Responsible Investment Leaders Balanced Fund

The Responsible Investment Leaders Balanced Fund gives investors access to capital growth and some income by investing in a portfolio diversified across all asset types, but with an emphasis in growth assets (shares and property). The investment objective is to provide a total return (income and capital growth) after costs and before tax, above the fund’s performance benchmark on a rolling five-year basis. The responsible investment framework for the fund is outlined in the fund’s Charter of Operation, which provides the minimum environmental, social and governance requirements for the underlying managers.

  • Diversification

    A diversified strategy that blends asset classes and investment managers, with the objective of providing investors with competitive returns over a range of markets.

     

  • Access

    Access to specialist managers and responsible investment consultants within Australia and internationally.

     

  • Responsible investment

    A process that combines a stringent investment approach with a responsible investment philosophy, outlined in the fund’s Charter of Operation. An Ethics Committee fulfils an environmental, social and governance (ESG) oversight role for the fund.

     

  • Stringent process

    Our active investment process includes detailed manager selection, determining the optimal manager mix and ongoing monitoring, with the goal of producing competitive returns.

     

  • Expertise

    Access to specialist managers and responsible investment consultants within Australia and internationally.

     

  • Engagement

    The investment team actively engages with its holdings or on ESG issues that have been identified by the Ethics Committee as of potential concern to fund members. Please refer to the latest Engagement Report for more information.

     

What are the key risks associated with the fund?

Risks specific to the fund include, or are associated with, the risks of investing in credit and share markets, international investments and hybrid securities; and risks associated with interest rates, gearing and liquidity. Please refer to the fund’s Information Memorandum for more information.

AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM), is the responsible entity of the Responsible Investment Leaders Balanced Fund (Fund) and the issuer of the units in the Fund. To invest in the Fund, Investors should consider the current information memorandum or other offering or placement memorandum (Offer Document) available from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) (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, 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 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.

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