Amp investment trust pds

Find out more about AMP’s investment options Learn more. We also use non-essential cookies, website tracking as well as analytics — so we can amongst other things, show which of our products and services may be relevant for you, and tailor marketing if you have agreed to this. Lump sum contributions: You can make lump sum payments as often as you like. Javascript error JavaScript must be enabled on your browser to access this secure site. Important information Show more. Partner terms and conditions may also apply.

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There is other useful information about this offer on AMP Wealth Management New Hrust Limited has prepared this document in accordance with the Financial Markets Conduct Act You amp investment trust pds also seek advice from a financial adviser to help you to make an investment decision. Key information summary What is lnvestment This is a managed investment scheme. Your money will be pooled with other investors money and invested in various investments. The returns you receive are dependent on the investment decisions of AMP and the performance of the investments.

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An investment trust is a form of investment fund found mostly in the United Kingdom and Japan. The name is somewhat misleading, given that according to law an investment «trust» is not in fact a » trust » in the legal sense at all, but a separate legal person or a company. This matters for the fiduciary duties owed by the board of directors and the equitable ownership of the fund’s assets. In the United Kingdom, the term «investment trust» has a strict meaning under tax law. However, the term is more commonly used within the UK to include any closed-ended investment company, including venture capital trusts VCTs.

Australian equities

There is other useful information about this offer on AMP Wealth Management New Zealand Limited has prepared this document in accordance with the Financial Markets Conduct Act You can also seek advice from a financial adviser to help you to make an investment decision.

Key information summary What is this? This is a managed investment scheme. Your money will be pooled with other investors money and invested in various investments. The returns you receive are dependent on the investment decisions of AMP and the performance of the investments. The value of those investments may go up or. The types of investments and the fees you will be charged are described in this document.

What will your money be invested in? These investment options are summarised. More information about the investment target and strategy for each investment option is provided at Section 3 Description of your investment option s. See Section 4 What are the risks of investing?

Objective: To preserve the value of your investment. Objective: To achieve modest to medium returns. Objective: To achieve medium returns.

Objective: To achieve high returns. Objective: To achieve modest, stable returns with a low level of investment risk. Potentially lower returns Potentially higher returns Cash 1.

Objective: To preserve the value of your investment and achieve modest returns. Objective: To preserve the value of your investment with some 1. Objective: To achieve long-term 1. Objective: To achieve long-term capital growth, hedged to Australian dollars. See Section 7 Who is involved? How can you get your money out? Investments in the Scheme are redeemable provided you meet minimum withdrawal and balance levels. Your investment in these units in the Scheme can be sold but there is no established market for trading these financial products.

This means that you may not be able to find a buyer for your investment. We may suspend withdrawals in certain circumstances if we think it would be impractical or materially prejudicial to investors generally to give effect to withdrawals. For more information about when you can withdraw, see Section 2 How does this investment work?. How will your investment be taxed? The Scheme is a portfolio investment entity PIE.

See section 6 of the PDS What taxes will you pay? Where can you find more key information? AMP is required to publish quarterly updates for each fund. The updates show the returns, and the total fees actually charged to investors, during the previous year.

The latest fund updates are available at The manager will also give you copies of those documents on request. Key information summary 2 2. How does this investment work? Description of your investment option s 7 4. What are the risks of investing? What are the fees? What taxes will you pay? Who is involved? How to complain Where you can find more information How to apply This PDS offers you units in the investment funds set out on pages 8 to 10 within the Scheme provided you are currently invested in that particular fund.

AMP is currently not accepting applications from new investors for these funds and may accept or decline applications at its discretion. The Scheme is registered under the Financial Markets Conduct Act In making an investment decision, we recommend you seek advice from a financial adviser.

You can do this through your own Adviser or, if you don t have one, go to to find an Adviser near you. Your Adviser s disclosure statement is available, on request and free of charge.

About the Scheme The Scheme is a managed fund. The key benefits of investing in the Scheme are: flexible investment as it gives you control of which funds to invest in and you can decide when to make withdrawals; having greater access to investments you may otherwise not be able to access as an individual as your money is pooled with other investors money and invested by AMP; having your investment managed by experienced professionals which is beneficial if you don t want to manage your own investment: having access to a range of investment funds, you can choose from the funds set out on pages 8 to 10 if you are currently invested in that particular fund or any other funds within the Scheme which are set out in the AIT open to new investment and investors and AIT einvest Funds PDS s.

These funds historically had different investment approaches however over the years their investment approaches have been aligned but they have continued to operate as separate funds. The Scheme is structured as a unitised trust which is divided into a number of separate funds. Each fund invests into underlying assets. Each fund s assets are held on trust by the Supervisor or its appointed custodian.

As an investor, you buy units that represent your share in the relevant fund salthough you don t acquire an interest in any particular asset of the Scheme or any particular fund. Generally, the difference between the price at which you buy units in a fund and withdraw them is your return. Each fund s unit price is determined by the value of its assets, less fees and expenses. The funds currently do not distribute income. All liabilities incurred in relation to a fund for example, the expenses of buying investments for that fund can only be met from the assets of that fund.

The assets of one fund cannot be used to meet the liabilities of another fund within the Scheme. If you currently have a Cash Management Account CMA facility this is where the money associated with your investments flows in and. For more information on how the CMA facility works refer to the AIT investing and withdrawing document on the AMP website at Making investments Individuals, trusts, companies and partnerships can all invest in the funds offered in this PDS provided they are currently invested in that particular fund.

You can also hold a joint account with another individual. These funds are only available for investment from within New Zealand. After the initial investment, there is no obligation to make additional investments. Your units will be issued at the unit price for the fund you ve chosen applying on the valuation day for which your application is effective.

If we receive your application prior to pm on a business day, your application will be effective for the next valuation day.

If we receive your application after pm or on a non-business day, your application will be treated as having been received on the next business day. Valuation days are every business day unless suspended by AMP. You can make regular or lump sum payments as set out below: Payment option Regular payments How to invest? Regular payments can be made by direct debit. Refer to the AIT investing and withdrawing document for more information. You need to complete the additional contribution form and give the completed form to your Adviser or send it Customer Services.

Frequency: As often as you like. For more information about investing, see the AIT investing and withdrawing document. For copies of the forms, see 6. Withdrawals may be made by way of regular payments or as a lump sum. Regular withdrawals can be made monthly or quarterly. If we receive your withdrawal request before pm on a valuation day, your withdrawal will be determined at the unit price applying on that day, unless we determine it is not reasonably practicable for withdrawals to be effective for that day in which case the unit price applying on the next valuation day will be used.

If we receive your application after pm or on a day that is not a valuation day, your application will be treated as having been received on the next valuation day. You can transfer your holdings in a fund to another existing investor subject to the prescribed minimum balances. A transfer is treated as a withdrawal of units from one fund and an application for units in another fund. We may at any time suspend delay processing withdrawal, transfer or switch requests if we think it would be impractical or materially prejudicial to the interests of investors generally to process.

The suspension may only exceed 90 days or, in the case of any request to transfer your investment to someone else, 30 business days if the Supervisor has given its prior approval. For more information about withdrawals, see the AIT investing and withdrawing document. For the required forms, see No person, including the Government, guarantees the performance or obligations of the Scheme. How to switch between funds You can generally switch your investment to another fund offered in this PDS if you are currently invested in that particular fund or to any of the funds offered in the AIT open to new investment and investors PDS at any time.

Switches are subject to the restrictions on withdrawals noted. A switch is treated as a withdrawal of units from one fund and an application for units in another fund. You will need to complete the required forms which are available at There are no restrictions on the number of switches that you can request.

Description of your investment option s Target investment mix legend Cash and cash equivalents NZ fixed interest International fixed interest Listed property International equities International equities emerging markets Other global infrastructure Commodities New Zealand equities Australasian equities Income Assets Growth Assets 7.

The fund has a low allocation to income assets. The fund may also have exposure to financial derivative instruments for hedging or as part of its investment strategy. The fund aims to closely match the holdings of the Citigroup World Government bond ex Australia hedged to Amp investment trust pds dollar Index. The fund may have exposure to fixed interest securities issued by, amongst others, governments or their agencies, state and provincial entities, supranational organisations and corporates globally.

As such, the fund will primarily have exposure to equities of the 50 largest companies listed on the NZ stock exchange years AMPCI NZ Shares To achieve long-term capital growth through exposure to a portfolio of predominantly NZ equities. The fund may have exposure to equity securities of companies that are either based in NZ or carry out the main part of their business in NZ years OnePath NZ Shares To achieve long-term capital growth through exposure to a portfolio of predominantly NZ equities.

The fund may have exposure to equity securities of companies that are either based in NZ or carry out the main part of their business in NZ years 9. The fund aims to closely match the holdings of the MSCI World ex-australia Index with net dividends reinvested years State Street Global Shares Index Hedged To achieve long-term capital growth primarily through exposure to a passively managed portfolio of equities of companies listed on stock exchanges around the world excluding Australia.

Follow Us Today Twitter Linkedin. Prepared to accept higher volatility and moderate risks, your primary concern is to accumulate assets over the medium to long term. A strategy and portfolio for each goal — You can set up separate investment accounts for each of trusst goals. Find out more about AMP’s investment options Learn. Fact gathering — Initial meeting with your Adviser to discuss your goals and understand your financial circumstances. Super ABN 31 Forgot your password? Investors should, before making pss investment decisions, consider the appropriateness of the information on this website, and seek professional advice, having regard to their objectives, financial situation and needs. View the PDS and terms and conditions available at www. You require an investment strategy that will cope with the effects of inflation. PDS update — 01 November Lesser amounts are possible at our discretion. Risk must be very low and amp investment trust pds are prepared to accept lower returns to protect capital. Classic Enhanced Growth Portfolio. Regular reporting — Quarterly or six-monthly investment reports, annual tax statements and access to quarterly fund updates. Welcome to My AMP. The negative effects of inflation will not concern you, provided your initial investment is protected.