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AMP Capital Multi-Asset Fund

Select how you would like to invest

Do you want to grow your wealth steadily over time and potentially soften the impact of severe market falls?

We understand that many investors, particularly those nearing retirement, are looking for investment solutions that help them meet their personal and lifestyle goals. For some investors, this might include a short-term need to fund a holiday, or to purchase a new car.

By seeking to provide a return of 5.5% above inflation* (before fees) on a rolling 5 year basis, rather than outperforming a market index, the Multi-Asset Fund aims to provide an investment outcome which more closely matches investor needs. It also applies risk-mitigation strategies that aim to manage volatility within the fund, so investors are less likely to experience sharp declines in their wealth.

Find out how the Multi-Asset Fund can form part of a goals-based investment portfolio - read more.

*Inflation refers to the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean

"Markets can change often and abruptly. It’s important that we have the flexibility to adapt with them, so we can sell overpriced assets and buy underpriced assets."
Matthew Hopkins, Senior Portfolio Manager

A fund built with three key features

Dynamic asset allocation

Dynamic asset allocation

We actively negotiate the ups and downs of the investment market by using AMP Capital’s proprietary dynamic asset allocation process to adjust the mix of investments across asset classes. Markets can change often and abruptly; it’s important that we have the flexibility to adapt with them, so we can increase exposure to rising assets and reduce risk by avoiding or selling unattractive assets.

Using diverse strategies

Using diverse strategies

The Fund seeks to take the full benefit of diversification to smooth the investment journey. Our research teams and global partners provide access to high quality assets and strategies outside of traditional equity and fixed income markets.

Tail hedging

Tail hedging

We aim to cushion investors from bearing the full brunt of market falls. We use a tail hedging strategy, which involves buying assets that can rise in value when other assets are making a loss.

Risk management

We also have a strong focus on risk management, which is integrated throughout the investment process and ensures that the Fund is well diversified in terms of asset classes and manager strategy.

How does this fund fit into your portfolio?

This Fund may be suitable for those who:

Find out how the Multi-Asset Fund can form part of a goals-based investment portfolio - Read more

What are the risks?

Fund facts

APIR code AMP1686AU
Investment objective To provide a total return (income and capital growth) before costs and before tax, of 5.5% pa above inflation, on a rolling 5 year basis. Inflation refers to the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean.
Minimum suggested timeframe 5 years
Distribution frequency Quarterly
Inception date 28 March 2011
Minimum investment A$ 10,000 - Personal Investor/Off-platform Class H
Risk level (1 - 7) 4. Medium
Benchmark Investment objective target of 5.5% pa above inflation
Status Open
Investment objective To provide a total return (income and capital growth) before costs and before tax, of 5.5% pa above inflation, on a rolling 5 year basis. Inflation refers to the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean.
Minimum suggested timeframe 5 years
Distribution frequency Quarterly
Minimum investment A$ 10,000 - R unit class
Risk level (1 - 7) 4. Medium
Benchmark Investment objective target of 5.5% pa above inflation

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

2
Getting started online

Supporting material
3
Complete the application

Apply online
or
Download form
and
Complete identification requirements*

* New customers only


2
View a list of online brokers

Visit the ASX
3
Make note of the ASX mFund code in order to invest on the ASX site

ACA05

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Multi-Asset 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.

 

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.