A one stop shop for real estate exposure
Combining actively managed Australasian and US direct property and Australasian and global listed property securities with the aim of generating a better risk/return profile over the long term. As a strategically blended real estate solution, the Fund is designed to deliver income and capital growth whilst mitigating risk through the diversification of different types of real estate investments.
The Fund has target allocations of 50% to Australasian and US direct property and 50% to Australasian and global listed real estate securities.
"Information sharing across regional teams and regular on-the-ground property visits means our clients benefit from insights into local trends and changing market conditions."Claire Talbot, Portfolio Manager
Institutional grade core assets
Access to quality institutional-grade assets that are difficult for individual retail investors to obtain
Integrated management model
Leveraging the diversity of AMP Capital’s broader real estate team to ensure they have strong conviction in the assets they are looking to invest in
Strong focus on diversification
The Fund invests in a mix of global direct and listed real estate through a single fund
Who is it suitable for?
Investors who are:
- seeking efficient and diversified exposure to real estate
- looking for an investment that seeks to deliver income and capital growth in a stable way
- wanting to hedge against inflation in their portfolio
What are the risks?
All investing involves risk, and you should consider investment risks before making an investment decision. The risks specific to the Fund may include or be associated with:
- Liquidity - assets subject to liquidity risk may be difficult to trade and it may take longer for their full value to be realised, and in circumstances where the Fund’s portfolio ceases to be ‘liquid’ for Corporations Act purposes, there may be significant delays or a freeze on withdrawal requests.
- Market risk - factors such as the quality of underlying properties and geographic location may affect
the Fund’s performance.
- Share market investments - the value of the Fund’s investment in listed securities may decrease as a result of adverse share market movements.
Please refer to the Product Disclosure Statement for more information.
|Investment objective||To generate income and capital growth on a rolling 3 year basis by investing in Australasian and US direct property and Australasian and global property securities.|
|Minimum suggested timeframe||5 years|
|Product inception date||12 Apr 2006|
|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.
Documents & Downloads
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.
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.
Investors should consider the Product Disclosure Statement (PDS) available from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (AMP Capital) for the AMP Capital Core Property Fund (Fund) before making any decision regarding the Fund. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150), a wholly owned subsidiary of The Trust Company Limited (ABN 59 004 027 749), is the responsible entity of the Fund and the issuer of units in the Fund. The PDS contains important information about investing in the Fund and it’s important investors read the PDS before making a decision about whether to acquire, continue to hold or dispose of units in the Fund. None of the responsible entity, AMP Capital or 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 document. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this document, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This information 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 the investor’s objectives, financial situation and needs.