Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. 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. View the short and long term investment returns for your Personal Managed Funds. Range of Investment Options. 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. 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 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. The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. Index fund managers don't try to beat the market. Advisers can access our products through a number of platforms and wrap services. Asset Allocation. 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. Hi folks, Really hard to find graphed data on the AMP fund and simplicity growth fund. 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. A passively managed, low tracking error portfolio providing exposure to Real Estate Investment Trusts and other property securities in New Zealand and Australia. 31 Aug 2020. Inflation refers to the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean. More details about our use of cookies and website analytics can be found here. The Fund may also own property directly. Share This Story, Choose Your Platform! Fund Report | 15 Dec 2020. Product Disclosure Statements for the funds are available and can be obtained from the Pricing and Performance page. 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. 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. 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. The Australian Property Fund complies with the SIV guidelines. Investment enquiries 0800 081 081. Rather, their goal is to replicate the performance of a market index as closely as possible. 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 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. Get the latest news & insights direct to your inbox. AMP offers super funds and tools to track, and grow your super. We’ve focused on providing options across all major sectors/asset classes, as well as diversified options, from 9 expert investment managers. Past performance is not a reliable indicator of future performance. Fund Report | 15 Dec 2020. The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. To invest, call us on 0800 400 499 or contact a relationship manager. Current options available provide investors with exposure to New Zealand shares, global shares, global bonds and Australasian listed property sectors. Financial Year Total Returns. It aims to generate medium to high returns over the long-term by investing in listed property securities in New Zealand and Australia. Currency is in AUD unless otherwise specified. Challenger Capital Notes CGFPA Challenger Capital Notes 2 CGFPB Challenger Capital Notes 3 CGFPC CLC Subordinated Notes ... boutique funds management businesses. Financial Year Total Returns. November 2019 update; October 2019; September 2019; August 2019; Unit prices. Australian dollar exposure is fully hedged back to New Zealand dollars. Click the print icon in your browser to print this report. 2019 Show more. Find out more today. The latest fund information for AMP Capital Wholesale Australian Property, including fund prices, fund performance, ratings, analysis, ratios & manager information. Our fund performance figures are shown before tax, before fees and assume that income is reinvested. 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%) Limited (FSP37681) is the manager and issuer of the various AMP Capital Investment Funds offered through this website. Home; Reviews; Who are we; Contact us; Invest. We use basic cookies to help remember selections you make on the website and to make the site work. It aims to generate medium to high returns over the long-term by investing in listed property securities in New Zealand and Australia. We use basic cookies to help remember selections you make on the website and to make the site work. 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. Past performance is not a reliable indicator of future performance. 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. 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. AMP Capital Multi-Asset A Cash … Top 10 Funds available on InvestNow - March 2019 Returns are after fees but before tax, in NZD, for the month ending 31 March 2019. All figures are percentages. Search for: InvestNow Magazine. There are some interesting battles between active and passive funds along with with value and growth strategies. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. View previous investment returns Show more. The latest fund information for AMP Capital Core Property H, including fund prices, fund performance, ratings, analysis, ratios & manager information. 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. AMP Capital - Australian Property. Growth of $10,000 . AMP Capital NZ Shares Index Fund Australasian Equities 0.33% Download "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. Click the print icon in your browser to print this report. This fund is a Portfolio Investment Entity (PIE). 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 asset was divested from AMP Capital's $4.3 billion Diversified Property Fund. Index funds are a hot topic right now but how do you actually invest in them? AMP Capital Australasian Property Index Fund Listed property 0.42% Download 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. Report generated 15 Dec 2020 |Retail Our fund performance figures are shown before tax, before fees and assume that income is reinvested. The latest fund information for AMP Capital Core Property A, including fund prices, fund performance, ratings, analysis, ratios & manager information. 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. Growth of $10,000. 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. AMP Capital Australasian Property Index Fund: Listed property: 0.42%: Download: Phil Howison 2020-04-02T15:30:00+12:00. 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 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. 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 … 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. You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. 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. 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? 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. Fund Report | 06 Dec 2020. Cookies & Tracking on our website. Monday to Friday 9:00am - 5:00pm. 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