AMP Investment Management (N.Z.) AMP Australasian Property Index Fund Wholesale Fund Report | Report generated 03 Oct 2020 | Performance. You can seek advice from a financial advisor to help you make an investment decision. Category: Equity World Large Value. A passively managed, low tracking error portfolio providing exposure to Real Estate Investment Trusts and other property securities in New Zealand and Australia. 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. Subscribe Now. The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. Another offering is the SPDR S&P/ASX200 Listed Property Fund (SLF), which tracks the S&P/ASX 200 A-REIT index – a benchmark of about 20 mostly large-cap Australian-listed property companies. 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. AMP Capital Australian Property Fund is a unit trust incorporated in Australia. Fund: AMP Capital W Global Equity Value. Currency is in AUD unless otherwise specified. Advisers can access our products through a number of platforms and wrap services. Click the print icon in your browser to print this report. Get the latest news & insights direct to your inbox. AMP Capital Commodities Fund The Fund may also own property directly. Unit prices are provided for your information only and are not guaranteed. We’ve focused on providing options across all major sectors/asset classes, as well as diversified options, from 9 expert investment managers. I have a small portion of my portfolio in the AMP Capital Australasian Property Index Fund and is the only one that has not yet recovered. Simplicity Growth fund and AMP Capital Australasian property index fund. Cash … More details about our use of cookies and website analytics can be found here. Challenger Capital Notes CGFPA Challenger Capital Notes 2 CGFPB Challenger Capital Notes 3 CGFPC CLC Subordinated Notes ... boutique funds management businesses. To find out more, contact a relationship manager or call us on 0800 400 499. Index: MSCI World Ex Australia NR AUD. Managed fund. Get the latest news & insights direct to your inbox. Currency is in AUD unless otherwise specified. 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. An index fund is a form of passive investing with a portfolio constructed to match or track the components of a market index. Follow the set of instructions based on your client type. Index: S&P/NZX All Real Estate TR NZD. Rather, their goal is to replicate the performance of a market index as closely as possible. Report generated 15 Dec 2020 |Retail This is because the unit price will include as capital value an amount representing income that has accrued up to that time but not yet paid. Click the print icon in your browser to print this report. Fund Report | 15 Dec 2020. You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. The Australasian Property Index Fund aims to provide you with an opportunity to participate in a passively managed low tracking error portfolio tracking the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. Search for: InvestNow Magazine. Learn more . Investment is in a passively managed low tracking error portfolio managed against companies listed on the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index. To generate income and capital growth on a rolling 3 year basis by investing in Australasian and US direct property and Australasian and global property securities. AMP Capital Global Property Securities Fund Australasian Property Index Fund Direct real estate can act as an important cornerstone in a balanced portfolio, offering diversification benefits, access to regular income and returns that are not correlated to listed assets. October Fund Performance: Index Funds on InvestNow Report Type: 1m performance Report Period: 1m period ending 31/10/2019 AMP Capital All Country Global Shares Index Fund (2.38%) Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class (1.97%) To invest, call us on 0800 400 499 or contact a relationship manager. Risk specific to the fund include property investments, share market investments, interest rates, gearing and the use of debt, derivatives, liquidity and fund termination risks. Neither AMP Capital, NMFM 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 referred to in this information. Click the print icon in your browser to print this report. But would one be correct in assuming that that even though the simplicity fund is multi sector (mostly equities) that these two funds would have a negative correlation? Limited (FSP37681) is the manager and issuer of the various AMP Capital Investment Funds offered through this website. Click the print icon in your browser to print this report. Investment enquiries 0800 081 081. Find out more today. AMP Capital Income Generator Fund. Inverse/Negative correlation ? Index fund managers don't try to beat the market. Returns for periods greater than 1 year are annualised. Financial Year Total Returns. Currency is in AUD unless otherwise specified. AMP Capital Income Generator Fund. AMP Capital Global Property Securities All figures are percentages. To generate income and capital growth on a rolling 3 year basis by investing in Australasian and US direct property and Australasian and global property securities. There are some interesting battles between active and passive funds along with with value and growth strategies. We also use non-essential cookies, website tracking as well as analytics - so we can amongst other things, show which of our products and services may be relevant for you, and tailor marketing (if you have agreed to this). 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. For more information on how AMP Capital can help you, please speak to your Financial Adviser or call us on 0800 400 499. Contact your financial adviser about investing in AMP Capital funds. Category: Equity Sector NZ - Real Estate. Index funds are a hot topic right now but how do you actually invest in them? To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP … The Wholesale Australian Property Fund primarily invests in direct property and may also invest in Australian listed property securities, and cash to assist in managing its return profile and liquidity. AMP Capital - Australian Property. Inflation refers to the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean. The Wholesale Australian Property Fund generally targets assets which have high occupancy rates and stable income streams underpinned by leases to long term, secure commercial tenants. The Australian Property Fund complies with the SIV guidelines. View previous investment returns Show more. Wonder what anyone's thoughts on how property index funds, in general, would be in the next few years considering a number of companies will be downsizing due to the influx of remote working or closing their business altogether. 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. 31 Aug 2020. Our fund performance figures are shown before tax, before fees and assume that income is reinvested. Report generated 15 Dec 2020 |Retail The Index Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. Fund Report | 18 Dec 2020. View the short and long term investment returns for your Personal Managed Funds. It aims to generate medium to high returns over the long-term by investing in listed property securities in New Zealand and Australia. The portfolio comprises listed property securities in New Zealand and Australia, either direct or through managed funds, with the objective of generating medium to high returns over the long term. Morningstar Fund Report AMP Capital W Global Equity Value Retail ... 30 Nov 2020. AMP Capital. Fund Report | 15 Dec 2020. We also use non-essential cookies, website tracking as well as analytics - so we can amongst other things, show which of our products and services may be relevant for you, and tailor marketing (if you have agreed to this). Monday to Friday 9:00am - 5:00pm. Fund: AMP Australasian Property Index Fund. AMP offers super funds and tools to track, and grow your super. About. Fund: AMP Capital W Australian Property Index: S&P/ASX 200 A-REIT TR Category: Unlisted and Direct Property This content has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Past performance is not a reliable indicator of future performance. To provide a passively managed low tracking error portfolio managed against companies listed on the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. Growth of $10,000. If you'd like to invest in the Australian Property Fund, please contact us. What are the key risks associated with the fund? Average Allocation of Peers. National Mutual Funds Management Ltd. (ABN 32 006 787 720, AFSL 234652) (NMFM) is the responsible entity of the Australian Property Fund (Fund) (ARSN 096 853 619) and the issuer of the units in the Fund. Asset Allocation. Product Disclosure Statements for the funds are available and can be obtained from the Pricing and Performance page. Past performance is not a reliable indicator of future performance. Performance summary - all funds Notes All returns are after fees but before tax, and denominated in … Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. It aims to generate medium to high returns over the long-term by investing in listed property securities in New Zealand and Australia. Ignore all the noise and follow our guide to get started today. The asset was divested from AMP Capital's $4.3 billion Diversified Property Fund. We use basic cookies to help remember selections you make on the website and to make the site work. We use basic cookies to help remember selections you make on the website and to make the site work. Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. Current options available provide investors with exposure to New Zealand shares, global shares, global bonds and Australasian listed property sectors. Market index (S&P/ASX 200 A-REIT TR) Total return-0.37: 5.88: 12.37-17.97: 0.68: 2.83: 4.47: 9.55: As as 31 Oct 2020. Finalists of the 2019 Good Returns Fund of the Year Awards – Powered by Research IP have been declared. Facebook Twitter LinkedIn Reddit Tumblr Pinterest Vk Email. AMP Capital Australasian Property Index Fund Listed property 0.42% Download Australian Property Index Fund Product Disclosure Statement 1 July 2019 APIR code NET0010AU ARSN 094 492 654 ... would otherwise be income being changed to a capital gain or a reduced capital loss. Fund Report | 06 Dec 2020. Past performance is not a reliable indicator of future performance. The key advantage for investors is broad market exposure with low operating expenses and low portfolio turnover. AMP Capital Australasian Property Index Fund: Listed property: 0.42%: Download: Phil Howison 2020-04-02T15:30:00+12:00. Learn More; Personal superannuation funds. Cookies & Tracking on our website. AMP Capital offers a range of passive funds for clients seeking low-cost exposure to listed markets. Click the print icon in your browser to print this report. Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. Currency is in AUD unless otherwise specified. The Index Funds PDS can be obtained from our website and from the Disclose website. To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). AMP Capital Multi-Asset A This fund is a Portfolio Investment Entity (PIE). The PDS contains important information about investing in the Fund and it is important that investors read the PDS before making a decision about whether to acquire, or continue to hold or dispose of units in the Fund. The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. Top 10 Funds available on InvestNow - March 2019 Returns are after fees but before tax, in NZD, for the month ending 31 March 2019. 2019 Show more. Growth of $10,000 . The portfolio is designed taking into account the real estate cycle, regional characteristics, investment opportunities and the liquidity profile of the Fund and its investments. The Fund invests primarily in direct property within Australia, with the ability to also invest in cash and listed property securities. AMP Capital NZ Shares Index Fund Australasian Equities 0.33% Download Past performance is not indicative of future results. The latest fund information for AMP Capital Wholesale Australian Property, including fund prices, fund performance, ratings, analysis, ratios & manager information. AMP have award-winning superannuation products to help you live a comfortable retirement. The unlisted fund has been targeted by ASX-listed fund manager Dexus for a merger with its own wholesale fund. While every care has been taken in the preparation of this information, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. More details about our use of cookies and website analytics can be found here. Fund Strategy The AMP Capital Multi-Asset Fund is a registered managed investment scheme which invests in a portfolio of assets diversified across asset classes, sources of returns (from different asset types) and investment managers. Please refer to the Product Disclosure Statement for more information. The InvestNow KiwiSaver Scheme gives you the ability to invest your KiwiSaver funds across a range of 28 managed funds. Home; Reviews; Who are we; Contact us; Invest. The following funds pay a half-yearly distribution, calculated on or about 31 March and 30 September: AMP Capital All Country Global Shares Index Fund; AMP Capital Australasian Property Index Fund; AMP Capital Global Listed Infrastructure Fund Our fund performance figures are shown before tax, before fees and assume that income is reinvested. AMP Capital Core Property H Fund Report | 09 Dec 2020. The Australasian Property Index Fund aims to provide you with an opportunity to participate in a passively managed low tracking error portfolio tracking the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. Hi folks, Really hard to find graphed data on the AMP fund and simplicity growth fund. National Mutual Funds Management Ltd. (ABN 32 006 787 720, AFSL 234652) (NMFM) is the responsible entity of the Wholesale Australian Property Fund ("the Fund") (ARSN 088 996 392) and the issuer of the units in the Fund. Share This Story, Choose Your Platform! Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. Australian dollar exposure is fully hedged back to New Zealand dollars. Cookies & Tracking on our website. November 2019 update; October 2019; September 2019; August 2019; Unit prices. "With few active managers in our A-REIT sector coverage adding more than 40 per cent active share in 2018, low-cost passive strategies like SLF are a good value proposition. 10% AMP’s Australasian Property Index The allocations above would give me an exposure of 66.2% to International Equities, 17.8% to Australasian Equities, 5.4% to Fixed Interest, 0.6% to Cash, and 10% to property- with an overall fee of 0.39% , which is better than the current 0.67% I’m paying with Superlife to get a custom KiwiSaver Scheme. You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. Your KiwiSaver funds across a range of 28 managed funds performance of a market Index as closely possible. Funds offered through this website beat the market 2 CGFPB Challenger Capital CGFPA... Disclose website www.business.govt.nz/disclose from our website and to make the site work S & P/NZX all Real TR... 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