How the Fund works
The Emerging Markets Shares Fund provides you with the opportunity to access emerging market shares and investment managers which are sensitive to emerging market themes. The fund currently invests in the Future Directions Emerging Markets Share Fund, a fund managed by AMP Capital in Australia.
How does the Fund meet your needs?
The fund invests in equities in emerging 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 emerging markets.
A global approach is used which provides access to a greater universe of specialist emerging markets. The fund also provides diversification by region, manager and style, with the aim of delivering you with more stable returns.
The fund has exposure to a range of best-in-class investment managers, selected by AMP Capital Australia’s specialist multi-manager team. Through active management we can rotate different manager styles, which enable the portfolio to respond quickly to changes in market conditions.
Fund facts as at 30 September 2020
|Product code||AIF EM|
|Type of fund||Managed fund. This fund is a Portfolio Investment Entity (PIE).|
|Investment objective||To provide a Gross Return above the MSCI Emerging Market ex Tobacco Index with net dividends reinvested on a rolling three to five year basis.|
|Investment approach||The fund's exposure to global shares is through investment in the Future Directions Emerging Markets Share Fund which invests in shares listed on share markets of emerging market economies through multiple managers. By actively managing its exposure to each underlying investment manager, the Future Directions Emerging Markets Share Fund is able to respond to changes in market themes which can drive share markets. Environmental, Social and Governance characteristics are integrated into the underlying investment managers' investment processes. The fund's foreign currency exposures are not normally hedged back to New Zealand dollars.|
|Fund net value||$67.3 million|
|Fund inception date||11 Jan 2007|
|Minimum suggested timeframe||5 years|
|Benchmark||MSCI Emerging Markets Net NZD ex Tobacco|
|Risk level (1-7)||6. High|
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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.