What are the key risks associated with the fund?
Risks specific to the fund include, or are associated with, the risks of investing in credit and share markets, international investments and hybrid securities; and risks associated with interest rates, gearing and liquidity. Please refer to the fund’s Information Memorandum for more information.
12018 Financial Adviser Guide to Responsible Investment by the Responsible Investment Association of Australia.
2RIAA 2018 Benchmark Report
3As at 31 December 2018, AUD
4 Winner of the Multi-Asset Balanced category in the Financial Standard Investment Leadership Awards 2019
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the Responsible Investment Leaders Balanced Fund (Fund or also known as the AMP Capital Ethical Leaders Balanced Fund) (ARSN 095 787 723) 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 information about investing in the Fund and it is important that investors read the Offer 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, AMP Capital 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 account of 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.