About the Fund
Blends a portfolio of strategies that invest primarily in shares listed or expected to be listed on the Australian Securities Exchange.
To provide a total return (income and capital growth), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
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.
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 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.
Investment Partners
Allan Gray
Allan Gray's investment philosophy is simple - we take a contrarian approach, apply it consistently and invest for the long term. It's how we have been investing in Australia since 2005 and how the broader group has been investing in other markets since 1973. We apply the same long-term, contrarian philosophy based on bottom-up fundamental research year after year and this approach will never change. For more information go to allangray.com.au.
ECP Asset Management
ECP Asset Management was established in 2012 to invest our own funds together with our clients' in high quality, ASX-listed growth companies. We believe that investing in high quality growth businesses that have the ability to generate predictable, above average economic returns will produce superior investment performance over the long-term.
Macquarie Investment Management Global Limited
Macquarie Investment Management Global Limited forms part of Macquarie Asset Management, which is Macquarie Group's asset management business. Macquarie Asset Management is an integrated asset manager across public and private markets offering a diverse range of capabilities including real assets, real estate, credit, and equities and multi-asset.
Regal Funds Management
Regal Funds Management is a multi-award-winning specialist alternatives investment manager, pioneering the hedge fund, private market, and alternatives industry in Australia since it was founded in 2004. With a heritage in fundamental long / short investing, investment strategies aim to identify and capitalise on both long term and short-term investment opportunities. Home to one of the largest fundamental research teams in Asia-Pacific, Regal is a benchmark unaware, absolute return investor.
UBS Asset Management (Australia) Ltd
UBS Asset Management (Australia) Ltd, is a wholly owned subsidiary of UBS Group AG. UBS Asset Management, a business division of UBS Group AG, is a large-scale asset manager with businesses well-diversified across regions, capabilities, and distribution channels.
View our pricing and performance page for more information
Platform Fund
Fund details
| APIR code | AMP0681AU |
| Minimum investment |
$10,000,000 |
| Investment objective | To provide a total return (income and capital growth), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis. |
| Investment approach |
The Fund diversifies manager risk across a range of investment managers by using a multi-manager approach. Exposures are to managers who demonstrate competitive advantages within the various investment styles that are used when investing in the Australian equity market. |
| Minimum suggested timeframe |
7 years |
| Distribution frequency |
Half-yearly |
| Product inception date |
09 Oct 2002 |
| Risk level (1-7) | 7. Very High |
| Benchmark | S&P/ASX 300 Accumulation Index |
| Product status | Open |
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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.