the University of Technology, Sydney and a Graduate Diploma in Financial Planning from the Financial Services Institute of Australasia (FINSIA). He is also a member of FINSIA (non-financial).

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the AMP Capital Listed Property Trusts 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.