Fund Inception: 06 Jun 1995: Responsible Entity: AMP Investment Management (NZ) Limited: Fund Manager: AMP Capital Investors (New Zealand) Ltd: Base Currency Our experience and leadership across global asset classes not only provides insights into ever-changing markets, but also means we are at the forefront of developing contemporary investment solutions for New Zealand clients. 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. based solutions in the New Zealand market place, while AMP Capital Australia offers six funds, in three broad categories. We use basic cookies to help remember selections you make on the website and to make the site work. National Capital was founded in 2018 and now advises Kiwis on over $7 million of their KiwiSaver savings. Limited (FSP37681) is the manager and issuer of the various AMP Capital Investment Funds offered through this website. Cookies & Tracking on our website. Integrates environmental, social and governance analysis with financial analysis, revealing a wider range of corporate growth drivers and risk factors than traditional equity funds. AMP Capital Multi-Asset Group - Matthew Hopkins, Senior Portfolio Manager, is responsible for the management of the Multi-Asset Fund. 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. Environmental, Social and Governance characteristics are integrated into our investment process where applicable. AMP Capital’s Investment Strategy team provide you with a monthly rundown of what's been happening in global economies and markets, and what to watch in the months ahead. The New Zealand and Australian Shares Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. investment, market cap and category. AMP Capital NZ has put three tax-efficient index funds on the retail menu for all-in fees ranging from 0.33 to 0.39 per cent and a $50 minimum investment following a surge in demand. Unit prices are provided for your information only and are not guaranteed. Our experience and leadership across global asset classes not only provides insights into ever-changing markets, but also means we are at the forefront of developing contemporary investment solutions for New Zealand clients. AMP Capital New Zealand | 1,794 followers on LinkedIn. AMP Capital Investors (New Zealand) Limited and ANZ New Zealand Investments Ltd jointly currently manage the underlying assets in the Automatic Fund. FundSource expects more funds to be added to the New Zealand goals-based menu, and link these funds to a corresponding bucket, or category. For more information on how AMP Capital can help you, please speak to your Financial Adviser or call us on 0800 400 499. AMP Capital is a leading investment house with over $196 billion in funds under management globally, including $22 billion managed on behalf New Zealand clients*. New Zealand Equities Fund of the Year – Smartshares NZ Top 10. Product Disclosure Statements for the funds are available and can be obtained from the Pricing and Performance page. Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. AMP chief executive Mr De Ferrari said the results showed "underlying improvement", with its online fund management platform, North, seeing $818 … The portfolio takes a responsible investment approach, which integrates Environmental, Social and Governance factors while avoiding companies or industries with recognised high negative social impact. Product Disclosure Statements for the funds are available and can be obtained from the, AMP Capital Global Listed Infrastructure Fund, AMP Capital Global Property Securities Fund, 2019 Review: Proxy Voting & Sustainable Investment Research, Ethical Leaders Funds - Engagement Report 2019. 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). We are based in Auckland, but serve clients all over New Zealand. ANZ New Zealand Investments Limited Responsible Investment Policy We use basic cookies to help remember selections you make on the website and to make the site work. The AMP Capital Ethical Leaders Funds are designed to deliver positive outcomes – for investors and for the world. Goals-based investing places your goals at the centre of the investment process and aims to build investment products that do the same. Limited (FSP37681) is the manager and issuer of the various AMP Capital Investment Funds offered through this website. You can seek advice from a financial advisor to help you make an investment decision. AMP Capital is one of New Zealand’s largest investment managers, managing over $200 billion in funds globally. To find out more, contact a relationship manager or call us on 0800 400 499. The AMP Capital NZ Property Fund posted an 11 per cent return in the year to date, a 17 per cent return in the last year and an annual return of 22.5 per cent over a three-year period. You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. Get the latest news & insights direct to your inbox. Harbour Asset Management Limited is the investment manager of the Fund. AMP Capital NZ Shares; ANZ OneAnswer Single Asset Class New Zealand Share; QuayStreet New Zealand Equity; Diversified Fund of the Year – QuayStreet Asset Management. The Income Generator Fund was launched on 1 April 2014, being the second goals- Quarterly Strategic Outlook - November 2020, The potential I see after a tough year for the Asia-Pacific, AMP Investment Management (N.Z.) 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 fund will generally be overexposed to companies which have a sustainable competitive advantage, good growth outlooks, the ability to grow earnings faster than revenue and which can grow without a strong reliance on raising additional capital. We provide free KiwiSaver advice, with the goal of empowering one million kiwis to become financially secure. Follow the set of instructions based on your client type. More details about our use of cookies and website analytics can be found here. Past performance is not a reliable indicator of future performance. Cookies & Tracking on our website. ANZ Investment Funds; BT Westpac; Mercer; QuayStreet; Responsible Investment Manager of the Year . They cover the big issues of 2018, our approach to investing, and showcase some of the assets the AMP Capital Ethical Leaders funds have supported to make the world a better place. Past performance is not a reliable indicator of future performance. Our experience and leadership across global asset classes not only provides insights into ever-changing markets, but also means we are at the forefront of developing contemporary investment solutions for New Zealand clients." In a note to clients last week, Rebekah Swan, AMP Capital NZ head of distribution, says the RIL international shares fund took on two new managers while dropping one strategy earlier in August. With funds available from a range of New Zealand’s leading fund managers (AMP Capital, ANZ, ASB, Mercer, Nikko) , investors have a range of funds, and approaches to responsible investing, to choose … two Australian Funds the AMP Capital – Multi-Asset Fund, a fund managed by AMP Capital Australia, and the Schroder Real Return CPI +5% Fund, a fund managed by Schroder Investment Management Australia Limited. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. Global Shares Index Fund; NZ Responsible Fund S&P/NZX 50 Index Gross with imputation credits. AMP Capital is Australia’s largest responsible investment manager with more than A$2.8 billion in funds invested across seven ethical and ESG strategies as at 1 July 2019. The fund is a diversified portfolio of predominantly New Zealand shares across a range of industries and sectors. The AMP Capital Ethical Leaders NZ Shares Fund is a diversified portfolio of predominantly New Zealand shares constructed with the aim of outperforming the S&P/NZX 50 Index. Fund Details: Fund Inception: 09 Jun 2014: Responsible Entity: AMP Investment Management (NZ) Limited: Fund Manager: AMP Capital Investors (New Zealand) Ltd Our ethical fund invests your money in companies that are making a positive contribution in areas such as human rights, animal welfare, gender diversity, The portfolio may also invest in Australian shares. AMP Capital is one of New Zealand’s largest investment managers. AMP Capital Investors (New Zealand) Limited As at 31 December 2019 AMP Capital Investors (New Zealand) Limited has over $22.7 billion of funds under management. Congratulations to the team at ANZ Investments taking out this year’s coveted Fund Manager of the Year 2020 Award. “ The fund is an actively managed portfolio of bank bills, floating rate notes and short term deposits and securities, that targets capital security and liquidity. Additionally, AMP Capital’s Sustainable Funds team engages constructively with companies to tackle social and environmental challenges. Fund’s net asset 0.60% pa of the Fund’s net assets Risk Level Low to Medium Distribution Frequency Monthly Suggested Minimum Investment Timeframe 3 years Product Disclosure Statement 22 July 2020 AMP Capital Investment Funds Ethical Leaders Diversified Funds This document replaces the Product Disclosure Statement dated 9 April 2020. AMP Capital also offers the Responsible Investment Leaders (RIL) range which offers a choice of five funds providing a multi-manager approach to sustainable and responsible investment. AMP Capital’s ESG team is recognised as a leader in the sector, with teams in Sydney, Wellington, Hong Kong and London supporting clients around the world. You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. Each of the funds offered under this PDS is constituted within a managed investment scheme that is governed by a trust deed dated 24 November 2015 (the AMP Capital Investment Retail Funds Trust Deed). The Ethical Leaders NZ Shares Fund is a diversified portfolio of predominantly New Zealand shares constructed with the aim of outperforming the S&P/NZX 50 Index. The fund has the potential to deliver strong returns across a range of market conditions, through an investment style that blends value and growth characteristics. In addition, the AMP Capital Ethical Leaders NZ Shares Fund seeks to limit exposure to companies which have a material exposure to the most carbon intensive fossil fuels by excluding any company that has more than a 10% exposure to one, or a combination of, the following: mining thermal coal, exploration and development of oil sands, brown-coal (or lignite) coal-fired power generation, transportation oil from oil … It gives you the choice to invest responsibly, Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. Investors should, before making any investment decisions, consider the appropriateness of the information on this website, and seek professional advice, having regard to their objectives, financial situation and needs. AMP Capital Core Global Shares Fund: 828.12M-11.74: 5.58: 7.80 : AMP Capital NZ Shares Index Fund: 553.17M-14.79-- AMP IL Managed Balanced Fund C: 59M--- AMP IL NZ Share Fund R: 12.89M--- AMP Prem PSS ACI Global Shares Inde: 8.2M-10.13: 7.61: 8.40 The policy for this fund can be found here. ANZ New Zealand Investments Limited Advisers can access our products through a number of platforms and wrap services. Contact your financial adviser about investing in AMP Capital funds. You will benefit from access to the research and insights of Harbour Asset Management Limited’s experienced investment team. This fund is a Portfolio Investment Entity (PIE). Our experience and leadership across global asset classes not only provides insights into ever-changing markets, but also means we are at the forefront of developing contemporary investment solutions for New Zealand clients." Investment is in a portfolio of predominantly New Zealand shares which is generally exposed to companies with a sustainable competitive advantage, a good growth outlook and the ability to grow earnings. All information on this website is subject to change without notice. Our ethical fund actively avoids investing your money in industries that negatively impact our world such as fossil fuels, tobacco, nuclear power, armaments, gambling, alcohol and pornography. Each fund invests in assets, such as other funds. Our fund performance figures are shown before tax, before fees and assume that income is reinvested. AMP CAPITAL ETHICAL LEADERS GROWTH FUND* PORTFOLIO HOLDINGS 31 MARCH 2019 *Previously the AMP Capital Responsible Investment Leaders Growth Fund 2i Rete Gas SpA - 31/10/2027 3M Co 58.com Inc a2 Milk Co Ltd (ASX) a2 Milk Co Ltd (NZX) Her appointment is effective immediately. 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. AMP Investment Management (N.Z.) QuayStreet New Zealand Equity; Smartshares NZ Top 10; Diversified Fund of the Year . This fund has been certified by the Responsible Investment Association of Australasia (RIAA*). AMP Capital is one of New Zealand’s largest investment managers. AMP Capital already offers a range of passive funds for wholesale clients seeking low-cost exposure to listed markets. Get the latest news & insights direct to your inbox, - 2019 Review: Proxy Voting & Sustainable Investment Research, - Ethical Leaders Funds - Engagement Report 2019, - ESG and responsible investing philosophy. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Meridian Building, Level 1, Queens Wharf, Wellington. The fund is also managed against specific ‘responsible investment’ criteria which prohibits investments in certain companies or activities (eg gambling, armaments, tobacco, pornography), and encourages investment in companies with strong environmental, social and ethical characteristics. Ms Swan is currently New Zealand head of product and an ESG investment specialist. The early responsible investment movement was predominantly based on negative screening, but one of the key findings of the 2020 report is that, for the first time, New Zealand responsible investment managers now favour ESG integration above negative screening as their primary responsible investment strategy. AMP Capital is one of New Zealand’s largest investment managers. We have specialist expertise in fixed income, equities, property, infrastructure and multi-asset solutions. This content has been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. environment, climate change and governance. The portfolio may also invest in Australian shares. Following the re-do, Boston Partners and C WorldWide (formerly known as Carnegie) have been granted new core global equity mandates accounting for 35 per cent and 15 per cent, respectively, of the … View & analyze the 0P0001EE3U fund chart by total assets, risk rating, Min. To provide a Gross Return above the return of the S&P/NZX 50 Index (on a gross basis and including imputation credits) over a rolling three year period. The base position is for the Australian dollar exposure to be unhedged. The New Zealand and Australian Shares Funds PDS can be obtained from our website and from the Disclose website, AMP Capital Ethical Leaders NZ Shares Fund, Managed Fund. More details about our use of cookies and website analytics can be found here. The Ethical Leaders NZ Shares Fund is a diversified portfolio of predominantly New Zealand shares constructed with the aim of outperforming the S&P/NZX 50 Index. Partnering with you. She started with AMP Capital New Zealand in 2001 as a business analyst in the finance team, before moving to the relationship management team and taking on the role of head of distribution. Our clients Our funds. Read our 2019 Engagement Report and Charter to learn about the work that was done on your behalf in 2018, as well as our purpose and beliefs. Find our live Amp Capital Nz Shares Index Fund fund basic information. Responsible investing is a way for you to direct your money toward companies that are making a positive impact on the environment and on society and away from those that cause harm. The AMP Capital Community Infrastructure Fund provides wholesale investors with the opportunity for stable, long term returns through the investment in an unlisted portfolio of high quality PPP style social infrastructure assets in Australia and New Zealand. To invest, call us on 0800 400 499 or contact a relationship manager. *RIAA is the industry body representing responsible and ethical investors across Australia and New Zealand. For more information on RIAAand what certification means, please see the offer register at www.companiesoffice.govt.nz/disclose in the document titled ‘Other materialinformation’, located under the ‘Documents’ tab on the managed fund offer register for the AMP Capital Investment Funds. AMP Capital is one of New Zealand’s largest investment managers. 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). The money you invest buys units in the fund or funds you choose. AMP Capital has launched three new passively-managed index fund options for New Zealand retail investors to make it easier for them to access additional cost-effective capabilities. 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