The Experts’ Choice Conservative Fund (the Fund) aims to provide a greater return than defensive assets, such as cash and bonds, over the long term through some investment allocation to growth assets. The Fund invests in managed investments covering a diversified range of asset classes, with a higher investment allocation to income generating assets such as cash and fixed interest.
|Fund name||Experts' Choice Conservative Fund|
|Investment objective||To provide moderate total returns over the long term by having some exposure to growth assets, which exceed the Fund's performance benchmark after costs and before tax.|
|Investment approach||The Experts' Choice Conservative Fund currently diversifies its investments by using a multi-manager approach, targeting some exposure to growth assets.The Fund is exposed to a broad range of investment markets including Australian and international equities (including emerging markets), Australian and international property, infrastructure assets, Australian and international fixed interest markets, foreign exchange and cash.|
|Minimum suggested timeframe||4 years|
|Product inception date||07 Sep 1995|
|Risk level (1-7)||4. Medium|
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.
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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.
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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.
Issuer and responsible entity: AMP Capital Funds Management Limited ABN 15 159 557 721, AFSL 426455. AMP Capital Funds Management Ltd is a member of the AMP Group which includes AMP Capital Investors Limited ABN 59 001 777 591, ASFL 232497 ("AMP Capital", "we" or "us").