In addition to the potential for capital growth, many Australian equities generate income in the form of dividends. They may also offer investors tax advantages through franking credits. This can reduce your clients’ overall taxable income depending on their individual situation, as well as discounts on any capital gains if they are held for more than 12 months.
Flexibility to target capital growth, income or a combination
Tax advantages including franking credits
Significant opportunities for active managers to add value
Risks specific to investments in Australian equities may include share market and company risks, risks associated with the use of short selling and derivatives, investment management and style, portfolio concentration and liquidity risks. Please refer to the relevant fund’s Product Disclosure Statement for more information.
AMP Capital Global Companies Fund
The AMP Capital Global Companies Fund gives investors access to a portfolio of what we consider to be 25 to 35 global exceptional companies with strong wealth creation credentials.
AMP Capital Global Companies Hedged Fund
The AMP Capital Global Companies Hedged Fund gives investors access to what we consider to be 25 to 35 global exceptional companies with strong wealth creation credentials. The Investment manager employes currency hedging techniques in order to hedge the currency exposure on certain assets of the fund.
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