AMP Capital

InvestNow Fund Manager – AMP Capital

AMP Capital is a global investment manager with a long history of investment management in New Zealand and around the world. Over this time we have evolved from a traditional funds management organisation to a broad based investment management company, providing services to all sectors of the financial services industry. In New Zealand, we provide investment management services to a range of entities, from community trusts to councils, iwi, corporate superannuation schemes, insurers and KiwiSaver schemes.

AMP Capital’s core expertise is managing assets and portfolios. We operate over all major asset classes and our asset class specialists, investment strategists and economists work together to manage funds on behalf of our clients across a range of single sector and diversified funds.

AMP Capital is proud to be an organisation with a social and environmental conscience. We have been integrating environmental, social and governance (ESG) factors into our business decisions for almost two decades. We believe that understanding these ESG factors delivers greater insight into the risks and opportunities impacting the value, performance and reputation of our investments.

ampcapital.co.nz

Investment team

AMP Capital’s investment portfolios are managed by strong, well-resourced teams with a wealth of knowledge and experience. To maximise flexibility and ensure best practice in the construction and management of our portfolios, we appoint both leading external managers and internal investment managers.

Investment teams are collaborative and seek to capitalise on research and insights across AMP Capital to make the most informed investment decisions. With investment professionals on the ground in the world’s key markets, our global investment platform provides access to some of the best global investment opportunities.

AMP Capital’s in-house ESG research team also supports our investment teams. A dedicated team of experienced ESG professionals are embedded within investment teams and core business functions, raising awareness of the relevance of ESG issues and undertaking company and sector based analysis.

AMP Capital on InvestNow

AMP Capital All Country Global Shares Index Fund
The AMP Capital All Country Global Shares Index Fund invests in a passively managed low tracking error portfolio managed against companies listed on the MSCI All Country World ex Tobacco Index. The Fund’s objective is to provide a return that closely matches the return of the Index, fully hedged to the New Zealand dollar.

AMP Capital Australasian Property Index Fund
The AMP Capital NZ Property Fund is a passively managed portfolio which provides access to Australasian property investment opportunities through a single fund. It aims to generate medium to high returns over the long-term by investing in listed property securities in New Zealand and Australia.

AMP Capital Core Global Shares Fund
The AMP Capital Core Global Shares Fund primarily invests in developed markets equities. The portfolio is actively managed using a multi-manager approach and is diversified by region, manager and investment style, with the aim of delivering stable outperformance.

AMP Capital Core Hedged Global Shares Fund
The AMP Capital Core Hedged Global Shares Fund primarily invests in developed market equities, and is fully hedged to the New Zealand dollar. The portfolio is actively managed using a multi-manager approach and is diversified by region, manager and style, with the aim of delivering more stable returns.

AMP Capital Emerging Markets Shares Fund
The AMP Capital Emerging Markets Shares Fund invests in equities in emerging markets. The portfolio is actively managed using a multi-manager approach and provides exposure to a well-diversified portfolio across countries, sectors and investment styles, with the aim of delivering stable outperformance.

AMP Capital Global Listed Infrastructure Fund
The AMP Capital Global Listed Infrastructure Fund invests in infrastructure securities primarily in developed markets across a range of sectors. This provides access to a range of infrastructure sectors across geographic regions, with active portfolio management which seeks to maximise returns and generate predictable, stable cash flows.

AMP Capital Global Multi-Asset Fund
The AMP Capital Global Multi-Asset Fund is a diversified fund targeting a more predictable investment outcome. It aims to generate a positive return above inflation through a diversified multi-asset class portfolio. The underlying funds have the flexibility to rebalance the asset allocation mix to maintain a dynamic portfolio relevant to market conditions.

AMP Capital Global Property Securities Fund
The AMP Capital Global Property Securities Fund is a global portfolio of property securities listed on stock exchanges in developed and emerging markets around the world. It aims to generate medium to high returns over the long-term by investing in a broad range of property regions, sectors and securities through a single fund.

AMP Capital Global Shares Fund
The AMP Capital Global Shares Fund invests in international shares and uses specialist investment managers from around the world using a multi-manager approach. The Fund is spread across a range of global equity markets, including developed and emerging markets. It is further diversified by region, manager and style, with the aim of delivering more stable returns.

AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund
The AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund is a diversified portfolio of international fixed interest securities using a blend of specialist investment managers. A multi-manager approach is used, which provides exposure to a range of sectors and securities around the world, as well as diversification across investment styles.

AMP Capital Hedged Global Fixed Interest Index Fund
The AMP Capital Hedged Global Fixed Interest Index Fund is a passively managed low tracking error portfolio managed against companies listed on the Bloomberg Barclays Global Aggregate Index. The Fund’s objective is to provide a return that closely matches the return of the Index, fully hedged to the New Zealand dollar.

AMP Capital Income Generator Fund
The AMP Capital Income Generator Fund aims to provide a gross fixed monthly income in excess of bank deposit rates, along with a positive return on capital over the long-term. To achieve this, the Fund invests in a diversified mix of growth and defensive assets, with a focus on reliable income generation.

AMP Capital NZ Cash Fund
The NZ Cash Fund is an actively managed portfolio of bank bills, floating rate notes and short term deposits and securities, and is a very low risk investment product that targets capital security. Investment is primarily in investment grade New Zealand short-term securities, deposits and floating rate notes in the wholesale money market, with a focus on adding value by credit risk management and interest rate management. The fund targets a maximum weighted average duration not exceeding six months.

AMP Capital NZ Fixed Interest Fund
The NZ Fixed Interest Fund is an actively managed portfolio of fixed interest securities. It is a medium risk investment product, focusing predominantly on government bonds and corporate securities in the New Zealand market.

Investment is in a diversified portfolio of primarily investment grade quality corporate and government securities. Derivatives are frequently utilised to manage risk. The portfolio is structured to add value through credit risk management and interest rate management. The portfolio may also contain a modest amount of foreign currency fixed interest securities, 100% hedged back to New Zealand dollars.

AMP Capital NZ Shares Index Fund
The AMP Capital NZ Shares Index Fund is a passively managed low tracking error portfolio managed against companies listed on the S&P/NZX 50 Index. The Fund’s objective is to provide a return that closely matches the return of the S&P/NZX 50 Index (on a gross basis and including imputation credits).

AMP Capital Ethical Leaders Balanced Fund
The AMP Capital Ethical Leaders Balanced Fund aims to provide good returns over time with medium risk, while investing within responsible investment parameters. To do this, it uses diversification strategies across asset types, with a mix of income assets, such as bonds, and growth assets, such as shares, and a responsible investment overlay.

AMP Capital Ethical Leaders Conservative Fund
The AMP Capital Ethical Leaders Conservative Fund aims to provide above-cash returns over time with capital preservation while investing in line with responsible investment parameters. To do this, it uses appropriate diversification across asset types, with a distinct bias to income assets (eg bonds), and a responsible investment overlay.

AMP Capital Ethical Leaders Global Shares Fund
The AMP Capital Ethical Leaders Global Shares Fund invests in shares listed on international share markets managed within a sustainable and responsible framework. Recognising that environmental, social and ethical considerations, labour standards and corporate governance factors can positively impact long-term business success, the portfolio targets competitive investment performance with clear social and environmental outcomes.

AMP Capital Ethical Leaders Growth Fund
The AMP Capital Ethical Leaders Growth Fund aims to provide high real returns over time, while investing in line with responsible investment parameters. To do this it uses diversification across asset types, with a distinct bias to growth assets (eg shares), and a responsible investment overlay.

AMP Capital Ethical Leaders NZ Shares Fund
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. The portfolio may also invest in Australian shares. The Fund is managed against specific ‘responsible investment’ criteria which prohibits investments in certain companies or activities, and encourages investment in companies with strong environmental, social and ethical characteristics.