A portfolio of office assets concentrated on the gateway cities of Sydney and Melbourne
The AMP Capital Wholesale Office Fund is a core office vehicle, providing investors with exposure to a portfolio of office assets primarily located in the markets of Sydney and Melbourne. The fund strategy is focused exclusively on prime well-located office assets and seeks to apply active asset management to maximise the risk-adjusted returns to investors.
The portfolio’s assets, property and development management is provided by AMP Capital Office & Industrial, one of the largest ‘in-house’ management teams in Australia. The fund is open ended and available to qualified wholesale investors with long term investment horizons.
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Exposure to gateway Australian east coast
We believe a strategic focus on core markets of Sydney & Melbourne provides a competitive advantage.
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Next-generation investment pipeline
Investment into next-generation assets provides exposure to stable, de-risked income profiles.
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Active management capability
Active property, development and capital management to add value and optimise returns.
What are the key risks associated with the fund?
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 Information 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.
Assets
Meet the team
| Product marketing name | AMP Capital Wholesale Office Fund - Wholesale |
|---|---|
| Investment objective | To provide total returns (income and capital growth), after costs and before fees and tax, above the Fund's performance benchmark over a 3 year rolling basis. |
| Minimum suggested timeframe | 10 years |
| Distribution frequency | Quarterly |
| Product inception date | 23 Apr 2004 |
| Minimum investment | 10,000,000 |
| Benchmark | Mercer /IPD Unlisted Wholesale PPI Office Index - Post Fee |
| Product status | Open |
How to invest
AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital) is the trustee of the AMP Capital Wholesale Office Fund (Fund) and the issuer of the units in the Fund. The Fund is an Australian wholesale unit trust and is not registered as a managed investment scheme under the Corporations Act 2001 (Cth).To invest in the Fund, Investors should consider the current information memorandum or other offering or placement memorandum (Offer Document) available from AMP Capital for the Fund. The Offer Document contains important information about investing in the Fund and it is important that investors read the Offer Document before making a decision about whether to acquire units in the Fund. Neither AMP Capital 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 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. Actual future results and operations could vary materially from any forecasts, estimates, or opinions. AMP Capital will not necessarily update the recipient of this document if any facts set out in this document subsequently change. This document 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 their objectives, financial situation and needs.