Sustainable Share Fund

The AMP Capital Sustainable Share Fund uses a sustainable approach to investing, integrating financial analysis with environmental, social and governance factors shaping companies' future growth prospects. The fund invests primarily in companies listed on the Australian Securities Exchange, with the aim of providing investors with competitive returns.

Key features

• access to our ‘Sustainable Alpha’ investment approach, which
  • seeks out the value in companies through their intangible assets, revealing a wider range of corporate growth drivers and risk factors
  • involves constructive engagement with managing directors and key staff to encourage them to improve the company’s social, environmental and governance performance

• the potential to deliver strong returns across a range of market conditions, through an investment style that blends value and growth characteristics

• exposure to the investment expertise of our specialist Sustainable Alpha team of portfolio managers and social/environmental research specialists

• access to AMP Capital’s experience as manager of one of the largest portfolios of investments with a sustainable focus in Australia
  
  

Fund facts

APIR code	AMP0450AU (Wholesale units)
Fund aim	To provide a total return (capital growth and income), after costs and before tax, above the Fund’s performance benchmark on a rolling 3 year basis.
Performance Benchmark	S&P/ASX 200 Accumulation Index
Risk level	High
Recommended investment timeframe	Minimum 5 to 7 years
Inception date	21 February 2001
Distributions	Six-monthly and can be paid in cash or re-invested in the fund
Minimum investment	A$10 Million
Buy/sell spread	0.50%
Management fee	0.7159% per annum of gross costs

 

For Further Information please contact our Client Service Team on:
Ph: 1800 658 404
Fax: 1800 630 066
Email: clientservices@ampcapital.com