Click the print icon in your browser to print this report. We use basic cookies to help remember selections you make on the website and to make the site work. Find out more today. 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. Index: S&P/NZX All Real Estate TR NZD. Please refer to the Product Disclosure Statement for more information. Range of Investment Options. 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. An index fund is a form of passive investing with a portfolio constructed to match or track the components of a market index. 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. Get the latest news & insights direct to your inbox. Currency is in AUD unless otherwise specified. Limited (FSP37681) is the manager and issuer of the various AMP Capital Investment Funds offered through this website. Hi folks, Really hard to find graphed data on the AMP fund and simplicity growth fund. Currency is in AUD unless otherwise specified. 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. Past performance is not a reliable indicator of future performance. 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). Past performance is not a reliable indicator of future performance. 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. You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. Current options available provide investors with exposure to New Zealand shares, global shares, global bonds and Australasian listed property sectors. Index fund managers don't try to beat the market. More details about our use of cookies and website analytics can be found here. Category: Equity World Large Value. October 2019; September 2019; August 2019; July 2019; June 2019; May 2019; April 2019; March … Click the print icon in your browser to print this report. A passively managed, low tracking error portfolio providing exposure to Real Estate Investment Trusts and other property securities in New Zealand and Australia. Get the latest news & insights direct to your inbox. 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. 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. Click the print icon in your browser to print this report. Investment enquiries 0800 081 081. The Fund invests primarily in direct property within Australia, with the ability to also invest in cash and listed property securities. The asset was divested from AMP Capital's $4.3 billion Diversified Property Fund. Fund Report | 18 Dec 2020. Growth of $10,000 . Advisers can access our products through a number of platforms and wrap services. 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. Managed fund. You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings. AMP Capital Income Generator Fund. This fund is a Portfolio Investment Entity (PIE). Challenger Capital Notes CGFPA Challenger Capital Notes 2 CGFPB Challenger Capital Notes 3 CGFPC CLC Subordinated Notes ... boutique funds management businesses. 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 The Australian Property Fund complies with the SIV guidelines. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. 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. 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. Contact your financial adviser about investing in AMP Capital funds. 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. Home; Reviews; Who are we; Contact us; Invest. This content has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. AMP Capital Australasian Property Index Fund Listed property 0.42% Download AMP Capital Core Property H Growth of $10,000. The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. Currency is in AUD unless otherwise specified. Fund: AMP Capital W Global Equity Value. Our fund performance figures are shown before tax, before fees and assume that income is reinvested. Unit prices are provided for your information only and are not guaranteed. AMP Capital Global Property Securities Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. More details about our use of cookies and website analytics can be found here. 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. 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). There are some interesting battles between active and passive funds along with with value and growth strategies. To invest, call us on 0800 400 499 or contact a relationship manager. AMP Capital Australian Property Fund is a unit trust incorporated in Australia. Simplicity Growth fund and AMP Capital Australasian property index fund. AMP Australasian Property Index Fund Wholesale Fund Report | Report generated 03 Oct 2020 | Performance. 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. 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 Finalists of the 2019 Good Returns Fund of the Year Awards – Powered by Research IP have been declared. Report generated 15 Dec 2020 |Retail Category: Equity Sector NZ - Real Estate. Monday to Friday 9:00am - 5:00pm. The Index Funds PDS can be obtained from our website and from the Disclose website. Facebook Twitter LinkedIn Reddit Tumblr Pinterest Vk Email. 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. 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. I have a small portion of my portfolio in the AMP Capital Australasian Property Index Fund and is the only one that has not yet recovered. AMP offers super funds and tools to track, and grow your super. Fund Report | 15 Dec 2020. Financial Year Total Returns. All figures are percentages. Inverse/Negative correlation ? Past performance is not a reliable indicator of future performance. You can seek advice from a financial advisor to help you make an investment decision. The latest fund information for AMP Capital Core Property A, including fund prices, fund performance, ratings, analysis, ratios & manager information. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. 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? Past performance is not a reliable indicator of future performance. Average Allocation of Peers. 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. AMP Capital Commodities Fund Performance summary - all funds Notes All returns are after fees but before tax, and denominated in … Fund: AMP Australasian Property Index Fund. November 2019 update; October 2019; September 2019; August 2019; Unit prices. Past performance is not indicative of future results. "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. The key advantage for investors is broad market exposure with low operating expenses and low portfolio turnover. To find out more, contact a relationship manager or call us on 0800 400 499. Fund Report | 15 Dec 2020. 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. We’ve focused on providing options across all major sectors/asset classes, as well as diversified options, from 9 expert investment managers. Cookies & Tracking on our website. Click the print icon in your browser to print this report. Fund: AMP Capital Listed Property Trusts A Index: S&P/ASX 300 A-REIT TR Category: Equity Australia Real Estate The Australasian Property Index Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. The Fund may also own property directly. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. AMP Capital Multi-Asset A The AMP Capital Income Generator Fund pays a fixed monthly distribution. About. AMP Capital. 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. 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