How the Fund works
The Ethical Leaders Hedged Global Fixed Interest Fund gives you access to a multi-manager approach to investing in global bond markets. It invests in a diversified range of international government securities, government-related securities, corporate securities, asset-backed securities and hybrid securities in both developed and emerging markets around the globe, managed within a sustainable and responsible framework.
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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
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
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Market coverage
The fund provides specialist coverage of the three major components of global bond markets – government bonds, corporate credit and securitised debt.
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Stable returns
The fund provides diversification within the fixed income asset class through exposure to a range of sectors and securities around the world. It aims to deliver more stable returns by also diversifying across investment styles.
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Liquidity
You benefit from exposure to a range of high quality fixed interest investment managers, selected by AMP Capital’s specialist multi-manager team. With a responsible investment focus you also benefit from AMP Capital’s expertise in environmental, social and governance (ESG) factors.
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Currency management
To help protect against currency exchange rate fluctuations, the fund is fully hedged to the New Zealand dollar.
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 September 2020
| Product code | AIF Q |
|---|---|
| Type of fund | Managed fund. This fund is a Portfolio Investment Entity (PIE). |
| Investment 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 | A multiple manager approach covers the three major components of global bond markets - government bonds, corporate credit and securitised debt. Investment is in a range of short and long-term maturities of global fixed interest securities, including government, government-related, corporate, green bonds, asset-backed and hybrid securities, in developed and emerging markets around the globe. The portfolio takes a responsible investment approach, which integrates Environmental, Social and Governance factors while avoiding companies or industries with recognised high negative social impact and encourages investment in companies with strong Environmental, Social and Governance characteristics. This fund has been certified by the Responsible Investment Association of Australasia (RIAA*). The fund targets being 100% hedged back to New Zealand dollars. |
| Fund inception date | 13 Dec 1994 |
| Fund net value | $104.1 million |
| Minimum suggested timeframe | 3 years |
| Benchmark | Weighted market indices used to measure performance of the underlying funds/assets in which the fund invests |
| Risk level (1-7) | 3. Low to Medium |
| Platform access | Aegis, FNZ and InvestNow |
*RIAA is the industry body representing responsible and ethical investors across Australia and New Zealand. For more information on RIAAand what certification means, please see the offer register at www.companiesoffice.govt.nz/disclose in the document titled ‘Other materialinformation’, located under the ‘Documents’ tab on the managed fund offer register for the AMP Capital Investment Funds.
Fund Information
Unit Prices
Performance
| 1 Month | 0.33% |
|---|---|
| 3 Month | 0.95% |
| 1 Year | 6.26% |
| 3 Year | 5.07% |
| 5 Year | 4.96% |
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Important note: The unit prices displayed in this section are indicative only
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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.
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Important notes: Past Performance
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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.
How to invest
Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The Cash and Fixed Interest 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.