AMP Capital Responsible Investment Leaders Global Shares Fund

How the Fund works

The Responsible Investment Leaders Global Shares Fund recognises that environmental, social and ethical considerations, labour standards and corporate governance factors can positively impact long term business success. Taking these factors into account when investing, the fund targets competitive investment performance with clear social and environmental outcomes.

The fund currently invests in the Responsible Investment Leaders International Shares Fund, a fund managed by AMP Capital in Australia.

How does the Fund meet your needs?

  • sustainable and responsible framework
    Investing within a sustainable and responsible framework

    The fund employs a robust investment process that combines a sustainability focus with stringent financial analysis. The overall objective is to generate competitive returns for you within a sustainable and responsible framework.

  • specialist investment managers
    Access to specialist investment managers

    The fund is actively managed using a multi-manager approach that blends manager styles across a range of markets. This gives you access to investment with a responsible investment focus across a wide range of asset classes within Australia and overseas.

  • Currency risk
    Currency risk is managed through hedging

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

Fund facts as at 31 December 2018

Product code AIF R
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Investment objective To outperform the MSCI All Country World Index with net dividends reinvested (69% gross hedged to the New Zealand dollar on a net after tax basis based on the current maximum PIR) on a rolling five year basis.
Investment approach Gives investors access to shares listed on international share markets managed within a socially responsible investment (SRI) framework. The Fund is actively managed using a multi-manager approach.
Fund net value $60.0 million
Product inception date 29 June 2007
Minimum suggested timeframe Long term (minimum five years)
Benchmark MSCI All Country World Index with net dividends reinvested (69% gross hedged to the New Zealand dollar on a net after tax basis based on the current maximum PIR)
Platform access Direct with AMP Capital, Aegis, FNZ.

Risk Indicator

Risk indicators

Unit Prices

As at 19 Feb 2019
Buy
1.70799
Sell
1.69947

Performance

As at 31 Jan 2019
1 Month 5.50%
3 Month -1.62%
1 Year -4.26%
3 Year 10.60%
5 Year 9.14%
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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