How the fund works
AMP Capital’s Enhanced Index Share Fund provides investors with access to a portfolio of shares listed on the Australian Securities Exchange, with diversification achieved primarily through investment across a range of industries and issuers. In identifying share opportunities for the fund we take an ‘enhanced index’ approach to investment. This approach is tailored to the Australian market and provides greater for enhanced risk, adjusted returns than would be achieved through investment in a pure index fund.
The fund provides the potential for total returns above its benchmark by combining strong risk controls and active management.
The portfolio is diversified through investment in a large number of stocks, with active positions focused primarily on large capitalisation stocks.
Investors benefit from a quantitative stock selection model which seeks to capture stock specific risks that traditional quantitative methodologies can overlook, along with AMP Capital’s Australian share investment expertise.
Fund Carbon Footprint
Operational emissions come from the operations of a company whereas equity emissions come from the assets owned by a company. This distinction is particularly important in the extractive industries where one company may operate mines or oil and gas reserves for another. It is not always possible to identify equity emissions and in this case the operational emissions of a company is used.
Risks of investing in the fund include or may be associated with share market investments, company risks, derivatives and liquidity. Please refer to the fund’s Information Memorandum for more information.
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the Enhanced Index Share Fund (Fund) and the issuer of the units in the Fund. To invest in the Fund, Investors should consider the current information memorandum or other offering or placement memorandum (Offer Document) available from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (AMP Capital) for the Fund. The Offer Document contains important informationabout investing in the Fund and it is important that investors read theOffer Document before making a decision about whether to acquire units in the Fund. Neither AMP Capital, AMPCFM 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 document. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this document, AMPCapital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. Actual future results and operations could vary materially from any forecasts, estimates, or opinions. AMP Capital will not necessarily update the recipient of this document if any facts set out in this document subsequently change. This document has been prepared for the purpose of providing general information, without taking accountof any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to their objectives, financial situation and needs.