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.
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Core Retirement Fund ("the Fund"), also known as the MyNorth Retirement 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. 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. The adviser remains responsible for any advice/ services they provide to clients including making their own inquiries and ensuring that the advice/ services are appropriate and in accordance with all legal requirements. Therefore, advisers must not attribute any advice/service to AMP Capital or in any way suggest that AMP Capital is the author of any part of that advice/service. 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.