Portfolio Updates

AMP Capital’s Dynamic Markets Fund reaches A$1 billion milestone

By AMP Capital media team

Not for release or distribution in the US.

AMP Capital’s Dynamic Markets Fund has grown to A$1 billion in funds under management, reaching the milestone in less than five years.

The fund, which is run by AMP Capital Head of Dynamic Asset Allocation Nader Naeimi and supported by Head of Investment Strategy and Chief Economist Shane Oliver, was established in March 2011 to meet the needs of investors concerned about achieving their investment goals in the face of increasing market volatility.

A lower cost and lower volatility alternative to broader equity markets, the fund’s asset allocation is dynamic and flexible, moving with markets across a range of asset classes with the aim of delivering more stable returns over time. Its transparent reporting structure and engaging communication approach means advisers and clients can see how the fund changes investment strategy in response to moving markets.

AMP Capital Head of Dynamic Asset Allocation Nader Naeimi noted: “The fund’s dynamic and flexible approach to asset allocation involves negotiating the ups and downs of the market cycle. Essentially, it aims to buy into under-priced, unloved opportunities and sell out of overpriced, over-loved situations. This provides particular comfort to investors who may be concerned about market volatility and seek smoother returns over the long term.

“Markets that are undervalued, under owned and oversold tick our box. The aim isn’t to buy good assets and sell bad assets but to buy assets well and sell assets well. Sometimes things can be so good they’re bad, and sometimes they can be so bad they’re good. You have to have the process and conviction, but you also have to have the art to see what matters when.”

The Dynamic Markets Fund attracted its first institutional mandate in October 2011 and was made available to retail investors in March 2014. The fund has attracted around $600 million in retail FUM since it was launched last year.

AMP Capital Head of Investment Strategy and Chief Economist Shane Oliver said: “I’m thrilled the Dynamic Markets Fund has reached this milestone in such a short amount of time. We established the fund because clients told us they were looking for new and different ways of investing more in line with meeting their investment goals. Through DMF, we have been able to present an alternative to traditional funds for both institutional and retail investors and it has been successful in both markets.”

For more information on the fund, visit: Dynamic Markets Fund

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Important notes

While every care has been taken in the preparation of this article, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) makes no representations or warranties as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This article has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this article, and seek professional advice, having regard to the investor’s objectives, financial situation and needs. This article is solely for the use of the party to whom it is provided.

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