Fund Name: AMP Capital - Wholesale Australian Property Responsible Entity: National Mutual Funds Management Limited: APIR Code: NML0001AU: Sector/Asset Class: Unlisted and Direct Property: Morningstar Rating (as at 28 Feb 2011) Legal Structure: Investment Fund: Fund Inception: 19 Feb 1985: Fund Size: $1867.75 million (as at 30 Jun 2020) Entry Price AMP Capital Multi-Asset A Australian dollar exposure is fully hedged back to New Zealand dollars. There are some interesting battles between active and passive funds along with with value and growth strategies. Unit prices are provided for your information only and are not guaranteed. Our fund performance figures are shown before tax, before fees and assume that income is reinvested. Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. AMP Capital Income Generator Fund. An index fund is a form of passive investing with a portfolio constructed to match or track the components of a market index. AMP Capital Global Property Securities Fund Australasian Property Index Fund Direct real estate can act as an important cornerstone in a balanced portfolio, offering diversification benefits, access to regular income and returns that are not correlated to listed assets. Report generated 15 Dec 2020 |Retail A passively managed, low tracking error portfolio providing exposure to Real Estate Investment Trusts and other property securities in New Zealand and Australia. Neither AMP Capital, 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. Average Allocation of Peers. AMP Capital offers a range of passive funds for clients seeking low-cost exposure to listed markets. AMP Capital Income Generator Fund. Managed fund. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. Share This Story, Choose Your Platform! They are based on historical data and you should not rely on the above information as the basis for making any investment, financial or other decision as past unit prices are not a reliable indicator of future unit prices. The Wholesale Australian Property Fund is diversified via investment in properties with a range of performance and risk profiles, located in different markets throughout Australia. Product Disclosure Statements for the funds are available and can be obtained from the Pricing and Performance page. The unlisted fund has been targeted by ASX-listed fund manager Dexus for a merger with its own wholesale fund. Accurium Accurium provides services to self-managed superannuation funds (SMSFs) in, or transitioning to, the retirement phase of superannuation and are Australia's largest actuarial certificate provider. Fund: AMP Australasian Property Index Fund. The key advantage for investors is broad market exposure with low operating expenses and low portfolio turnover. The Australasian Property Index Fund aims to provide you with an opportunity to participate in a passively managed low tracking error portfolio tracking the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. Monday to Friday 9:00am - 5:00pm. October 2019; September 2019; August 2019; July 2019; June 2019; May 2019; April 2019; March … Every effort has been made to ensure the accuracy of this information, however, AMP Capital (New Zealand) Limited nor any other company in the AMP Group gives any warranty of reliability, or accuracy, nor accepts any responsibility arising in any way from errors or omissions. The latest fund information for AMP Capital Core Property H, including fund prices, fund performance, ratings, analysis, ratios & manager information. Index: MSCI World Ex Australia NR AUD. The Wholesale Australian Property Fund generally targets assets which have high occupancy rates and stable income streams underpinned by leases to long term, secure commercial tenants. Investment is in a passively managed low tracking error portfolio managed against companies listed on the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index. Follow the set of instructions based on your client type. We also use non-essential cookies, website tracking as well as analytics - so we can amongst other things, show which of our products and services may be relevant for you, and tailor marketing (if you have agreed to this). AMP Capital Australian Property Fund is a unit trust incorporated in Australia. The latest fund information for AMP Capital Core Property A, including fund prices, fund performance, ratings, analysis, ratios & manager information. The following funds pay a half-yearly distribution, calculated on or about 31 March and 30 September: AMP Capital All Country Global Shares Index Fund; AMP Capital Australasian Property Index Fund; AMP Capital Global Listed Infrastructure Fund Index funds are a hot topic right now but how do you actually invest in them? Learn More; Personal superannuation funds. Top 10 Funds available on InvestNow - March 2019 Returns are after fees but before tax, in NZD, for the month ending 31 March 2019. Find out more today. Facebook Twitter LinkedIn Reddit Tumblr Pinterest Vk Email. To invest, call us on 0800 400 499 or contact a relationship manager. Market index (S&P/ASX 200 A-REIT TR) Total return-0.37: 5.88: 12.37-17.97: 0.68: 2.83: 4.47: 9.55: As as 31 Oct 2020. Growth of $10,000 . Click the print icon in your browser to print this report. Risk specific to the fund include property investments, share market investments, interest rates, gearing and the use of debt, derivatives, liquidity and fund termination risks. AMP Capital Commodities Fund Financial Year Total Returns. November 2019 update; October 2019; September 2019; August 2019; Unit prices. View the short and long term investment returns for your Personal Managed Funds. Neither AMP Capital Investors (New Zealand) Limited 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. Past performance is not a reliable indicator of future performance. Fund Report | 15 Dec 2020. More details about our use of cookies and website analytics can be found here. Asset Allocation. We use basic cookies to help remember selections you make on the website and to make the site work. We also use non-essential cookies, website tracking as well as analytics - so we can amongst other things, show which of our products and services may be relevant for you, and tailor marketing (if you have agreed to this). All figures are percentages. 2019 Show more. Fund: AMP Capital W Australian Property Index: S&P/ASX 200 A-REIT TR Category: Unlisted and Direct Property To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). Cash 0.17% Property 99.83% Australian Equities 0% International Equities 0% Alternatives 0%. Investment enquiries 0800 081 081. To provide a passively managed low tracking error portfolio managed against companies listed on the S&P/NZX All Real Estate (Industry Group) Gross with Imputation Index and the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. AMP Capital NZ Shares Index Fund Australasian Equities 0.33% Download About. Category: Equity Sector NZ - Real Estate. Simplicity Growth fund and AMP Capital Australasian property index fund. National Mutual Funds Management Ltd. (ABN 32 006 787 720, AFSL 234652) (NMFM) is the responsible entity of the Australian Property Fund (Fund) (ARSN 096 853 619) and the issuer of the units in the Fund. Past performance is not a reliable indicator of future performance. It aims to generate medium to high returns over the long-term by investing in listed property securities in New Zealand and Australia. The PDS contains important information about investing in the Fund and it is important that investors read the PDS before making a decision about whether to acquire, or continue to hold or dispose of units in the Fund. Currency is in AUD unless otherwise specified. Advisers can access our products through a number of platforms and wrap services. Report generated 15 Dec 2020 |Retail To generate income and capital growth on a rolling 3 year basis by investing in Australasian and US direct property and Australasian and global property securities. Please refer to the Product Disclosure Statement for more information. Click the print icon in your browser to print this report. But would one be correct in assuming that that even though the simplicity fund is multi sector (mostly equities) that these two funds would have a negative correlation? Returns for periods greater than 1 year are annualised. Fund Report | 15 Dec 2020. AMP Capital Core Property H The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. The portfolio comprises listed property securities in New Zealand and Australia, either direct or through managed funds, with the objective of generating medium to high returns over the long term. Cash … Learn more . National Mutual Funds Management Ltd. (ABN 32 006 787 720, AFSL 234652) (NMFM) is the responsible entity of the Wholesale Australian Property Fund ("the Fund") (ARSN 088 996 392) and the issuer of the units in the Fund. AMP Capital Australasian Property Index Fund Listed property 0.42% Download Another offering is the SPDR S&P/ASX200 Listed Property Fund (SLF), which tracks the S&P/ASX 200 A-REIT index – a benchmark of about 20 mostly large-cap Australian-listed property companies. 10% AMP’s Australasian Property Index The allocations above would give me an exposure of 66.2% to International Equities, 17.8% to Australasian Equities, 5.4% to Fixed Interest, 0.6% to Cash, and 10% to property- with an overall fee of 0.39% , which is better than the current 0.67% I’m paying with Superlife to get a custom KiwiSaver Scheme. Morningstar Fund Report AMP Capital W Global Equity Value Retail ... 30 Nov 2020. The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. More details about our use of cookies and website analytics can be found here. Ignore all the noise and follow our guide to get started today. The Fund invests primarily in direct property within Australia, with the ability to also invest in cash and listed property securities. The Index Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. AMP Capital Global Property Securities The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Meridian Building, Level 1, Queens Wharf, Wellington. During the time it takes to process an application or redemption application, the unit price may vary and the actual unit prices applying to applications and redemptions may differ from those displayed in this section. National Mutual Funds Management Ltd. (ABN 32 006 787 720, AFSL 234652) (NMFM) is the responsible entity of the Australian Property Fund (Fund) (ARSN 096 853 619) and the issuer of the units in the Fund. AMP Capital - Australian Property. Inverse/Negative correlation ? For more information on how AMP Capital can help you, please speak to your Financial Adviser or call us on 0800 400 499. Inflation refers to the Reserve Bank of Australia inflation rate (Consumer Price Index) - trimmed mean. Neither AMP Capital Investors (New Zealand) Limited 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. Current options available provide investors with exposure to New Zealand shares, global shares, global bonds and Australasian listed property sectors. Click the print icon in your browser to print this report. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). The asset was divested from AMP Capital's $4.3 billion Diversified Property Fund. To generate income and capital growth on a rolling 3 year basis by investing in Australasian and US direct property and Australasian and global property securities. Subscribe Now. You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. Wonder what anyone's thoughts on how property index funds, in general, would be in the next few years considering a number of companies will be downsizing due to the influx of remote working or closing their business altogether. Click the print icon in your browser to print this report. Challenger Capital Notes CGFPA Challenger Capital Notes 2 CGFPB Challenger Capital Notes 3 CGFPC CLC Subordinated Notes ... boutique funds management businesses. Index: S&P/NZX All Real Estate TR NZD. Australian Property Index Fund Product Disclosure Statement 1 July 2019 APIR code NET0010AU ARSN 094 492 654 ... would otherwise be income being changed to a capital gain or a reduced capital loss. You can seek advice from a financial advisor to help you make an investment decision. Currency is in AUD unless otherwise specified. The Wholesale Australian Property Fund primarily invests in direct property and may also invest in Australian listed property securities, and cash to assist in managing its return profile and liquidity. Growth of $10,000. Get the latest news & insights direct to your inbox. This fund is a Portfolio Investment Entity (PIE). Index fund managers don't try to beat the market. "With few active managers in our A-REIT sector coverage adding more than 40 per cent active share in 2018, low-cost passive strategies like SLF are a good value proposition. Finalists of the 2019 Good Returns Fund of the Year Awards – Powered by Research IP have been declared. Contact your financial adviser about investing in AMP Capital funds. Home; Reviews; Who are we; Contact us; Invest. The Australian Property Fund, established in 2001, aims to provide investors with income and long term capital growth, by holding a portfolio of property investments including units in the Wholesale Australian Property Fund, Australian listed property securities and cash. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. Fund Strategy The AMP Capital Multi-Asset Fund is a registered managed investment scheme which invests in a portfolio of assets diversified across asset classes, sources of returns (from different asset types) and investment managers. The InvestNow KiwiSaver Scheme gives you the ability to invest your KiwiSaver funds across a range of 28 managed funds. Currency is in AUD unless otherwise specified. AMP have award-winning superannuation products to help you live a comfortable retirement. The Index Funds PDS can be obtained from our website and from the Disclose website. Fund Report | 09 Dec 2020. AMP Capital Australasian Property Index Fund: Listed property: 0.42%: Download: Phil Howison 2020-04-02T15:30:00+12:00. Neither AMP Capital Investors (New Zealand) Limited 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. Our fund performance figures are shown before tax, before fees and assume that income is reinvested. Cookies & Tracking on our website. AMP Capital. The Fund may also own property directly. While every care has been taken in the preparation of this information, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. Performance summary - all funds Notes All returns are after fees but before tax, and denominated in … Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. Category: Equity World Large Value. What are the key risks associated with the fund? The Australian Property Fund complies with the SIV guidelines. AMP Investment Management (N.Z.) Rather, their goal is to replicate the performance of a market index as closely as possible. Click the print icon in your browser to print this report. Fund Report | 06 Dec 2020. Past performance is not a reliable indicator of future performance. Hi folks, Really hard to find graphed data on the AMP fund and simplicity growth fund. The Wholesale Australian Property Fund, established in 1985, aims to provide investors with income and long term capital growth, through investment in an established and diversified portfolio of Australian office, retail and industrial properties. The portfolio is designed taking into account the real estate cycle, regional characteristics, investment opportunities and the liquidity profile of the Fund and its investments. AMP Australasian Property Index Fund Wholesale Fund Report | Report generated 03 Oct 2020 | Performance. October Fund Performance: Index Funds on InvestNow Report Type: 1m performance Report Period: 1m period ending 31/10/2019 AMP Capital All Country Global Shares Index Fund (2.38%) Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class (1.97%) We use basic cookies to help remember selections you make on the website and to make the site work. 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