The fund aims to provide income and capital growth by investing in a diversified portfolio of property securities listed on Australian Securities Exchange.
Investors benefit from a well diversified portfolio of property and property related securities in the Australian market. These investments provide the opportunity to take advantage of the strong performance of the Australian economy.
Investing in Australian Real Estate Investment Trusts provides greater liquidity than investing in direct property. The fund is able to make tactical movements to take advantage of market opportunities, providing the potential for greater income and capital growth.
By actively managing the fund, we are able to act on market opportunities as they arise and where we have a high conviction in the performance potential of specific companies or their listed securities.
What are the key risks?
Risks specific to property investments include illiquidity, as well as the risks of investing in property markets. In addition, the risks associated with interest rates, gearing and the cost of debt, derivatives, investment management, co-ownership of assets, fluctuations in rental income, rental demand and fund termination risks.
Prospective investors should refer to the Offer Memorandum and consider factors relating to investment risks. As a result of risk factors, as well as other risks inherent in any investment, an investment in the fund is not appropriate for all investors. There can be no assurance that the fund will meet its investment objective or that investors will receive a return of their capital. Prospective investors should consult with their own advisors before deciding to invest in the fund.
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the AMP Capital Listed Property Trusts 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.