AMP Capital Sustainable Share Fund

Looking beyond traditional indicators of corporate success

With an increasing global focus on sustainability, we believe that companies which are proactive in taking environmental, social and governance factors into account are well positioned for future growth.  The AMP Capital Sustainable Share Fund uses a sustainable approach to investing, integrating financial analysis with environmental, social and governance factors shaping companies’ future growth prospects.

Fund returns

To find out the latest performance for the AMP Capital Sustainable Share Fund, view our fund profile.

Reasons to invest

• With a five year-plus track record, our Sustainable Alpha approach integrates environmental, social and governance factors with financial measures to gain deeper insights into a company’s intangible assets and subsequently uncover its true value.
• The potential to deliver strong returns through growth and value cycles via a dedicated, in-house team of portfolio managers and social/environmental research specialists.
• We manage one of the largest portfolios of investments with a sustainable focus in Australia - around $2.18 billion for this Fund alone (as at 31 March 2008).
• We adopt a ‘constructive engagement’ process that involves meetings with managing directors and key staff, to encourage companies that we invest in to improve their social, environmental and governance practices.

How we choose sustainable investments

AMP Capital's Sustainable Alpha investment process aims for strong returns over the long term by seeking out the hidden value in companies. To do this we research their intangible assets, such as quality of customer and employee relationships and commitment to environmental sustainability, and combine these findings with traditional financial analysis.

In the same way that most of an iceberg is hidden under water, our research into the top 100 companies listed on the Australian Securities Exchange shows that over 75% of company value is made up of intangible assets*. Intangible assets are unlike tangible assets such as plant and equipment that can be valued relatively easily by investors. Companies that manage their intangibles effectively have the potential to provide better returns to their shareholders.

* Source: AMP Capital Investors 2006

Move your mouse over the diagram below to view the factors.

The Sustainable Alpha process is a disciplined one. The steps include:

• Quantitative review of stocks on a range of financial measures.
• Deeper levels of research into areas such as industry structure, managerial capability and long term trends.
• Ranking of company performance on measures of sustainability, environmental and social responsibility and corporate governance by our in-house research specialists.
• Portfolio construction to comprise a diverse yet focused portfolio that aims for above market returns.
  

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
Risk level	Medium to high
Suggested time frame	Minimum 5 to 7 years
Initial minimum investment	$30,000
Management costs	1.45% p.a of gross assets
Distribution frequency	Half yearly
Inception date	4 April 2007
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.

The information on this website has been prepared for the purpose of providing general information and does not take into account an investor’s personal objectives, needs or financial situation. You should, before making any investment decisions, consider the appropriateness of this information and we suggest you seek professional advice, having regard to your objectives, financial situation and needs. AMP Capital is the responsible entity of the Fund and the issuer of the PDS for the Fund.