How the fund works
The AMP Capital Wholesale Office Fund provides investors with exposure to a portfolio of prime office assets predominantly in the largest Australian markets of Sydney and Melbourne. The fund strategy is core and focused on well-located assets with active asset management maximising the operating income and ultimately distrbutions to investors, while also capturing capital growth. The portfolio's asset, 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.
High quality portfolio of prime assets
Access to an established portfolio of office assets diversified by geographic location and lease expiry.
The potential for a consistent sustainable income stream
The portfolio has an excellent tenant retention and high occupancy rate.
The potential for capital growth
Australian office markets have solid fundamentals and there is a limited supply of premium grade assets in Sydney and Melbourne.
Access to the expertise of AMP Capital
With over 50 years of experience* in managing property, AMP Capital is one of the largest institutional real estate managers in the Asia Pacific region.
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 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.
|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|
|Product inception date||23 Apr 2004|
|Benchmark||WT Wholesale Office Benchmark|