About the Fund
The Fund provides investors with access to a diversified portfolio of securities listed, or about to be listed on the Australian Securities Exchange. Diversification is achieved primarily through investment across a range of industries and issuers. The Fund will adopt a systematic investment approach.
Systematic investing is a rules-based approach where limited individual stock fundamental analysis is conducted and the investment team use large sets of data to analyse stocks through intelligent screening methods. Passive, enhanced index and smart beta are examples of systematic approaches.
The Fund’s approach to stock selection is based on the use of our proprietary Alpha Model which has been developed for the Australian share market through extensive back testing and research into stock selection methodologies.
Because the fund invests in a variety of industries and sectors, investors benefit from access to more investment opportunities that offer the potential for growth.
What are the risks?
Risks specific to the fund include or are associated with share market and company risks, investment management, risks associated with the use of derivatives and liquidity risks.
The ‘Risks of investing’ section of the Product Disclosure Statement and Incorporated Information for this Fund provides further information about the risks noted above, as well as information about other investment risks of which you should be aware.
For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.
View our pricing and performance page for more information
Platform Fund
Fund details
| APIR Code | AMP0370AU |
| Minimum investment | $10,000,000 |
| Investment objective | To provide long-term capital growth, primarily through a diversified portfolio of Australia's top 200 companies listed on the ASX. Performance benchmark: S&P/ASX 200 Accumulation Index. |
| Minimum suggested timeframe |
7 years |
| Distribution frequency |
Half-yearly |
| Product inception date |
10 May 2000 |
| Risk level (1-7) |
7. Very high |
| Benchmark | S&P/ASX 200 Accumulation Index AUD |
| Product status | Closed to new investors, open to existing investors |
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What you need to know
This information has been prepared by National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (NMFM). This information is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of NMFM.
While every care has been taken in the preparation of this information, NMFM makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This information has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this information, and seek professional advice, having regard to their objectives, financial situation and needs.
The investment option referred to on this page is available through products issued by N.M. Superannuation Proprietary Ltd ABN 31 008 428 322, AFSL 234654 (NM Super)..
Neither NM Super, 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. Past performance is not a reliable indicator of future performance. All information on this website is subject to change without notice. NMFM is part of the AMP group.
The information included on this page was current on the date published within the document or report and issued by the entity identified in the document or report. For up-to-date information, we refer you to the relevant product disclosure statement, target market determination and product updates available at amp.com.au.