Other funds

    AMP Equity
    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.

     

    Why invest with us

    • Systematic investing - 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.
    • Research driven - 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.
    • Diversification - 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.


    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




    Documents


    Resources & tools

    We're here to help

    Email us ampinvestments@amp.com.au

    Call us 133 267

    8.30am to 5.30pm (AEST)
    Monday to Friday


    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.