AMP Capital Ethical Leaders Conservative Fund

How the Fund works

The Ethical Leaders Conservative Fund aims to provide you with above-cash returns over time with capital preservation whilst investing in line with responsible investment parameters. To do this, it uses appropriate diversification across asset types, with a distinct bias to income assets (eg bonds).

  • Supporting the good
    Supporting the good

    Our ethical fund invests your money in companies that are making a positive contribution in areas such as human rights, animal welfare, gender diversity,
    environment, climate change and governance.
     

  • Avoiding the bad
    Avoiding the bad

    Our ethical fund actively avoids investing your money in industries that negatively impact our world such as fossil fuels, tobacco, nuclear power, armaments, gambling, alcohol and pornography

  • Broad diversification helps reduce risk

    The fund invests in a diverse range of growth and income assets, including shares, property, global infrastructure, commodities, fixed interest securities and cash, in New Zealand and global markets. This has the benefit of reducing portfolio volatility and the risk of losses, and is especially important during times of increased uncertainty.

  • Active investment management

    Asset allocations are actively managed in line with changing investment environments and conditions. This means changes can be made to your portfolio to help manage risk and generate smoother returns.

  • Experienced investment management

    You benefit from proven investment management expertise and access to the resources of an investment team which specialises in building and managing multi-asset portfolios.

AMP Capital Ethical Leaders

Engagement Report & Charter

Read our 2019 Engagement Report and Charter to learn about the work that was done on your behalf in 2018, as well as our purpose and beliefs. They cover the big issues of 2018, our approach to investing, and showcase some of the assets the AMP Capital Ethical Leaders funds have supported to make the world a better place.

Fund facts as at 30 June 2019

Fund code AIFN
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective To outperform, over the medium term, the weighted average return of the market indices used to measure performance of the underlying funds/assets in which the Fund invests.
Investment approach Invests in a diverse range of growth and income assets including shares, property, fixed interest securities and cash, in New Zealand and global markets.
Net fund size $8.1 million
Establishment date 16 May 1995
Minimum suggested timeframe Medium term (minimum three years)
Platform access Direct with AMP Capital, FNZ

Risk Indicator

Risk indicators

Unit Prices

As at 22 Aug 2019
Buy
2.58851
Sell
2.58437

Performance

As at 31 Jul 2019
1 Month 0.68%
3 Month 2.15%
1 Year 6.77%
3 Year 5.21%
5 Year 5.58%
Past performance is not a reliable indicator of future performance.

Important note: The unit prices displayed in this section are indicative only

Unit prices are provided for your information only and are not guaranteed. They are based on historical data and you should not rely on the above information as the basis for making any investment, financial or other decision as past unit prices are not a reliable indicator of future unit prices. During the time it takes to process an application or redemption application, the unit price may vary and the actual unit prices applying to applications and redemptions may differ from those displayed in this section. For more information on how AMP Capital can help you, please speak to your Financial Adviser or call us on 0800 400 499.

Important notes: Past Performance

Past performance is not a reliable indicator of future performance.

Our fund performance figures are shown before tax, before fees and assume that income is reinvested. Neither AMP Capital Investors (New Zealand) Limited 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. Past performance is not a reliable indicator of future performance. Every effort has been made to ensure the accuracy of this information, however, AMP Capital (New Zealand) Limited nor any other company in the AMP Group gives any warranty of reliability, or accuracy, nor accepts any responsibility arising in any way from errors or omissions.

 

Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The Ethical Leaders Diversified Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. You can seek advice from a financial advisor to help you make an investment decision. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Meridian Building, Level 1, Queens Wharf, Wellington.

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