AMP Capital Global Property Securities Fund

The next property boom may be offshore. Don’t miss the boat.

The AMP Capital Global Property Securities Fund takes you where property gets hotter by the minute – offshore. The Fund aims to generate medium to high returns over the long term by investing in listed property trusts in Australia and Real Estate Investment Trusts (REITs) and property securities companies in North America, Europe and Asia.

Fund returns

To find the latest information about how the fund is performing, visit our fund performance pages.

Reasons to invest

• Comprehensive local knowledge and investment expertise across a wide range of property sectors, stocks and regions.

• A hands-on approach to stock picking and decision-making from portfolio managers on the ground in Sydney, Chicago, London and Singapore.

• With over $6.6 billion* under management, we are one of the world leaders in managing global property securities and pioneers in offering global listed property to the wholesale Australian market over four years ago.

• Fully hedged – we hedge exposure to international investments with the aim of minimising the impact of currency fluctuations on your investment returns.

* As at 31 March 2007

How we choose property investments

Global listed property can provide you with a greater variety of investment opportunities not available locally. On stock numbers alone, the global universe has around 400 stocks versus 40 in the Australian listed property market. You will also have access to a variety of sectors overseas including institutional grade residential, hotels, aged care and healthcare sectors in addition to retail, office and commercial sectors.

We believe the most effective way to tap into these opportunities is to apply an integrated investment approach.

Move your mouse over the diagram below to view more details on our investment process.

Fund facts

Fund objective	The Fund aims to provide medium to high returns, with a level of volatility over the longer term (more than five years)
Benchmark	UBS Global Real Estate Investors Index – a sub-index of the EPRA/NAREIT Global Real Estate Index, whose major sectors include retail, offices, industrial and residential, incorporating companies that source the majority of their revenue from rental income.
Risk level	High
Suggested time frame	Minimum 5 years
Minimum investment	$30,000
Management costs	1.2716% of gross assets (includes any management fees charged by the underlying managers)
Distribution frequency	Quarterly
Inception date	10 April 2006 (for Class H)
Status	Open for new investment

 

IMPORTANT: To invest in the Fund, you’ll 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.

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