In a volatile environment, fund managers generally become more risk-averse. As such, they tend to take a less active approach and consequently, their ability to outperform the market has diminished. We’ve designed the AMP Capital Australian Equity Concentrated Fund for investors seeking an actively managed fund that we believe is structured to perform well in all market environments and contribute to long-term growth.
"We focus on picking the the right stocks at the right time in the market cycle. Getting the earnings right and ahead of the market is key to generating strong returns and preserving our customers' capital."
Michael Price, Head of Australian Equities
The Fund invests in companies that are listed on the Australian Stock Exchange. This means that the Fund will be affected by any risks associated with these companies, such as how they perform, their strategy, management, how sustainable their earnings are, and other factors that affect the value and performance of a company. Being listed on a stock market also means that the value of the share prices for these companies can move up and down significantly because of market sentiment, world and economic events, and other types of information that can move markets.
Risks of the Fund may include or be associated with: investment management, concentration, derivatives, liquidity, sector, securities lending. Please refer to the Fund's Product Disclosure Statement for more information. Before choosing to invest in the Fund, investors should read the Product Disclosure Statement and Incorporated Information, and consider factors such as the likely investment return, the risks of investing and their investment timeframe.
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.
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Australian Equity Concentrated Fund and the issuer of the units in the Fund. To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). The PDS contains important information about investing in the Fund and it is important that investors read the PDS before making a decision about whether to acquire, or continue to hold or dispose of 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 information. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this information, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content 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 this information, and seek professional advice, having regard to their objectives, financial situation and needs.