AMP Capital Core Property Fund

One fund, many properties

The AMP Capital Core Property Fund brings together a blend of hard-to-access blue-chip commercial properties, global listed property securities and Australian listed property trusts – a single property solution for your investment portfolio. The AMP Capital Core Property Fund seeks to give you the opportunity for steady income and capital growth with low volatility of returns.

Fund Returns

Fund performance compared to its benchmark as at 31 December 2007*

Past performance is not a reliable indicator of future performance.

* Source: AMP Capital Investors. Returns are for the Fund’s H Class units, which are available to retail investors. All returns shown are before tax, after H Class fees and costs, and assume income is reinvested. Performance is annualised for periods greater than one year.

** The benchmark is the weighted return of the Mercer Unlisted Property Index (50%), the S&P/ASX 300 Property Accumulation Index (25%) and the UBS Global Real Estate Investors Index (25%).

Reasons to invest

• The potential for consistent, stable income and capital growth.

• Access to an established portfolio of high quality direct properties including prime Australian retail and office assets.

• Access to the scale and resources of AMP Capital, one of the largest direct property managers in the Asia Pacific region managing over $15.6 billion* with extensive property investment experience.

• Higher liquidity than investing only in direct property.

How we choose property investments

We manage the AMP Capital Core Property Fund with the aim of generating both income and capital growth.

To achieve this, we invest in a portfolio of listed and unlisted property securities in Australia and overseas, managed  by regional property specialists in Australia, Europe and North America. Our choices are designed to be well-diversified geographically and by property type, offering a variety of sectors such as office, retail shopping centres, industrial and even residential dwellings. Our reasoning is that combining different types of property assets can produce a better risk and return outcome than by investing in a single type of property investment.

Move your mouse over the diagram below to view more details on why we invest in the below.

Fund facts

Fund objective	The Fund aims to provide steady income and capital growth, with low volatility of returns
Benchmark	Composite benchmark incorporating the: S&P/ASX 300 Property Accumulation Index; UBS Warburg Global Real Estate Investors Index; and Mercer Unlisted Property Index.
Risk level	Medium
Suggested time frame	Minimum 5 years
Minimum investment	$30,000
Management costs	1.4% pa of gross assets
Distribution frequency	Quarterly
Inception date	10 April 2006
Status	Open for new investment

 

IMPORTANT: To invest in the Fund, you will need to obtain the current Product Disclosure Statement (PDS) for the Fund.  The PDS contains important information about investing in the Fund and it’s important you read the PDS before making a decision about whether to acquire, continue to hold or dispose of units in the Fund.

Permanent Investment Management Limited [ABN 45 003 278 831] [AFSL 235150], being the Responsible Entity of the Core Property Fund and the issuer of the PDS dated 12 April 2006, has not prepared this information and makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts.

The information on this website does not take into account an investor's personal objectives, needs or financial situation. We suggest investors consider professional financial advice before investing.