How the Fund works
The 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.
How does the Fund meet your needs?
The fund provides specialist coverage of the three major components of global bond markets – government bonds, corporate credit and securitised debt.
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.
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.
To help protect against currency exchange rate fluctuations, the fund is fully hedged to the New Zealand dollar.
Fund facts as at 31 December 2018
|Product code||AIF Q|
|Product inception date||07 Nov 1994|
|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 to investing in a range of short and long term maturities of global fixed interest securities, including government, government-related, corporate, asset-backed and hybrid securities in both developed and emerging markets around the globe managed within a sustainable and responsible framework. The portfolio covers the three major components of global bond markets – government bonds, corporate credit and securitised debt. The fund targets being 100% hedged back to New Zealand dollars.|
|Fund net value||$99.7 million|
|Minimum suggested timeframe||Medium term (minimum three years)|
|Benchmark||Weighted market indices used to measure performance of the underlying funds/assets in which the fund invests|
|Platform access||Direct with AMP Capital, Aegis, FNZ.|
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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 Global Shares 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.