This pool is used to buy investments that are managed on behalf of all investors in the fund. Amp capital dynamic markets fund hedge fund product disclosure statement 2 important information the amp capital dynamic markets fund hedge fund the fund is a managed. Australian equities income portfolio australian equities income portfolio. Amp capital dynamic markets fund hedge fund product disclosure statement 2 important information the amp capital dynamic markets fund hedge fund the fund is a managed investment scheme structured as a unit trust and is registered under the corporations act 2001 cth, referred to in this pds as the corporations act. The amp future directions geared australia share fund is available on the amp flexible lifetime platform for investment, superannuation and pension.
In terms of australian listed equities amp capitals corporate governance guidelines articulate. Amp capital wholesale australian monthly income fund is a unit trust incorporated in australia. The pds should be read alongside the iml funds investment guide investment guide which forms part of the pds. Please refer to the product disclosure statement for the fund which is. It includes a number of references marked with a to other information in the information bookletwhich forms part of this pds. Diversification is achieved primarily through investment across a range of industries and issuers. Schroders is a bottomup, fundamental, active manager of australian equities, with an emphasis on stocks that are able to grow shareholder value in the long term. Select a product in the list below to view the latest pds updates. This product disclosure statement update, dated 9 march 2012 pds update updates information in the macquarie income opportunities fund product disclosure statement. 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. Portfolio construction and strategy, equities team management paul cofounded ausbil in 1997 as an australian equities house. Amp capital investment funds sorted smart investor. Group guarantees the performance of the fund or the repayment of capital from the fund or any particular rate of return. Amp capital global infrastructure securities fund unhedged exchange traded.
Fund strategy the fund is actively managed, investing primarily in australian government bonds and credit securities. Links for fund manager pdss hanmoore financial solutions. Sustainable fund delivers charttopping performance amid market turbulence equity funds have been hit hard in the covid19 selloff, but it is those that avoided underperforming commodityrelated companies, financials, and property fared the best. Schroders is a bottomup, fundamental, active manager of australian equities. Amp capital global property securities fund unhedged managed fund product disclosure statement 4 about amp capital amp capital is committed to delivering outstanding investment outcomes. Performance and unit prices amp multifund flexible. Applications from outside australia will not be accepted through the pds.
Investment objective, the fund aims to provide a total return income and. Global specialist series australian equities index fund product disclosure statement 20 december 2019 apir code net0001au arsn 094 491 853 this product disclosure statement pds is a summary of. You should consider the product disclosure statement before making a decision about a product. The amp capital core infrastructure fund referred to in this. Aims to deliver income as a primary driver of returns. To invest in our funds youll need to get a copy of the current product disclosure statement pds from amp capital. Benefits of investing in the lincoln australian income fund 4 4. Invests predominantly in direct property, and cash for liquidity purposes. Sustainable fund delivers charttopping performance amid market turbulence equity funds have been.
Contentsrepayment of capital, the performance of, or any rate of return of page. How the pimco income fund wholesale class works the fund is a registered managed investment scheme under the corporations act and is governed by the constitution. Start a 14day free trial to morningstar premium to unlock our take on iap. The schroder wholesale australian equity fund provides exposure to a range of quality stocks in australianew zealand. In the highly concentrated australian market this can give you mostly australian market exposure but with a greater. This product disclosure statement pds provides a summary of significant information relating to the state street australian equity fund arsn 9 341 978 the fund.
The plato global shares income fund is a longonly equity income fund that aims to maximise retirement income for pension phase investors and smsfs. Introduction of an enhanced environmental, social and governance esg framework. Amp capital australian equity income fund arsn 165 631 818. Quick start program trusted professionals financial services and credit. This means your money is pooled together with monies from other investors.
Plato australian shares income fund pays early distribution. The canstar managed fund star ratings are a way to help you find some of the best managed funds for features and pricing. Amp capital wholesale australian bond fund amp capital. Product disclosure statements for financial products offered through investsmart can be downloaded from this website or obtained by contacting 0 880 160. The fund aims to provide annual dividend income including franking credits above the dividend income of the performance benchmark. Investec australia property fund iap quote morningstar. The funds diversification strategy aims to provide investors with stable and consistent. Performance and unit prices amp multifund flexible income.
In the highly concentrated australian market this can give you mostly australian market exposure but with a greater opportunity to invest in companies globally which, determined by pm capitals demonstrated investment process, may be more attractive. The funds diversification strategy aims to provide investors with stable and consistent income through periods of economic change. Amp multifund flexible income plan future directions. Introduction to the dnr capital australian equities income portfolio. The fund currently invests in the amp capital equity fund, a fund managed by amp capital in australia. Disclosure statement pds and is wholly responsible for its contents. Fixed term income yes contact fund 84079300379 amp life limited amp0146au amp0146au amp guaranteed income. The fund aims to provide a regular and relatively high income stream with.
Start a 14day free trial to morningstar premium to unlock our take. From 1993 to 2002, paul hosted the popular channel 9 program money and now currently writes for newspapers across australia, is a frequent guest expert on australias major television networks and radio. Product disclosure statement bennelong funds management. The fund also aims to provide a total return including franking credits in excess of the overall performance benchmark on a rolling 5 year basis. Amp capital equity income generator fund shortform pds. Investment is diversified across a range of industries and sectors, with a focus on the largest 200 companies on the australian securities exchange. It also includes references to important information marked with a symbol, each of which forms part of this pds. This pds is intended only for use by persons investing through. This pds describes the main features of the cash account income fund the fund arsn 6 989 305. Schroder wholesale australian equity fund individuals. This fund provides access to a welldiversified, risk controlled portfolio of high quality companies. Australian equity income fund australian equity income fund the fund is managed with a view to offering investors longterm capital growth potential and a regular quarterly income stream, from a. Compare some of the top managed funds in australia using the star ratings comparison. The aim of the fund is to provide a competitive interest income return on a monthly basis while.
Inflation means the reserve bank of australia inflation rate consumer price index. Global specialist series australian equities index fund product disclosure statement 20 december 2019 apir code net0001au arsn 094 491 853 this product disclosure statement pds is a summary of significant information you need to make a decision about investing in the netwealth australian equities index fund. Paul has 37 years of investment experience and is regarded one of australias leading money experts. Pimco funds mfund pmf08 arsn 608 585 324 apir etl0458au. Direct investors in the plato australian shares income fund the fund may have noticed that they received an early distribution in september. Fund strategy the fund may invest up to 100% in australian securities listed, or about to be listed, on the asx. Amp capital global infrastructure securities fund betashares. Indirect costs are calculated and incorporate estimated amounts with reference to the relevant costs incurred during the previous financial year ended 30 june. The pds or prospectus does not constitute an offer or invitation in any jurisdiction other than in australia.
Amp capital australian income fund is a unit trust incorporated in australia. Fidelity australian equities fund fidelity australia. Fund objective to provide total returns income and capital growth after costs and before tax, above the funds performance benchmark on a rolling 12 month basis. Nikko am advantage australian share income fund pds and. For the avoidance of doubt, these products are not intended to be sold to us persons as defined under regulation s of the us federal securities laws. This product disclosure statement pds is a summary of the significant information relating to the investors mutual australian share fund fund arsn 093 182 695. The responsible investment certification program allows investors to. The responsible entity of the fund and issuer of this pds is amp capital funds management. Mar 31, 2020 the australian shares fund aims to provide you with high returns over the long term. The canstar managed fund star ratings are a way to help you find some of the best managed funds for features. This information is general financial product advice only and you should consider the relevant product disclosure statement. The australian equities income portfolio is designed for investors who are seeking a greater level of income and who can make use of franking credits. Click the print icon in your browser to print this report.
Amp capital ethical leaders conservative fund formerly. Amp sigs amp capital equity income generator factsheet. Amp capital wholesale australian property factsheet. Fund abn fund name usi spin product name contribution restrictions.
United nations environmental program finance initiative unep fi. The list of the relevent pdss for you will be listed in your statement of advice in the. The fund has an emphasis on producing stable monthly income that can grow. 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. The amp capital income generator fund pays a fixed monthly distribution. Investment is diversified across a range of industries and sectors, with a focus on the largest 200. This product disclosure statement update, dated 9 march 2012 pds update updates information in the macquarie income opportunities fund product disclosure statement dated 16 august 2010 pds. Amp capital specialist australian small companies fund. Amp capital specialist diversified fixed income fund. The fund aims to provide a competitive interest income return on a monthly basis while providing a stable unit price. Amp capital wholesale australian bond managed fund. The fund seeks to provide income and capital growth while managing risk. The fidelity australian equities fund was a finalist in the australian equities large caps sector at the professional plannerzenith investment partners fund awards. The australian shares fund aims to provide you with high returns over the long term.
Amp capital global property securities fund unhedged managed fund product disclosure statement 4 about amp capital amp capital is committed to delivering outstanding investment outcomes for clients with contemporary solutions in fixed income, equities, real estate, infrastructure and multiasset portfolios. By amp capital media team important notes while every care has been taken in the preparation of this information contained in this website, neither amp capital investors limited abn 59 001 777 591 afsl 232497 nor any member of the amp group make any representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. Amp capital future directions australian share class a. This product disclosure statement pds is issued by bennelong funds management ltd bfml, abn 39 111 214 085, australian financial services licence no. This product disclosure statement pds is a summary of significant information relating to the fidelity australian equities fund arsn 103 420 088 fund.
Learn about iap with our data and independent analysis including price, star rating, valuation, dividends, and financials. The investment management for the direct property component of the fund is amp capital. The fund provides investors with access to a diversified portfolio of securities listed, or about to be listed on the australian securities exchange. Amp capital advantage core infrastructure fund pds north online. The funds objective is to grow investment value over the long term via a combination of capital growth and income, by investing in a diversified portfolio of australian shares, providing a total return.
Managed funds compare over 160 managed funds canstar. The investment is subject to investment risks and about onepath funds anagement limited 1 2. Amp capital wholesale australian monthly income fund. The funds tenant base is diverse and includes many of australias most successful companies and brands. Navigator is the responsible entity of the fund and the issuer of units in the fund. Managing your home loan learn how to manage your home loan and explore how you could make the most of its features like debt recycling, consolidate and refinancing home loan. The awards recognise excellence in the application of a fund managers investment philosophy and process in the management of their respective capability. May 08, 2020 learn about iap with our data and independent analysis including price, star rating, valuation, dividends, and financials. The fund invests into the nikko am australian share income fund.
Amp capital funds management limited abn 15 159 557 721, afsl 426455 ampcfm is the responsible entity of the amp capital wholesale australian bond fund and the issuer of the units in the fund. Global specialist series australian equities index fund. Morningstar medallists are the outstanding australian equities fund manager strategies for 2019. Amp capital core property fund also referred to in this pds as the fund. Fund abn fund name usi spin product name contribution. Schroder wholesale australian equity fund the schroder wholesale australian equity fund provides exposure to a range of quality stocks in australianew zealand. The following funds pay a halfyearly distribution, calculated on or about 31 march and 30 september. Amp assesses the pros and cons of investing in the australian property market and explores your options for building an investment portfolio using property. The fund aims to provide an annual yield that exceeds the yield of the msci world ex australia, net returns unhedged index after fees. The investors mutual equity income fund provides exposure to a diversified portfolio of quality asx listed shares. Amp capital equity income generator fund shortform pds asx. The fund will adopt a systematic investment approach. The fund can invest up to 20% of its value in pm capitals international stock ideas.
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