Other funds

    Wholesale Global
    Equity - Value Fund

    This Fund invests chiefly in international shares chosen for their potential to provide strong capital growth. The Fund typically holds a diversified portfolio of global stocks in listed companies with characteristics such as market capitalisation in excess of $US500 million and attractive growth rates relative to their peers.


    Why invest with us

    • Potential return - The fund invests predominantly in international shares chosen for the potential to provide strong capital growth.

    • Quality investments - The investment strategy for the fund is to buy shares in primarily large, stable corporations in mainstream economic regions.

    • Relative performance - The fund suits investors prepared to accept a high level of volatility and risk as a trade-off for returns that might typically be expected to be above those returned by other asset classes over the longer term.

    What are the risks

    The Fund may be suitable for a consumer with a more aggressive or very high-risk appetite, seeking to maximise returns and can accept higher potential losses (eg has the ability to bear more than 6 negative returns over a 20-year period (SRM 7)) in order to target a higher return.

    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 NML0348AU
    Minimum investment  $25,000
    Investment objective To provide investors with long-term capital growth. The benchmark for the Fund is the MSCI World ex-Australia Index (Net Dividends Reinvested), in Australian dollar terms. In seeking to achieve the investment objective, we aim to provide a total return, before costs and tax, of 300 bps pa above the benchmark over full market cycles, generally a rolling 3-5 year basis.
    Minimum suggested timeframe 5 years
    Distribution frequency Yearly
    Product inception date 30 Nov 2001
    Risk level (1-7) 7. Very High 
    Benchmark MSCI World (ex Australia) Net Accumulation Index
    Product status Open




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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.