Built and managed with retirement needs in mind
The Fund aims to provide investors with stable, risk-adjusted returns above inflation with lower volatility of returns, over the full investment cycle. It seeks to achieve this through investment in a portfolio of assets diversified across asset classes, sources of returns (from different asset types) and investment managers, and by maintaining a contemporary investment portfolio that is relevant to market conditions. As it is specifically designed for retirement, it is managed with a focus on income and franking credits. It also provides daily liquidity which gives investors peace of mind should unexpected emergencies arise.
ipac Asset Management Limited (ABN 22 003 257 225, AFSL 234655) (ipac) is the responsible entity of the AMP Capital Core Retirement 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 Statement (PDS) from National Mutual Funds Management Ltd. (ABN 32 006 787 720, AFSL 234652) (NMFM). 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. A target market determination has been made in respect of the Fund and is available at www.ampcapital.com/TMD. Neither NMFM, ipac 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, companies in the AMP Group makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. 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. This document is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of ipac. This document 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.