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Objective
To provide total returns (income and capital growth) after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
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Target audience
This product is likely to be appropriate for a consumer seeking capital growth to be used as a satellite/core holding within a portfolio where the consumer has a medium to long investment timeframe and a very high risk/return profile.
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Withdrawal frequency
Withdrawals are allowed daily. Withdrawals are normally processed within 5 business days. The constitution allows for payments to be made within 30 calendar days.
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 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.
Investment partners
American Century Investments
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. Founded in 1958, American Century Investments' 1,400 employees serve institutions, corporations and individual investors from offices in Kansas City; New York; Los Angeles; Santa Clara; Portland; London; Frankfurt; Hong Kong; and Sydney.
Arrowstreet Capital, Limited Partnership
Arrowstreet Capital, Limited Partnership is an investment firm that manages global equity portfolios for institutional investors around the world. Founded in June 1999, our investment process seeks to outperform broad equity benchmarks through a risk-controlled core approach. We combine sound investment intuition and research with quantitative tools to identify mispriced stocks around the world.
GQG Partners
GQG Partners, launched in 2016, is a boutique investment firm focused on long-only global, US and emerging markets equity strategies. GQG Partners is a wholly owned subsidiary of GQG Partners Inc, a Delaware corporation that is listed on the Australian Securities Exchange.
Registered trademark of Orbis Holdings Limited and is used under licence.
Orbis Investments
Orbis has been confidently investing in undervalued and ignored global stocks for over 30 years. Their international team of 60+ investment professionals concentrate on unearthing companies trading for less than they are worth, rather than timing market trends. Orbis has applied the same fundamental, long-term and contrarian investment approach to investing since its inception.
Vinva
Vinva is an independent investment management firm established in 2010. Vinva specialises in managing active equity strategies including long-only, long-short and market neutral strategies across Australia and global equity markets.
Platform Fund
Fund details
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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.