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Dynamic asset allocation
Flexibility and process to adapt asset allocation to reflect best opportunities.
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Using diverse strategies
Mandates which target differentiated sources of return, such as absolute return focused mandates.
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Tail risk hedging
Aims to manage risk and soften the impact of major market falls.
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Withdrawal frequency
Withdrawals are allowed daily. Withdrawals are normally processed within 5 business days.
What are the risks?
The Fund may be suitable for a consumer with a moderate to high risk profile, seeking to minimise potential losses (eg has the ability to bear up to 4 negative returns over a 20-year period (SRM 5)) and is comfortable with a moderate to high target return profile.
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.
- Returns are not guarantee - When you invest in a managed investment scheme, you should be aware that returns are not guaranteed – future returns may differ from past returns, the level of returns may vary, the value of your investment may vary, and there may be the risk of loss of invested capital.
- Market risk - The Fund invests in securities that are listed on share markets around the world. This means that the Fund will be affected by any risks associated with these securities. This includes how they perform, their strategy, management, how sustainable their earnings are, and other factors that affect the value and performance of a security, as well as those associated with international investments.
- Credit and liquidity risk - The Fund invests in alternative assets. Traditional risks such as credit and liquidity risk can be magnified for alternative assets.
For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.
The Fund may be suitable for a consumer with a moderate to high risk profile, seeking to minimise potential losses (eg has the ability to bear up to 4 negative returns over a 20-year period (SRM 5)) and is comfortable with a moderate to high target return profile.
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.
- Returns are not guarantee - When you invest in a managed investment scheme, you should be aware that returns are not guaranteed – future returns may differ from past returns, the level of returns may vary, the value of your investment may vary, and there may be the risk of loss of invested capital.
- Market risk - The Fund invests in securities that are listed on share markets around the world. This means that the Fund will be affected by any risks associated with these securities. This includes how they perform, their strategy, management, how sustainable their earnings are, and other factors that affect the value and performance of a security, as well as those associated with international investments.
- Credit and liquidity risk - The Fund invests in alternative assets. Traditional risks such as credit and liquidity risk can be magnified for alternative assets.
For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.
Platform Fund
Fund detail
| APIR code | AMP1685AU |
| Investment objective | The Fund aims to provide a total return (income and capital growth ) before costs and before tax, of 4.5% pa above inflation, the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean (published on www.rba.gov.au), on a rolling 5 year basis. In addition, we aim to deliver indicative volatility rate of 4-8% (bond-like) over rolling five years. We aim to deliver this in a manner that is as efficient as possible (with respect to risk and cost) within the bounds above. |
| Minimum suggested timeframe | 5 years |
| Distribution frequency | Quarterly |
| Product inception date | 02 Dec 2010 |
| Risk level (1-7) | 5. High |
| Benchmark | AMP Multi-Asset Fund Benchmark |
| Product status | Open |
| Quarterly distribution estimate | 0.5% |
| APIR code | AMP1686AU |
| Investment objective | The Fund aims to provide a total return (income and capital growth) before costs and before tax, of 4.5% pa above inflation, the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean (published on www.rba.gov.au), on a rolling 5 year basis. In addition, we aim to deliver indicative volatility rate of 4-8% (bond-like) over rolling five years. We aim to deliver this in a manner that is as efficient as possible (with respect to risk and cost) within the bounds above. |
| Minimum suggested timeframe | 5 years |
| Distribution frequency | Quarterly |
| Product inception date | 28 Mar 2011 |
| Risk level (1-7) | 5. High |
| Benchmark | AMP Multi-Asset Fund Benchmark |
| Product status | Closed to all client applications from 10 May 2022. |
| APIR code | AMP9028AU |
| Investment objective | The Fund aims to provide a total return (income and capital growth ) before costs and before tax, of 4.5% pa above inflation, the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean (published on www.rba.gov.au), on a rolling 5 year basis. In addition, we aim to deliver indicative volatility rate of 4-8% (bond-like) over rolling five years. We aim to deliver this in a manner that is as efficient as possible (with respect to risk and cost) within the bounds above. |
| Minimum suggested timeframe | 5 years |
| Distribution frequency | Quarterly |
| Product inception date | 02 Dec 2010 |
| Risk level (1-7) | 5. High |
| Benchmark | AMP Multi-Asset Fund Benchmark |
| Product status | Closed to all client applications from 10 May 2022. |
Documents
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What you need to know
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 National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (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. Past performance is not a reliable indicator of future performance. This document has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to the investor’s objectives, financial situation and needs.
ipac Asset Management Limited ABN 22 003 257 225, AFSL 234655) (IAML) is the responsible entity of the fund(s) and the issuer of the units in the fund(s) and the Product Disclosure Statement(s) (PDS). To invest in the Fund(s), investors will need to obtain and consider the current PDS or other offer document for the relevant Funds(s) available at amp.com.au/investments-pds. The PDS or offer document contains important information about investing in the Funds(s) and it is important that investors read the PDS or offer document before making a decision about whether to acquire, or continue to hold or dispose of units in the Funds(s). A target market determination has been made in respect of the Funds(s) and is available at www.amp.com.au/investments-tmd. Neither IAML, 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 document. Past performance is not a reliable indicator of future performance.
All information on this website is subject to change without notice.
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.