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How the Fund works
The Global Companies Fund gives investors access to a portfolio of what we consider to be exceptional global companies with strong wealth creation credentials.
How does the Fund meet your needs?
The fund invests in a diverse portfolio of 25 to 30 exceptional companies that have an established ability to consistently and reliably create generate wealth over the long-term.
The fund looks through short-term market noise to focus on delivering long-term returns greater than 10% p.a. with a lower risk of capital loss.
The fund seeks to be more resilient to market cycles through investing in a portfolio of companies with diverse sources of revenue, strong balance sheets, and identifiable competitive advantages.
Risks specific to the fund
- International investments – including losses related to currency exchange rates and changes in the state of the Australian and world economies.
- Share market investments – the value of the Fund’s investment in listed securities may decrease as a result of adverse share market movements.
- Companies – factors such as management changes may affect a company’s performance.
- Concentration – underperformance of a particular security may have a proportionately greater negative effect on the Fund’s overall performance than if the Fund held a larger number of securities.
- Investment management – there is a risk that the investment manager will not perform to expectation or factors such as changes to the investment team or a change of investment manager may affect the Fund’s performance.
- Securities lending – although engaging in securities lending by underlying funds in which the Fund invests may benefit the Fund by providing increased returns, there is a risk of capital loss.
|Product name||AMP Capital Global Companies Fund - Off-platform Class H|
|Investment objective||The Fund seeks to deliver a compound rate of return greater than 10% per annum, after fees and costs, over the long term (typically 5 to 7 years). We expect the Fund will exhibit lower risk of capital loss than broader global equity markets, over the long term.|
|Minimum suggested timeframe||7 years|
|Product inception date||15 Nov 2018|
|Risk level (1-7)||6. High|
|Benchmark||Benchmark Unaware AUD Funds|
The Fund's risk level is based on the estimated number of negative annual returns for the Fund over any 20 year period and is not a complete assessment of the risks of investing in the Fund. For instance it does not detail what the size of a negative return could be or the potential for a positive return to be less than an investor may require to meet their objectives. Consequently, before choosing to invest or reinvest in the Fund, you should read the Fund's PDS and incorporated information and consider factors such as the likely investment return, the risks of investing and your investment time frame. Information about the methodology used for calculating the risk level is available here.
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Important note: The unit prices displayed in this section are indicative only
Unit prices are provided for your information only and are not guaranteed. 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. 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. For more information on how AMP Capital can help you, please speak to your Financial Adviser or call us on 0800 400 499.
Important notes: Past Performance
Past performance is not a reliable indicator of future performance.
Our fund performance figures are shown before tax, before fees and assume that income is reinvested. 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. Past performance is not a reliable indicator of future performance. Every effort has been made to ensure the accuracy of this information, however, AMP Capital (New Zealand) Limited nor any other company in the AMP Group gives any warranty of reliability, or accuracy, nor accepts any responsibility arising in any way from errors or omissions.
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Global Companies Fund (Fund) and the issuer of the units in the Fund. To invest in the Fund, investors will need to obtain the current Product Disclosure Document (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). 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. 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 information. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this information, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. 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. 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.