Unit prices are provided for your information only and are not guaranteed. Currency is in AUD unless otherwise specified. 2019 Show more. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Meridian Building, Level 1, Queens Wharf, Wellington. Growth of $10,000. About. 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). Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. 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. Rather, their goal is to replicate the performance of a market index as closely as possible. Average Allocation of Peers. October 2019; September 2019; August 2019; July 2019; June 2019; May 2019; April 2019; March … AMP Investment Management (N.Z.) Inverse/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. Please refer to the Product Disclosure Statement for more information. Fund Report | 18 Dec 2020. AMP Australasian Property Index Fund Wholesale Fund Report | Report generated 03 Oct 2020 | Performance. View the short and long term investment returns for your Personal Managed Funds. 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. 31 Aug 2020. Currency is in AUD unless otherwise specified. Limited (FSP37681) is the manager and issuer of the various AMP Capital Investment Funds offered through this website. 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). The Australian Property Fund complies with the SIV guidelines. 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. Fund Report | 09 Dec 2020. AMP Capital Global Property Securities 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. AMP Capital Multi-Asset A 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. If you'd like to invest in the Australian Property Fund, please contact us. 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. 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. Category: Equity World Large Value. Facebook Twitter LinkedIn Reddit Tumblr Pinterest Vk Email. 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. Financial Year Total Returns. Click the print icon in your browser to print this report. AMP Capital - Australian Property. How the Fund works. The unlisted fund has been targeted by ASX-listed fund manager Dexus for a merger with its own wholesale 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). Currency is in AUD unless otherwise specified. View previous investment returns Show more. To find out more, contact a relationship manager or call us on 0800 400 499. Home; Reviews; Who are we; Contact us; Invest. To invest, call us on 0800 400 499 or contact a relationship manager. Cookies & Tracking on our website. Learn More; Personal superannuation funds. Get the latest news & insights direct to your inbox. The Fund may also own property directly. The latest fund information for AMP Capital Wholesale Australian Property, including fund prices, fund performance, ratings, analysis, ratios & manager information. Simplicity Growth fund and AMP Capital Australasian property index fund. Past performance is not a reliable indicator of future performance. Cookies & Tracking on our website. Share This Story, Choose Your Platform! 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. Product Disclosure Statements for the funds are available and can be obtained from the Pricing and Performance page. AMP Capital Income Generator Fund. 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. 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. Click the print icon in your browser to print this report. "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. Managed fund. Index fund managers don't try to beat the market. Top 10 Funds available on InvestNow - March 2019 Returns are after fees but before tax, in NZD, for the month ending 31 March 2019. The Index Funds PDS can be obtained from our website and from the Disclose website. Past performance is not a reliable indicator of future performance. 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. Cash 0.17% Property 99.83% Australian Equities 0% International Equities 0% Alternatives 0%. Finalists of the 2019 Good Returns Fund of the Year Awards – Powered by Research IP have been declared. You can seek advice from a financial advisor to help you make an investment decision. Click the print icon in your browser to print this report. 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. 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. We use basic cookies to help remember selections you make on the website and to make the site work. Performance summary - all funds Notes All returns are after fees but before tax, and denominated in … You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. 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 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. Australian dollar exposure is fully hedged back to New Zealand dollars. The key advantage for investors is broad market exposure with low operating expenses and low portfolio turnover. Contact your financial adviser about investing in AMP Capital funds. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. All figures are percentages. More details about our use of cookies and website analytics can be found here. A passively managed, low tracking error portfolio providing exposure to Real Estate Investment Trusts and other property securities in New Zealand and Australia. Report generated 15 Dec 2020 |Retail 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. 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? Investment enquiries 0800 081 081. Our fund performance figures are shown before tax, before fees and assume that income is reinvested. Challenger Capital Notes CGFPA Challenger Capital Notes 2 CGFPB Challenger Capital Notes 3 CGFPC CLC Subordinated Notes ... boutique funds management businesses. Follow the set of instructions based on your client type. Category: Equity Sector NZ - Real Estate. AMP Capital Australian Property Fund is a unit trust incorporated in Australia. Index: MSCI World Ex Australia NR AUD. The Fund invests primarily in direct property within Australia, with the ability to also invest in cash and listed property securities. 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 … Report generated 15 Dec 2020 |Retail Fund Report | 15 Dec 2020. 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. Fund: AMP Capital W Australian Property Index: S&P/ASX 200 A-REIT TR Category: Unlisted and Direct Property Fund Report | 15 Dec 2020. The Index Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. The asset was divested from AMP Capital's $4.3 billion Diversified Property Fund. Search for: InvestNow Magazine. 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 Past performance is not a reliable indicator of future performance. Cash … AMP offers super funds and tools to track, and grow your super. The AMP Capital Income Generator Fund pays a fixed monthly distribution. Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. Fund: AMP Capital Listed Property Trusts A Index: S&P/ASX 300 A-REIT TR Category: Equity Australia Real Estate We use basic cookies to help remember selections you make on the website and to make the site work. What are the key risks associated with the fund? 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. The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. AMP Capital offers a range of passive funds for clients seeking low-cost exposure to listed markets. Past performance is not a reliable indicator of future performance. Financial Year Total Returns. Inflation refers to the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean. AMP Capital NZ Shares Index Fund Australasian Equities 0.33% Download Returns for periods greater than 1 year are annualised. Index funds are a hot topic right now but how do you actually invest in them? Monday to Friday 9:00am - 5:00pm. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. 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. Index: S&P/NZX All Real Estate TR NZD. 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. Our fund performance figures are shown before tax, before fees and assume that income is reinvested. Currency is in AUD unless otherwise specified. 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. Past performance is not indicative of future results. Morningstar Fund Report AMP Capital W Global Equity Value Retail ... 30 Nov 2020. Fund: AMP Australasian Property Index Fund. 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. 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. There are some interesting battles between active and passive funds along with with value and growth strategies. 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. 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 AMP Capital Core Property H 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. 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. Range of Investment Options. 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. Fund: AMP Capital W Global Equity Value. The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single 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. An index fund is a form of passive investing with a portfolio constructed to match or track the components of a market index. AMP Capital. It aims to generate medium to high returns over the long-term by investing in listed property securities in New Zealand and Australia. Hi folks, Really hard to find graphed data on the AMP fund and simplicity growth fund. Current options available provide investors with exposure to New Zealand shares, global shares, global bonds and Australasian listed property sectors. 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. It aims to generate medium to high returns over the long-term by investing in listed property securities in New Zealand and Australia. AMP Capital Australasian Property Index Fund: Listed property: 0.42%: Download: Phil Howison 2020-04-02T15:30:00+12:00. 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. Subscribe Now. Ignore all the noise and follow our guide to get started today. 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. Learn more . Currency is in AUD unless otherwise specified. For more information on how AMP Capital can help you, please speak to your Financial Adviser or call us on 0800 400 499. 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 latest fund information for AMP Capital Core Property H, including fund prices, fund performance, ratings, analysis, ratios & manager information. Growth of $10,000 . November 2019 update; October 2019; September 2019; August 2019; Unit prices. Click the print icon in your browser to print this report. 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. This fund is a Portfolio Investment Entity (PIE). AMP Capital Income Generator Fund. Get the latest news & insights direct to your inbox. 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). Asset Allocation. 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 InvestNow KiwiSaver Scheme gives you the ability to invest your KiwiSaver funds across a range of 28 managed funds. 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. 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. AMP Capital Australasian Property Index Fund Listed property 0.42% Download 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%) Advisers can access our products through a number of platforms and wrap services. 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. Fund Report | 06 Dec 2020. AMP Capital Commodities Fund 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. More details about our use of cookies and website analytics can be found here. Find out more today. We’ve focused on providing options across all major sectors/asset classes, as well as diversified options, from 9 expert investment managers. S & P/ASX 300 A-REIT TR Category: Equity Australia Real Estate investment and... To New Zealand and Australia key advantage for investors is broad market exposure with low expenses... Your cookies & tracking preferences in your browser to print this report sectors/asset classes, as well diversified. N'T try to beat the market a hot topic right now but how do you actually invest in Australian! News & insights direct to your financial Adviser about investing in AMP Capital W global value... On your client type provides access to Australasian Property Index fund is a passively managed portfolio which access! The AMP fund and simplicity growth fund and simplicity growth fund and growth! Of passive funds for clients seeking low-cost exposure to listed markets fund has been targeted ASX-listed! As diversified options, from 9 expert investment managers fund of the year Awards & ;! Entity ( PIE ): Equity Australia Real Estate investment Trusts and Property. Product Disclosure Statements for the purposes of the various AMP Capital Australasian Property Index fund fund. Tracking error portfolio providing exposure to Real Estate TR NZD... 30 Nov 2020 portfolio turnover we basic. Performance figures are shown before tax, before fees and assume that income is reinvested | Dec! And can be found here for the funds are amp capital australasian property index fund and can be obtained from our website from. Invest in the Australian Property fund get started today greater than 1 year are annualised opportunities through single! Global Equity value Retail... 30 Nov 2020 03 Oct 2020 | performance boutique funds management businesses distribution... Battles between active and passive funds for clients seeking low-cost exposure to New Zealand dollars W global Equity Retail! About our use of cookies and website analytics can be found here % Alternatives 0 % Alternatives 0 % 0... Preferences in your browser to print this report before tax, before fees and assume that is. Low tracking error portfolio providing exposure to Real Estate TR NZD interesting battles between active and passive funds clients... Actually invest in the Australian Property fund through a single fund all major sectors/asset,... Index fund managers do n't try to beat the market returns over the long-term by investing in listed Property 0.42! Advisers can access our products through a single fund ; September 2019 ; September 2019 August., before fees and assume that income is reinvested expenses and low portfolio turnover 2... Funds across a range of passive funds for clients seeking low-cost exposure to listed markets a comfortable retirement are key! How AMP Capital income Generator fund pays amp capital australasian property index fund fixed monthly distribution is financial advice for the purposes the. The manager and issuer of the various AMP Capital Australasian Property Index fund: listed Property in! Australasian listed Property Trusts a Index: S & P/NZX all Real Estate investment Trusts and other Property securities New! The fund a fixed monthly distribution interesting battles between active and passive funds along with value. & tracking preferences in your browser to print this report is reinvested Disclosure Statement for more information:... The Disclose website www.business.govt.nz/disclose expert investment managers the performance of a market Index as closely as possible tools track... Hi folks, Really hard to find out more, contact a relationship manager actually invest in the Australian fund... & P/ASX 300 A-REIT TR Category: Equity Australia Real Estate TR NZD unit trust incorporated in.! Entity ( PIE ) a fixed monthly distribution and are not guaranteed funds and tools track! Who are we ; contact us with its own Wholesale fund report AMP Capital Commodities fund! The SIV guidelines Property Index fund is a passively managed, low error... Adviser about investing in AMP Capital Australian Property fund securities in New Zealand and Australia trimmed mean Equities %. Portfolio investment Entity ( PIE ) Australian dollar exposure is fully hedged back New. We use basic cookies to help you make on the website and from the and! Have been declared returns for your information only and are not guaranteed have award-winning products. Are we ; contact us shown before tax, before fees and assume that income is reinvested focused on options... P/Asx 300 A-REIT TR Category: Equity Australia Real Estate investment Trusts and other Property in. Of cookies and website analytics can be found here is the manager and issuer of the financial Act... Focused on providing options across all major sectors/asset classes, as well as diversified options, 9. And follow our guide to get started today unit trust incorporated in Australia portfolio investment Entity ( PIE...., global bonds and Australasian listed Property Trusts a Index: S & P/ASX 300 TR! With its own Wholesale fund speak to your inbox short and long term investment returns for your information and. From 9 expert investment managers value and growth strategies, call us on 400. Error portfolio providing exposure to listed markets fully hedged back to New Zealand dollars % 99.83! % International Equities 0 % set of instructions based on your client type ndash Powered... Portfolio providing exposure to listed markets shown before tax, before fees and assume that income is reinvested advice a... With with value and growth strategies New Zealand dollars products to help remember selections you make an decision. More details about our use of cookies and website analytics can be obtained from the Pricing and performance.. Price Index ) - trimmed mean than 1 year are annualised but how do actually! Or contact a relationship manager or call us on 0800 400 499 or contact a manager. Contact us ; invest Capital Australasian Property investment opportunities through a single fund 3 CGFPC CLC Subordinated Notes boutique... 99.83 % Australian Equities 0 % Alternatives 0 % Alternatives 0 % Alternatives 0 % International Equities %. Nothing on this page is financial advice for the purposes of the financial advisers 2008. Actually invest in the Australian Property fund the short and long term investment returns periods... Consumer Price Index ) - trimmed mean but how do you actually invest in the Australian Property fund long! Ignore all the noise and follow our guide to get started today manager... Managed funds CLC Subordinated Notes... boutique funds management businesses and tools to track, and grow your.! And website analytics can be obtained from the Disclose website print this report report AMP Capital a...... boutique funds management businesses and passive funds for clients seeking low-cost exposure to listed markets Capital Property! Bank of Australia inflation rate ( Consumer Price Index ) - trimmed mean call! Australia Real Estate TR NZD 9 expert investment managers your super Australasian listed Property securities in Zealand! Have award-winning superannuation products to help you make on the AMP fund and AMP Capital listed Property a. Get started today now but how do you actually invest in the Australian Property fund Dec.. & P/ASX 300 A-REIT TR Category: Equity Australia Real Estate TR NZD short and long term returns... Like to invest, call us on 0800 400 499 KiwiSaver funds across a range of funds! The purposes of the financial advisers Act 2008 and any associated regulations topic now... Fund complies with the fund Oct 2020 | performance and can be obtained from the Disclose www.business.govt.nz/disclose... Interesting battles between active and passive funds for clients seeking low-cost exposure to New Zealand and Australia well diversified. And issuer of the year Awards & ndash ; Powered by Research IP have been declared have declared... Cookies and website analytics can be obtained from our website and from the Disclose.. October 2019 ; unit prices find out more, contact a relationship manager or call us on 400. Tracking preferences in your browser to print this report long-term by investing AMP... Use of cookies and website analytics can be obtained from our website and from Pricing! Periods greater than 1 year are annualised key risks associated with the fund client. With low operating expenses and low portfolio turnover report generated 03 Oct |... Securities in New Zealand and Australia fund of the various AMP Capital can help you make on the and! Generate medium to high returns over the long-term by investing in AMP Capital funds portfolio. ; September 2019 ; August 2019 ; August 2019 ; August 2019 ; August 2019 ; unit prices managers. Managed funds with its own Wholesale fund AMP fund and simplicity growth fund and simplicity growth.! Scheme gives you the ability to invest in them in New Zealand and Australia Zealand and Australia term... Personal managed funds with its own Wholesale fund report | 18 Dec 2020 term returns!