The Index Funds PDS can be obtained from our website and from the Disclose website. Fund: AMP Capital W Australian Property Index: S&P/ASX 200 A-REIT TR Category: Unlisted and Direct Property Past performance is not a reliable indicator of future performance. Currency is in AUD unless otherwise specified. What are the key risks associated with the fund? Investment enquiries 0800 081 081. But would one be correct in assuming that that even though the simplicity fund is multi sector (mostly equities) that these two funds would have a negative correlation? 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. Inflation refers to the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean. Report generated 15 Dec 2020 |Retail Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. Currency is in AUD unless otherwise specified. Click the print icon in your browser to print this report. The Fund invests primarily in direct property within Australia, with the ability to also invest in cash and listed property securities. AMP Capital Australian Property Fund is a unit trust incorporated in Australia. Index fund managers don't try to beat the market. Past performance is not indicative of future results. The Wholesale Australian Property Fund generally targets assets which have high occupancy rates and stable income streams underpinned by leases to long term, secure commercial tenants. Share This Story, Choose Your Platform! Fund Report | 18 Dec 2020. Fund Report | 15 Dec 2020. The Australasian Property Index Fund aims to provide you with an opportunity to participate in a passively managed low tracking error portfolio tracking the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. AMP have award-winning superannuation products to help you live a comfortable retirement. For more information on how AMP Capital can help you, please speak to your Financial Adviser or call us on 0800 400 499. The portfolio is designed taking into account the real estate cycle, regional characteristics, investment opportunities and the liquidity profile of the Fund and its investments. The asset was divested from AMP Capital's $4.3 billion Diversified Property Fund. Past performance is not a reliable indicator of future performance. Neither AMP Capital, NMFM 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. Subscribe Now. Advisers can access our products through a number of platforms and wrap services. AMP Capital - Australian Property. AMP Capital Australasian Property Index Fund Listed property 0.42% Download Cash 0.17% Property 99.83% Australian Equities 0% International Equities 0% Alternatives 0%. Another offering is the SPDR S&P/ASX200 Listed Property Fund (SLF), which tracks the S&P/ASX 200 A-REIT index – a benchmark of about 20 mostly large-cap Australian-listed property companies. AMP offers super funds and tools to track, and grow your super. You can seek advice from a financial advisor to help you make an investment decision. Performance summary - all funds Notes All returns are after fees but before tax, and denominated in … AMP Capital. Market index (S&P/ASX 200 A-REIT TR) Total return-0.37: 5.88: 12.37-17.97: 0.68: 2.83: 4.47: 9.55: As as 31 Oct 2020. Cookies & Tracking on our website. Simplicity Growth fund and AMP Capital Australasian property index fund. 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. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. 31 Aug 2020. The Wholesale Australian Property Fund primarily invests in direct property and may also invest in Australian listed property securities, and cash to assist in managing its return profile and liquidity. Neither AMP Capital Investors (New Zealand) Limited 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. 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). Home; Reviews; Who are we; Contact us; Invest. How the Fund works. The latest fund information for AMP Capital Core Property H, including fund prices, fund performance, ratings, analysis, ratios & manager information. October Fund Performance: Index Funds on InvestNow Report Type: 1m performance Report Period: 1m period ending 31/10/2019 AMP Capital All Country Global Shares Index Fund (2.38%) Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class (1.97%) Growth of $10,000 . To find out more, contact a relationship manager or call us on 0800 400 499. Contact your financial adviser about investing in AMP Capital funds. We use basic cookies to help remember selections you make on the website and to make the site work. Report generated 15 Dec 2020 |Retail AMP Capital Multi-Asset A Index funds are a hot topic right now but how do you actually invest in them? National Mutual Funds Management Ltd. (ABN 32 006 787 720, AFSL 234652) (NMFM) is the responsible entity of the Australian Property Fund (Fund) (ARSN 096 853 619) and the issuer of the units in the Fund. Click the print icon in your browser to print this report. The latest fund information for AMP Capital Core Property A, including fund prices, fund performance, ratings, analysis, ratios & manager information. Financial Year Total Returns. Every effort has been made to ensure the accuracy of this information, however, AMP Capital (New Zealand) Limited nor any other company in the AMP Group gives any warranty of reliability, or accuracy, nor accepts any responsibility arising in any way from errors or omissions. The Fund may also own property directly. National Mutual Funds Management Ltd. (ABN 32 006 787 720, AFSL 234652) (NMFM) is the responsible entity of the Australian Property Fund (Fund) (ARSN 096 853 619) 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). Financial Year Total Returns. "With few active managers in our A-REIT sector coverage adding more than 40 per cent active share in 2018, low-cost passive strategies like SLF are a good value proposition. Monday to Friday 9:00am - 5:00pm. Average Allocation of Peers. I have a small portion of my portfolio in the AMP Capital Australasian Property Index Fund and is the only one that has not yet recovered. Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. November 2019 update; October 2019; September 2019; August 2019; Unit prices. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. The AMP Capital Income Generator Fund pays a fixed monthly distribution. More details about our use of cookies and website analytics can be found here. The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. Please refer to the Product Disclosure Statement for more information. It aims to generate medium to high returns over the long-term by investing in listed property securities in New Zealand and Australia. Finalists of the 2019 Good Returns Fund of the Year Awards – Powered by Research IP have been declared. Morningstar Fund Report AMP Capital W Global Equity Value Retail ... 30 Nov 2020. Fund Report | 15 Dec 2020. Challenger Capital Notes CGFPA Challenger Capital Notes 2 CGFPB Challenger Capital Notes 3 CGFPC CLC Subordinated Notes ... boutique funds management businesses. Click the print icon in your browser to print this report. Our fund performance figures are shown before tax, before fees and assume that income is reinvested. Index: S&P/NZX All Real Estate TR NZD. There are some interesting battles between active and passive funds along with with value and growth strategies. We also use non-essential cookies, website tracking as well as analytics - so we can amongst other things, show which of our products and services may be relevant for you, and tailor marketing (if you have agreed to this). Past performance is not a reliable indicator of future performance. Australian dollar exposure is fully hedged back to New Zealand dollars. This is because the unit price will include as capital value an amount representing income that has accrued up to that time but not yet paid. The InvestNow KiwiSaver Scheme gives you the ability to invest your KiwiSaver funds across a range of 28 managed funds. Cash … The unlisted fund has been targeted by ASX-listed fund manager Dexus for a merger with its own wholesale fund. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. AMP Capital NZ Shares Index Fund Australasian Equities 0.33% Download Category: Equity World Large Value. The following funds pay a half-yearly distribution, calculated on or about 31 March and 30 September: AMP Capital All Country Global Shares Index Fund; AMP Capital Australasian Property Index Fund; AMP Capital Global Listed Infrastructure Fund Learn more . Fund Strategy The AMP Capital Multi-Asset Fund is a registered managed investment scheme which invests in a portfolio of assets diversified across asset classes, sources of returns (from different asset types) and investment managers. You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. The latest fund information for AMP Capital Wholesale Australian Property, including fund prices, fund performance, ratings, analysis, ratios & manager information. An index fund is a form of passive investing with a portfolio constructed to match or track the components of a market index. Fund: AMP Australasian Property Index Fund. AMP Capital Global Property Securities Range of Investment Options. Rather, their goal is to replicate the performance of a market index as closely as possible. Neither AMP Capital Investors (New Zealand) Limited 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. The Wholesale Australian Property Fund, established in 1985, aims to provide investors with income and long term capital growth, through investment in an established and diversified portfolio of Australian office, retail and industrial properties. Limited (FSP37681) is the manager and issuer of the various AMP Capital Investment Funds offered through this website. October 2019; September 2019; August 2019; July 2019; June 2019; May 2019; April 2019; March … About. Fund: AMP Capital W Global Equity Value. If you'd like to invest in the Australian Property Fund, please contact us. Get the latest news & insights direct to your inbox. AMP Capital Global Property Securities Fund Australasian Property Index Fund Direct real estate can act as an important cornerstone in a balanced portfolio, offering diversification benefits, access to regular income and returns that are not correlated to listed assets. All figures are percentages. The Australasian Property Index Fund aims to provide you with an opportunity to participate in a passively managed low tracking error portfolio tracking the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. It aims to generate medium to high returns over the long-term by investing in listed property securities in New Zealand and Australia. Learn More; Personal superannuation funds. We’ve focused on providing options across all major sectors/asset classes, as well as diversified options, from 9 expert investment managers. To generate income and capital growth on a rolling 3 year basis by investing in Australasian and US direct property and Australasian and global property securities. 10% AMP’s Australasian Property Index The allocations above would give me an exposure of 66.2% to International Equities, 17.8% to Australasian Equities, 5.4% to Fixed Interest, 0.6% to Cash, and 10% to property- with an overall fee of 0.39% , which is better than the current 0.67% I’m paying with Superlife to get a custom KiwiSaver Scheme. The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. AMP Australasian Property Index Fund Wholesale Fund Report | Report generated 03 Oct 2020 | Performance. Product Disclosure Statements for the funds are available and can be obtained from the Pricing and Performance page. AMP Capital Income Generator Fund. Hi folks, Really hard to find graphed data on the AMP fund and simplicity growth fund. View previous investment returns Show more. Past performance is not a reliable indicator of future performance. Managed fund. Fund Report | 06 Dec 2020. Ignore all the noise and follow our guide to get started today. Currency is in AUD unless otherwise specified. AMP Capital Core Property H Risk specific to the fund include property investments, share market investments, interest rates, gearing and the use of debt, derivatives, liquidity and fund termination risks. Current options available provide investors with exposure to New Zealand shares, global shares, global bonds and Australasian listed property sectors. We use basic cookies to help remember selections you make on the website and to make the site work. They are based on historical data and you should not rely on the above information as the basis for making any investment, financial or other decision as past unit prices are not a reliable indicator of future unit prices. The Australian Property Fund complies with the SIV guidelines. AMP Capital Commodities Fund Australian Property Index Fund Product Disclosure Statement 1 July 2019 APIR code NET0010AU ARSN 094 492 654 ... would otherwise be income being changed to a capital gain or a reduced capital loss. To generate income and capital growth on a rolling 3 year basis by investing in Australasian and US direct property and Australasian and global property securities. Click the print icon in your browser to print this report. Top 10 Funds available on InvestNow - March 2019 Returns are after fees but before tax, in NZD, for the month ending 31 March 2019. Unit prices are provided for your information only and are not guaranteed. To invest, call us on 0800 400 499 or contact a relationship manager. Category: Equity Sector NZ - Real Estate. National Mutual Funds Management Ltd. (ABN 32 006 787 720, AFSL 234652) (NMFM) is the responsible entity of the Wholesale Australian Property Fund ("the Fund") (ARSN 088 996 392) and the issuer of the units in the Fund. Fund Report | 09 Dec 2020. Our fund performance figures are shown before tax, before fees and assume that income is reinvested. Search for: InvestNow Magazine. Get the latest news & insights direct to your inbox. AMP Capital Income Generator Fund. Returns for periods greater than 1 year are annualised. Find out more today. Index: MSCI World Ex Australia NR AUD. Asset Allocation. AMP Investment Management (N.Z.) A passively managed, low tracking error portfolio providing exposure to Real Estate Investment Trusts and other property securities in New Zealand and Australia. 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. Currency is in AUD unless otherwise specified. Fund: AMP Capital Listed Property Trusts A Index: S&P/ASX 300 A-REIT TR Category: Equity Australia Real Estate AMP Capital Australasian Property Index Fund: Listed property: 0.42%: Download: Phil Howison 2020-04-02T15:30:00+12:00. The portfolio comprises listed property securities in New Zealand and Australia, either direct or through managed funds, with the objective of generating medium to high returns over the long term. Accurium Accurium provides services to self-managed superannuation funds (SMSFs) in, or transitioning to, the retirement phase of superannuation and are Australia's largest actuarial certificate provider. To provide a passively managed low tracking error portfolio managed against companies listed on the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. The key advantage for investors is broad market exposure with low operating expenses and low portfolio turnover. Wonder what anyone's thoughts on how property index funds, in general, would be in the next few years considering a number of companies will be downsizing due to the influx of remote working or closing their business altogether. 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 … Fund Name: AMP Capital - Wholesale Australian Property Responsible Entity: National Mutual Funds Management Limited: APIR Code: NML0001AU: Sector/Asset Class: Unlisted and Direct Property: Morningstar Rating (as at 28 Feb 2011) Legal Structure: Investment Fund: Fund Inception: 19 Feb 1985: Fund Size: $1867.75 million (as at 30 Jun 2020) Entry Price Growth of $10,000. This fund is a Portfolio Investment Entity (PIE). Investment is in a passively managed low tracking error portfolio managed against companies listed on the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index. Currency is in AUD unless otherwise specified. Cookies & Tracking on our website. The Australian Property Fund, established in 2001, aims to provide investors with income and long term capital growth, by holding a portfolio of property investments including units in the Wholesale Australian Property Fund, Australian listed property securities and cash. More details about our use of cookies and website analytics can be found here. The Index Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. Inverse/Negative correlation ? AMP Capital offers a range of passive funds for clients seeking low-cost exposure to listed markets. Neither AMP Capital Investors (New Zealand) Limited 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. The Wholesale Australian Property Fund is diversified via investment in properties with a range of performance and risk profiles, located in different markets throughout Australia. We also use non-essential cookies, website tracking as well as analytics - so we can amongst other things, show which of our products and services may be relevant for you, and tailor marketing (if you have agreed to this). 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. You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Meridian Building, Level 1, Queens Wharf, Wellington. Follow the set of instructions based on your client type. 2019 Show more. Facebook Twitter LinkedIn Reddit Tumblr Pinterest Vk Email. During the time it takes to process an application or redemption application, the unit price may vary and the actual unit prices applying to applications and redemptions may differ from those displayed in this section. View the short and long term investment returns for your Personal Managed Funds. Click the print icon in your browser to print this report. Replicate the performance of a market Index as closely as possible incorporated in Australia on 0800 499! Listed markets the print icon in your browser to print this report value and growth.... Operating expenses and low portfolio turnover of instructions based on your client type insights direct to inbox... Amp Capital income Generator fund pays a fixed monthly distribution how AMP Capital income Generator fund pays fixed. Managed, low tracking error portfolio providing exposure to New Zealand and Australia Howison 2020-04-02T15:30:00+12:00 our performance! 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