-
0.47% pa*
Management
fees and costs -
7. Very High
Risk Level
-
7 years
Minimum
suggested timeframe
Overview
The Fund invests in a Dimensional-managed strategy that is designed and managed to deliver systematic exposure to infrastructure securities, with an emphasis on securities with higher expected returns.
Key benefits of the Fund include access to Dimensional’s research and expertise, along with broad diversification across infrastructure securities.
Detailed facts
| APIR code | IPA2182AU |
| Investment objective | To achieve total returns (includes income and capital appreciation) that exceed those of the benchmark, before fees and taxes. |
| Performance benchmark |
FTSE Developed Core Infrastructure 50/50 100% Hedged to AUD Net Tax Index |
| Distribution frequency | Half-yearly |
| Product status | Open |
Risks
The Fund may be suitable for a consumer with a higher risk profile, seeking to maximise returns and can accept higher potential losses. The Fund has a risk band of 7. High. The Fund's risk band and risk label are based on an estimation that the number of negative annual returns over any 20-year period would be 6 or greater.
Information about the methodology used for calculating the risk level can be obtained by contacting us. This summary is not a complete description of the risks of investing in the Fund.
For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.
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What you need to know
This information is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (NMFM).
While every care has been taken in the preparation of this information, NMFM makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. 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.
ipac Asset Management Limited ABN 22 003 257 225, AFSL 234655) (IAML) is the responsible entity of the fund(s) and the issuer of the units in the fund(s) and the Product Disclosure Statement(s) (PDS). To invest in the Fund(s), investors will need to obtain and consider the current PDS or other offer document for the relevant Funds(s) available at amp.com.au/investments-pds. The PDS or offer document contains important information about investing in the Funds(s) and it is important that investors read the PDS or offer document before making a decision about whether to acquire, or continue to hold or dispose of units in the Funds(s). A target market determination has been made in respect of the Funds(s) and is available at www.amp.com.au/investments-tmd. Neither IAML, NMFM nor any other 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. Past performance is not a reliable indicator of future performance.
All information on this website is subject to change without notice.
The information included on this page was current on the date published within the document or report and issued by the entity identified in the document or report . For up-to-date information, we refer you to the relevant product disclosure statement, target market determination and product updates available at amp.com.au.