AMP Capital Equity Fund

The Fund aims to provide investors with high returns over the long term through investment in a portfolio of Australian securities listed, or about to be listed, on the Australian Securities Exchange. 

Investment is diversified across a range of industries and sectors, with a focus on the largest 200 companies.In constructing the portfolio, we employ a systematic rules-based approach which we believe is a cost-effective way of equities investing.

  • Systematic investing

    Systematic investing is a rules-based approach where limited individual stock fundamental analysis is conducted and the investment team use large sets of data to analyse stocks through intelligent screening methods. Passive, enhanced index and smart beta are examples of systematic approaches.

  • Research Driven

    The Fund’s approach to stock selection is based on the use of our proprietary Alpha Model which has been developed for the Australian share market through extensive back testing and research into stock selection methodologies.

  • Diversification

    Because the fund invests in a variety of industries and sectors, investors benefit from access to more investment opportunities that offer the potential for growth.

What are the key risks associated with the fund?

Risks specific to the fund include or are associated with share market and company risks, investment management, risks associated with the use of derivatives and and liquidity risks. Please refer to the fund’s Information Memorandum for more information.

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Equity 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 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.

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