AMP Capital Small Companies Fund

Real investment opportunity comes from knowing where to look…. and getting there early

Investors and analysts usually focus on the top 50 companies – the ones that represent around two thirds of the capitalisation of the All Ords. But hidden among the 450-odd smaller listed companies are a handful of future leaders that often remain undiscovered until their big growth opportunity has passed. The AMP Capital Small Companies Fund aims to provide you with long term capital growth by investing primarily in a diversified portfolio of small companies listed on the Australian Securities Exchange.

Fund performance

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

Reasons to invest

• Access to new and fast growing industries such as childcare, aged care, education and recruitment.
• Potential for strong capital growth by taking advantage of under-researched, undervalued companies that focus on effective capital management.
• Extensive company research drawing on the resources of AMP Capital’s strong share investment teams that manage over $26 billion*, with expertise gained over 20 years.
• Our size and experience means we can move quickly to access new floats and exploit emerging investment opportunities

*As at 31 March 2007

How we choose small companies

Our approach to investing focuses on four key areas. Move your mouse over a box to find out more.

Fund facts

Fund objective	The Fund aims to provide long term capital growth, after costs and before tax.
Benchmark	S&P/ASX Small Ordinaries Accumulation Index
Investment manager	AMP Capital Investors
Risk level	Medium to high
Suggested time frame	5 to 7 years
Minimum investment	$30,000
Contribution fee	Nil contribution fee*
Withdrawal fee	Nil withdrawal fee
Management costs	1.3227% p.a of gross assets
Distribution frequency	Half-yearly
Inception date	19 June 2006
Status	Open for new investment

* When you invest directly with AMP Capital Investors.

 

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.