AMP Capital Core Hedged Global Shares Fund

How the Fund works

The Core Hedged Global Shares Fund invests in shares listed on share markets around the world, and is fully hedged to the New Zealand dollar. The Fund’s exposure to global shares is through investment in the Core Global Shares Fund.

How does the Fund meet your needs?

  • A simple way of accessing global share investments

    The fund invests in equities across the world’s core developed markets, which are actively managed using a multi-manager approach. This provides you with a simple and easy way of accessing a range of share investments in overseas markets.

  • Broad diversification

    A global approach is used to better position the portfolio to capture global market themes. The fund also provides diversification by region, manager and style, with the aim of delivering you with more stable returns.

  • Access to some of the world’s best investment managers

    The fund has exposure to a range of investment managers, selected by AMP Capital Australia’s specialist multi-manager team. Through active management we can rotate different manager styles, which enables the portfolio to respond quickly to changes in market conditions.

  • Currency risks managed through hedging

    Movements in the foreign exchange rate have an impact on offshore investments. To help manage this risk, the Fund is fully hedged to the New Zealand dollar.

Fund facts as at 31 December 2018

Product code AIF HI
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Investment objective To provide a Gross Return above the return of the MSCI World (ex Tobacco) Index with net dividends reinvested (139% gross hedged to the New Zealand dollar) on a rolling three year basis.
Investment approach Provides investors with exposure to international shares, actively managed using a multi-manager approach, which uses a blend of managers to provide access to leading global specialists.
Fund net value $526.2 million
Product inception date 30 September 2007
Minimum suggested timeframe Long term (minimum five years)
Benchmark MSCI World (ex Tobacco) Index with net dividends reinvested (139% gross hedged to the New Zealand dollar) on a rolling three year basis.
Platform access Direct with AMP Capital, Aegis, FNZ.

Risk Indicator

Risk indicators

Unit Prices

As at 17 Apr 2019
Buy
1.62543
Sell
1.61829

Performance

As at 31 Mar 2019
1 Month 1.61%
3 Month 10.64%
1 Year 3.98%
3 Year 12.29%
5 Year 9.59%
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 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.

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