How the Fund works
The Global Companies Fund gives investors access to a concentrated portfolio of what we consider to be exceptional global companies with strong wealth creation credentials.
How does the Fund meet your needs?
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Capital growth
The fund aims to provide long-term capital growth by identifying profitable companies in expanding markets with strong cashflow growth potential.
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Market resilience
The fund seeks to be more resilient to market cycles through investing in a portfolio of companies with diverse sources of revenue, strong balance sheets, and identifiable competitive advantages.
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Unconstrained approach
The focus of the fund is on the delivery of high quality long-term compound growth, without reference to the composition of market benchmarks.
Fund facts as at 31 March 2020
| Product code | AIF GC |
|---|---|
| Type of fund | Managed fund. This fund is a Portfolio Investment Entity (PIE). |
| Investment objective | The Fund seeks to deliver a compound rate of return greater than 10% per annum after fees over the long-term (typically 5 to 7 years). We expect the Fund will exhibit lower risk of capital loss than broader global equity markets over the long-term. |
| Investment approach | The Fund invests in what we consider to be 25 to 35 exceptional global companies with strong wealth creation credentials. It aims to offer clients capital growth, global diversification and capital preservation through the investment team’s deep understanding of how companies can create or destroy value over the long-term. The Fund has been designed to specifically capitalise on the investment team’s edge and experience. Our investment beliefs encourage us to look past short-term market prices and focus on long-term fundamentals, free of benchmark intrusion. |
| Fund net value | $63.2 million |
| Product inception date | 1 November 2018 |
| Minimum suggested timeframe | Long term (minimum seven years) |
| Benchmark | Benchmark unaware |
| Platform access | Aegis, FNZ and InvestNow |
Risk Indicator
Fund Information
Unit Prices
Performance
| 1 Month | 7.83% |
|---|---|
| 3 Month | 3.52% |
| 1 Year | 18.35% |
| 3 Year | - |
| 5 Year | - |
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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 Global Companies Fund 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.