AMP Capital Premium Growth Fund

Part of AMP Capital's goals-based investing range of funds.

A diversified high growth strategy designed to support your long-term aspirations

The Fund is designed for investors seeking high-growth investment returns over the long term with lower volatility than a traditional high growth portfolio. It employs a range of specialist equity, multi-asset, opportunistic and non-traditional investment strategies.

"Markets can change often and abruptly. It’s important that we have the flexibility to adapt with them, so we can sell overpriced assets and buy underpriced assets."

Matthew Hopkins, Senior Portfolio Manager
  • A more comfortable high-growth journey
    A more comfortable high-growth journey

    With more diverse sources of return and less reliance on traditional share portfolios in Australia and offshore, the Fund aims to provide investors with more stable performance than a typical high growth portfolio. 

  • Provide for long-term aspirations
    Provide for long-term aspirations

    The fund is focused on the delivery of long-term compound growth to provide for investors with a long-term vision, be it leaving a legacy to family, charity or some other aspiration. 

  • Access to a specialist team of professionals
    Access to a specialist team of professionals

    Investors benefit from a combination of specialist managers and strategies that are difficult for individual investors to access.

Who is the fund suitable for?

The fund could suit investors looking for long term wealth accumulation for goals such as providing for the future needs of loved ones or aspiring to endow a charitable cause in the future. We suggest that a minimum investment time frame of seven years is appropriate to avoid reacting to short-term bouts of volatility and provide for your long-term aspirations.

How does this fund fit into your portfolio?

Investors in retirement have very distinct goals and these can be categorised into essential needs, lifestyle wants and legacy. The fund fits within the legacy part of a portfolio which supports long-term aspirations such as making a bequest to a charity or leaving an inheritance for children or grandchildren.As the fund aims to deliver strong capital growth, this means it may be well suited for investors with a longer time horizon (over seven years). These investors may be looking to grow their wealth for future aspirations as they move into retirement. It can be used as a core holding within the legacy aspirations part of a portfolio.

What are the risks?

The fund invests in securities that are listed on share markets around the world, including emerging markets. This means the fund will be affected by any risks associated with these securities and the currency in which they are denominated. It is also exposed to the risks of the particular strategies adopted by the selected fund managers. In addition to this, the fund invests in alternative assets. Credit risk and liquidity risk exposures can be more intense than for traditional assets. Before choosing to invest in the fund, you should read the Product Disclosure Statement and Incorporated Information, and consider factors such as the likely investment return, the risks of investment and your investment timeframe.

  • Lonsec Investment Grade
APIR code IPA0178AU
Investment objective The Portfolio is designed for investors seeking high growth investment returns overthe long-term. The Portfolio employs a range of non-traditional, more specialised investment strategies than those typically used in other portfolios. This includes alternative investments and strategies.Investments are assessed taking into account a range of factors, including return potential and the ability to reduce risk through diversification.
Minimum suggested timeframe 7 years
Distribution frequency Annual
Product inception date 01 Aug 2012
Risk level (1-7) 5. Medium to High
Product status Open

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.

Unit Prices

As at 20 Sep 2018
Buy
1.23790
Sell
1.23460

Performance

As at 31 Aug 2018
1 Month 1.29%
3 Month 3.47%
1 Year 11.61%
3 Year 8.03%
5 Year 8.65%
Since inception 10.57%
Past performance is not a reliable indicator of future performance.

Important note: The unit prices displayed in this section are indicative only

If unit prices are not available for today then the latest available prices will be displayed. Unit prices are not calculated on weekends or public holidays.

Our unit price discretion policy states where we may exercise certain discretions in determining the unit price of units on application or withdrawal in each investment option. View and download our Unit Pricing Discretions Policy for the types of discretions that we may exercise, in what circumstances, our policies on how we exercise the discretions and the reasons why we consider our policies are reasonable.

 

AMP Capital funds
NMFM Unit Trust funds

 

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. Actual unit prices can be confirmed on receipt of a completed application or redemption form.

 

None of AMP Capital Funds Management Limited (ABN 15 159 557 72, AFSL 426455), AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497), National Mutual Funds Management Limited (ABN 32 006 787 720, AFSL 234652), or any company within the AMP Group makes any representation or warranty as to the reliability, completeness or accuracy of the unit price information or accepts any responsibility arising in any way (including by reason of negligence) for errors in or omissions from the unit price information.

The information in this section is not an offer or recommendation of securities or other financial products offered by the AMP Group and is not an invitation to take up securities or other financial products. Investors should consider the relevant PDS available from us for the relevant fund before making any decision regarding the product.

Important notes: Past Performance

Past performance is not a reliable indicator of future performance.

Performance is annualised for periods greater than one year. Total returns are calculated using the unit price which uses the net asset values for the relevant month end. This price may differ from the actual unit price for an investor applying for or redeeming an investment. Actual unit prices will be confirmed following any transaction by an investor. Returns quoted are before tax, after fees and costs, and assume all distributions are reinvested.

Platform list

  • AMP Flexible Super (Super/Retirement)
  • North
  • Summit
  • IAccess

Important information:

ipac asset management limited (ABN 22 003 257 225, AFSL 234655) (ipac) is the responsible entity of the AMP Capital Premium Growth (Fund) and the issuer of the units in the Fund. This information has been prepared by AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (AMP Capital), which has been appointed to provide Fund-related services to ipac. 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.

The Lonsec Rating (assigned December 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Rating is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to “wholesale clients” (as defined in the Financial Advisers Act 2008 (NZ)). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold AMP Capital product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to www.lonsecresearch.com.au/research-solutions/our-ratings.

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