05 May 2021 – Please be aware of scammers falsely representing AMP Capital. AMP Capital is aware of an ongoing scam operation targeting customers and the broader community, offering inflated interest returns available through fictitious investment vehicles titled the Capital Protected Fixed Income Government Fund and the Woolworths Group Fixed Rate Bonds. Through the use of phishing emails, malicious operators are sending falsified e-brochures to people in an effort to entice them to invest in a false product that features AMP Capital’s branding. Please be aware this is a not a legitimate product from AMP Capital.

AMP Capital does not approach potential customers via electronic direct mail (EDM) nor does the company solicit personal or financial information via email. 
If you are concerned that you may have been targeted by scammers, please contact us on 1800 658 404 from 8.30am to 5.30pm Monday to Friday (Sydney time).
More information on scams can also be found on the ACCC’s website Scamwatch.

AMP Capital Wholesale Australian Bond Fund

Income generation and defence for investors with exposure to growth assets

The Wholesale Australian Bond Fund was developed for investors seeking access to a blend of quality fixed income assets, the Fund is focused primarily on Commonwealth and semi-government bonds but also allocates to investment grade credit sectors, cash and cash-like securities and issuers across a range of industries.

"We’ve implemented a set of procedures to score issuer fundamental, technical and valuation components. This is then aggregated at sector level to help drive our industry outlook and opinion."

Ilan Dekell, Head of Macro, Fixed Income
  • Seeks to provide defensive characteristics to a portfolio

    A well-diversified, actively managed bond fund is an important diversifier to an investor with an allocation to growth assets.

  • Actively manages duration to limit the risk of capital loss


    If we expect bond prices to fall, we would normally look to ‘shorten’ the portfolio’s duration by buying shorter-term bonds and selling longer-term bonds.

  • Aims to deliver a stable income stream



    Exposure via a well-diversified combination of government and semi-government bonds and also investment grade rated corporate bonds.

  • High quality Australian Government and corporate bonds


    Australia has a ‘AAA’ credit rating from all three of the main credit rating agencies; the majority of corporate bonds held are investment grade rated.

What are the risks?

The key risks of the Fund relate to interest rates, credit and derivatives. Interest rate risk is the risk of capital loss in a rising interest rate environment. Credit risk is where a credit issuer or counterparty defaults on interest payments, the repayment of capital or both. In addition, the Fund may invest in derivatives. These carry the risk of default by the counterparty, and losses may be magnified and their valuation may not move in line with the underlying asset.

Risks of the Fund may include or be associated with: companies, counterparty or default risk, gearing, international investments, investment management, liquidity, listed hybrid securities, sector, share market investments and sovereign default risk. Before choosing to invest in the Fund, investors should read the Product Disclosure Statement and Incorporated Information, and consider factors such as the likely investment return, the risks of investing and their investment timeframe.

Important information:

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Wholesale Australian Bond (Fund) and the issuer of the units in the Fund. 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 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. This content is not intended for distribution or use in any jurisdiction where it would be contrary to applicable laws, regulations or directives and does not constitute a recommendation, offer, solicitation or invitation to invest.  A target market determination has been made in respect of the Fund and is available at www.ampcapital.com/tmd.

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