Conservative is a diversified investment that provides investors with capital stability, while having some exposure to growth assets.
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Description of target market for this fund
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This product is likely to be appropriate for a consumer seeking capital preservation and potentially some capital growth and regular income, to be used as either a satellite, core or standalone holding within a portfolio where the consumer has a medium to long investment timeframe and a low to medium risk/return profile. The fund provides daily access to capital.
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Withdrawal frequency
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Withdrawals are allowed daily. Withdrawals are normally processed within 5 business days. The constitution allows for payments to be made within 30 calendar days.
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Risk profile
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The Fund may be suitable for a consumer with a low to moderate risk profile, seeking to minimise potential losses (eg has the ability to bear up to 2 negative returns over a 20-year period (SRM 3)) and is comfortable with a low to moderate target return profile.
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Conservative 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.