The Australasian Equity Fund provides an exposure to New Zealand shares by primarily investing in a diversified portfolio of shares listed on the New Zealand equity market. The Australasian Equity Fund seeks to provide a gross return in excess of the S&P/NZX 50 Index (including imputation credits), over the long term.
Why are there Australian equities?
Over the longer term (five to seven years) we believe Australian equities may generally provide investors with higher returns than other asset classes such as cash or fixed income. In addition to the potential for capital growth, many Australian equities generate income in the form of dividends.
Is AMP a bank?
AMP is a financial services company in Australia and New Zealand providing superannuation and investment products, financial advice, and banking products (through AMP Banking) including home loans and savings accounts. Its headquarters is in Sydney, Australia.
What are equities investments?
An equity investment is money that is invested in a company by purchasing shares of that company in the stock market. These shares are typically traded on a stock exchange.
What is international equity investment?
International equity funds are funds that purchase only stocks in non-U.S. companies. They represent an opportunity for investors to diversify their portfolios but do carry more risks than some other investments. 1 If you don’t invest internationally, you are missing out on investing in a lot of important companies.
Why invest in the AMP Capital Equity Fund?
To provide a Gross Return above the return of the S&P/ASX 200 Accumulation Index (in NZD) on a rolling three year basis. Invests in shares listed, or about to be listed, on the Australian Securities Exchange, through investment in the AMP Capital Equity Fund, a unit trust managed by AMP Capital Australia.
How does AMP Capital Australia construct the portfolio?
In constructing the portfolio, AMP Capital Australia employ a systematic rules-based approach. Environmental, Social and Governance characteristics are integrated into AMP Capital Australia’s investment process. The base position is for the Australian dollar exposure to be unhedged. 6. High
Who is AMP Capital?
AMP Capital is a global investment manager with a large presence in Australia.
Why do our clients trust AMP Capital?
That is why our clients trust us to invest over A$187.7 billion 1 AUM in funds under management on their behalf, across a range of single sector and diversified funds. Environmental, Social and Corporate Governance (ESG) issues are as important to AMP Capital as they are to you.
