AMP Capital Responsible Investment Leaders NZ Shares Fund

How the Fund works

The Responsible Investment Leaders NZ Shares Fund is a diversified portfolio of predominantly New Zealand shares constructed with the aim of outperforming the S&P/NZX 50 Index. The fund will generally be overexposed to companies which have sustainable competitive advantage, good growth outlooks, the ability to grow earnings faster than revenue and which can grow without a strong reliance on raising additional capital.

The fund is also managed against specific ‘responsible investment’ criteria which prohibits investments in certain companies or activities (eg gambling, armaments, tobacco, pornography), and encourages investment in companies with strong environmental, social and ethical characteristics.

Harbour Asset Management Limited is the investment manager of the Fund.

How does the Fund meet your needs?

  • Return potential

    The fund has the potential to deliver strong returns across a range of market conditions, through an investment style that blends value and growth characteristics.

  • Risk management

    Integrates environmental, social and governance analysis with financial analysis, revealing a wider range of corporate growth drivers and risk factors than traditional equity funds.

  • It gives you the choice to invest responsibly

    Responsible investing is a way for you to direct your money toward companies that are making a positive impact on the environment and on society and away from those that cause harm.

  • Access to investment expertise

    You will benefit from access to the research and insights of Harbour Asset Management Limited’s experienced investment team.

Fund facts as at 31 March 2019

Product code AIF RE
Type of fund Managed Fund. This fund is a Portfolio Investment Entity (PIE)
Performance objective To provide a gross return above the return of the S&P/NZX 50 Index (on a gross basis including imputation credits) over a rolling three year period.
Investment approach A diversified portfolio of predominately New Zealand shares which is constructed to outperform the S&P/NZX 50 Index.
Net fund size $19.9 million
Product inception date 06 November 2012
Minimum suggested timeframe Long term (minimum five years)
Benchmark S&P/NZX 50 Index (on a gross basis and including imputation credits)
Platform access Direct with AMP Capital, Aegis, FNZ

Risk Indicator

Risk indicators

Unit Prices

As at 19 Jun 2019
Buy
2.42242
Sell
2.40792

Performance

As at 31 May 2019
1 Month 1.13%
3 Month 8.67%
1 Year 18.98%
3 Year 13.58%
5 Year 16.09%
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 New Zealand and Australian 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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