The investors mutual equity income fund provides exposure to a diversified portfolio of quality asx listed shares. Blackrock advantage australian equity fund aud the chart reflects the performance of a hypothetical investment in the fundshare class of aud10,000 over a specified period in time. Macquarie professional series walter scott global equity fund product disclosure statement walter. He holds business interests in a diverse range of industries including electronic. Mar 31, 2020 the australian shares fund aims to provide you with high returns over the long term. Investment is diversified across a range of industries and sectors, with a focus on the largest 200 companies on the australian securities exchange. The funds objective is to grow investment value over the long term via a combination of capital growth and income, by investing in a diversified portfolio of australian shares, providing a total return. You should read the pds before applying for units in the fund. The australian equities income portfolio has an investment style best described as style neutral with aboveaverage income and associated franking credits.
The fund draws on schroders australias deep research capabilities with a long term focus and. Opinion 08 may, 2020 the sectors and strategies were backing in the hunt for income. Past performance is not a reliable indicator of future performance. Macquarie professional series walter scott global equity. Apr 20, 2020 fidelity australian opportunities fund. Investors mutual concentrated australian share fund.
Adrian joined merlon capital partners as a principal in may 2012 from amp capital where he. This website is issued by janus henderson investors australia limited abn 47 124 279 518 and its related bodies corporate including janus henderson investors australia institutional. Ampeige quote amp capital equity income generator fund. The fund aims to provide a competitive interest income return on a monthly basis while providing a stable unit price. You should consider these matters before acting on the information and consider the relevant product disclosure statement. This website is issued by janus henderson investors australia limited abn 47 124 279 518 and its related bodies corporate including janus henderson investors australia institutional funds management limited abn 16 165 119 531, afsl 444266 and janus henderson investors australia funds management limited abn 43 164 177 244 afsl 444268. Amp capital global property securities fund unhedged managed fund product disclosure statement 4 about amp capital amp capital is committed to delivering outstanding. The dnr capital australian equities income portfolio. Australia wholesale investors janus henderson investors. Adviser stable investment option quarter ending 30 september 2017 this option invests in a wide range of assets, with a higher allocation to fixed interest and cash than australian and.
Although this is important information, investors and advisers should also read the product disclosure statement. Secure services is issued in australia by amp capital investors limited abn 59 001 777 591 australian financial services licence number 232497, the investment manager of the australian investment products referred to on this website. This product disclosure statement pds is a summary of the significant information relating to the investors mutual concentrated australian share fund fund arsn 145 759 879. Amp capital future directions australian share class a. The performance of the hypothetical investment is based on the actual past performance of the fund share class over the specified period. This product disclosure statement pds provides a summary of significant information relating to the state street global equity fund arsn 162 547 784 the fund.
Amp capital issued the amp capital equity income generator fund in 20. The fund aims to provide a competitive interest income return on a monthly basis while providing a stable unit. The list of the relevent pdss for you will be listed in your statement of advice in the. The information in this pds is general how we invest your money 6 fees and costs. The amp future directions geared australia share fund is available on the amp flexible lifetime platform for investment, superannuation and pension. Click the print icon in your browser to print this report. Blackrock advantage australian equity fund aud the chart reflects the performance of a hypothetical investment in the fund share class of aud10,000 over a specified period in time.
Amp capital global property securities fund unhedged managed fund product disclosure statement 4 about amp capital amp capital is committed to delivering outstanding investment outcomes for clients with contemporary solutions in fixed income, equities, real estate, infrastructure and multiasset portfolios. The valuations view provides, by asset, details such as. He holds business interests in a diverse range of industries including electronic and print media, property, mining, and construction equipment. Although this is important information, investors and advisers should also read the product disclosure statement prepared by the issuer for this fund before making any decision to invest in it. Morningstar medallists are the outstanding australian equities fund manager strategies for 2019. The pds contains information about investing in the fund. Macquarie wholesale australian equities fund notes to the financial statements for the year ended 30 june 20 1 general information this financial report covers macquarie wholesale. Sustainable fund delivers charttopping performance amid market turbulence equity funds. Amp capital equity income generator fund profile sep 2016.
Its designed for members who have a higher focus on capital stability than capital growth. The fund currently invests in the amp capital equity fund, a fund managed by amp capital in australia. Alliancebernstein investment management australia limited abn 58 007 212 606, afsl 230 683 is the responsible entity of the alliancebernstein managed volatility equities fund mve class arsn 099 739 447, the alliancebernstein global equities fund arsn 099 296 607 and the alliancebernstein dynamic global fixed income fund arsn 165 810 686 together the funds and issues units. The acadian wholesale sustainable global equity fund aims to maximise riskadjusted. As part of the amp group, we share a heritage that spans over 160 years.
Blackrock advantage australian equity fund class d. Amp capital equity income generator fund shortform pds. Amp capital global growth opportunities wholesale responsible entity. Amp capital funds management limited abn 15 159 557 721, afsl 426455 ampcfm is the responsible entity of the amp capital equity fund fund and the issuer of the units in the fund. Axa sd psp amp capital wholesale australian equity value. The fund invests into the schroder wholesale australian equity fund. Paul has 37 years of investment experience and is regarded one of australias leading money experts. Morningstar rating as at 31 mar 2020 legal structure. Sustainable fund delivers charttopping performance amid market turbulence equity funds have been hit hard in the covid19 selloff, but it is those that avoided underperforming commodityrelated companies, financials, and property fared the best. Amp capital aust small companies fund on platform class a. Fund offers investors the opportunity to invest in a diversified share portfolio of australian. Angie ellis is a private investor and ran a successful software business.
To download a product disclosure statement pds, click on the relevant link below. Group guarantees the performance of the fund or the repayment of capital from the fund or any particular rate of return. Dnr capital australian equities high conviction portfolio. Our fund performance figures are shown before tax, before fees and assume that. Zurich investments global growth opportunities portfolio. Unlisted and direct property financial year returns. Blackrock advantage australian equity fund blackrock australian. How the allan gray australia equity fund works 2 3. Our home strength in australia and new zealand has enabled us to grow internationally, and today we have operations established in dubai, china, hong kong, india, ireland, japan, luxembourg, the. The peer comparison figures have been sourced from morningstar data and is therefore limited to the funds and investment products included in their database. Fund profile amp capital equity income generator this fund profile provides information about key features of this fund. Amp capital reshapes its australian equities business. Amp capital global growth opportunities managed fund.
You select the relevant radio button to change the display. Australian small companies select fund managed fund. Australian equities income portfolio performance report march 2020 market overview and portfolio performance scott kelly portfolio manager jamie nicol chief investment officer 200 industrials accumulation the dnr capital australian equities income portfolio underperformed its benchmark for the period. Alliancebernstein investment management australia limited abn 58 007 212 606, afsl 230 683 is the responsible entity of the alliancebernstein managed volatility equities fund mve. Oct 10, 2017 amp capital has decided to reshape its australian equities business to match its clients needs by focusing on areas where there is longterm demand. The fund aims to provide a regular and relatively high. Kerry matthew stokes ac born john patrick alford on september 1940 is an australian businessman. Links for fund manager pdss hanmoore financial solutions. It includes a number of references marked with a to other information in the information bookletwhich forms part of this pds. Please refer to the product disclosure statement for the fund which is. Amp capital australian income fund is a unit trust incorporated in australia. Amp capital is a global investment manager with a large presence in australia. Through using a multimanager approach amp capital future directions options aims to deliver stable returns across a range of economic conditions and market cycles.
It also includes references to important information marked with a symbol, each of which forms part of this pds. Secure services is issued in australia by amp capital investors limited abn 59 001 777 591 australian financial services licence number 232497, the investment manager of the. The fund draws on schroders australias deep research capabilities with a long term focus and wide perspectives by assessing the influences globalisation of industries and markets has on effective analysis of the australian equity landscape. Indirect costs are calculated and incorporate estimated amounts with reference to the relevant costs incurred during the previous financial year ended 30 june. Adviser stable investment option quarter ending 30 september 2017 this option invests in a wide range of assets, with a higher allocation to fixed interest and cash than australian and international shares, direct property and infrastructure. The company also said it would no longer offer benchmarkaware, core australian equities products.
Oct 19, 2018 amp capital issued the amp capital equity income generator fund in 20. 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. This fund provides access to a welldiversified, risk controlled portfolio of high quality companies. Axa sd psp amp capital wholesale australian equity value exit.
Amp capital responsible investment leaders international share fund. Aberdeen standard fully hedged international equities fund adelaide bank term deposit allan gray australia equity fund. Seek a fund that uses a proven, riskcontrolled scientific process, to maximise its potential to deliver competitive returns to. Get the latest articles on recommendations and investment news for amp capital notes 2. Amp capital investors limited abn 59 001 777 591 afsl 232497 supplementary product disclosure statement amp capital equity fund arsn 089 596 850 apir code amp0370au unit class platform class a. The fund currently invests in the amp capital equity fund, a fund managed by amp. Seek broad exposure to the australian equity market. Amp capital has decided to reshape its australian equities business to match its clients needs by focusing on areas where there is longterm demand.
Within the home page you can see your portfolio in two ways a valuations view or a weightings view. 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. Fund details blackrock advantage australian equity fund apir code bar0814au fund size 111 mil buysell spread 0. Benefits of investing in the allan gray australia equity fund 3 4. The pds should be read alongside the iml funds investment guide investment guide which forms part of the pds. Amp capital funds management limited abn 15 159 557 721, afsl 426455 ampcfm is the responsible entity of the australian equity opportunities fund and the issuer of the units in the fund. We are charged with generating income for our clients and we think now is a crucial time for clients to reassess where their portfolios are positioned in the highincome area of australian equities. Amp capital equity fund supplementary pds 28 september 2009 page 1 of 1 dated 28 september 2009 issued by. This information is general financial product advice only and you should consider the relevant product disclosure statement pds.
Investment is diversified across a range of industries and sectors, with a focus on the. Blackrock advantage australian equity fund blackrock. Investments funds australian equities amp capital equity fund. This application form is part of the product disclosure statement dated 1 july 2016 pds relating to units in 8ip australian equity impact fund issued by equity trustees limited abn 46 004 031 298, afsl 240975. In addition to the potential for capital growth, many australian equities generate income in the form of dividends. Amp capital global infrastructure securities fund betashares. This product disclosure statement pds is a summary of significant information relating to the fidelity australian opportunities fund arsn 159 055 722 fund. The responsible entity of the fund and issuer of this pds is amp capital funds management. Aims to deliver income as a primary driver of returns. Select a product in the list below to view the latest pds updates. This application form is part of the product disclosure statement pds relating to units in 8ip australian equity impact fund issued by equity trustees limited abn 46 004 031 298, afsl 240975. Certified products responsible returns investment tool. The australian shares fund aims to provide you with high returns over the long term. Amp capital equity income generator is a unit trust incorporated in australia.
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