AMP Capital Multi-Asset Fund | AMP Capital Australia

By: Amp Capital Investors  05-Apr-2012

You never know how it will act or what it will do next.

Over the past few years we’ve all seen volatility wreak havoc on some of the best laid investment plans. Because there are no promises in life. Investing involves risks.

But we’ve created a fund to manage volatility, the AMP Capital Multi-Asset Fund. This fund’s dynamic nature lets us take advantage of a wide range of assets. Carefully negotiating the worst of volatility but seeking the best of it.

It’s a fund that’s responsive and responsible. It’s a fund for today’s challenges.

We take control so that even in uncertain times you can invest with greater confidence.

Now you can begin planning for a better tomorrow.

Important Note: AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital) is the responsible entity of the AMP Capital Multi-Asset Fund (the Fund) and the issuer of the units in the Fund. To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital. 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. Neither AMP Capital, nor any 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. While every care has been taken in the preparation of this material, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. 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.

Fund overview

The AMP Capital Multi-Asset Fund is a contemporary diversified fund targeting a more certain investment outcome. The Fund provides investors with the potential for stable, risk-adjusted returns above inflation through investment in a portfolio of assets diversified across asset classes, sectors and geographies. The Fund is actively managed, with the flexibility to rebalance its asset allocation mix within broad ranges to maintain a contemporary portfolio relevant to market conditions.

Key features

  • Real returns. Aims to provide a stable, medium-term real return of 5.5% above inflation on a rolling 5-year basis.
  • Dynamic. Ability to change the investment mix in order to negotiate the ups and downs of the investment cycle.
  • Diversified. Diversity across asset classes, sectors, geographies and managers.
  • Risk managed. Risk mitigation strategies designed to lower volatility, and reduce the impact of market events.

The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 ratings presented in this document are limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.


Other products and services from Amp Capital Investors

05-Apr-2012

Fund ratings | AMP Capital Australia

The Lonsec Limited ABN 56 061 751 102 ratings presented in this document are limited to “General Advice” and based solely on consideration of the investment merits of the financial product. Adviser Edge is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system.


05-Apr-2012

Investment solutions | AMP Capital Australia

Multi-asset solutions can be an important component of an investment portfolio as they can provide significant diversification benefits via exposure to multiple asset classes and sectors, as well as specialist investment strategies. In addition to this expertise within the Multi Asset Group, clients may also benefit from the Group’s direct access to AMP Capital’s specialist capabilities in real estate, infrastructure and fixed income.


05-Apr-2012

Investment team | AMP Capital Australia

Silvana has over 17 years’ experience as a global investment specialist with expertise in advising clients across the spectrum on investment strategy, global strategic and tactical asset allocation, portfolio construction, quantitative analysis and research, fund strategies, risk management and alternative investments.