AMP Personalised Portfolio combines professionally managed model share portfolios, managed funds, ASX-listed shares and cash in one easy-to-use investment platform. You will have access to online transactions, consolidated reporting and outsourced administration.

Features

AMP Personalised Portfolio may suit if you’re:

investing $100,000 or more

looking for simple online administration

Flexibility to design a customised portfolio with your adviser

Benefits

Here’s what you get:

a customised investment portfolio

potential tax efficiencies

professional investment management

What’s a model share portfolio?

Model share portfolios (also known as Separately Managed Accounts or SMAs) provide a simple and efficient way to own direct shares and other listed investments, while still enjoying the benefits of professional managers. You can access sophisticated portfolio construction and risk management through investment managers.

You’ll also get a dedicated administrator who performs all custody and administration functions, including trading shares, settlement and tax reporting. 

Professional strategy, individual ownership

Even though you’re using a professional investment manager, you actually own the individual shares in your portfolio. This could give you a number of tax benefits not usually available through managed funds. You have greater control over how and when capital gains arise, dividends are paid directly and immediately, while capital losses are applied straightaway to avoid future tax surprises. 

Find out more

For more information about AMP Personalised Portfolio:

Monday to Friday
8.30am – 5.30pm (AEST)

or talk to a financial adviser

To become an investor in the Personalised Portfolio, your financial adviser will need to complete an online application form.

Important information

It’s important to consider your particular circumstances and read the relevant product disclosure statement before deciding what’s right for you. This information hasn’t taken your circumstances into account.

This information is provided by AMP Life Limited. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relation to products and services provided to you. All information on this website is subject to change without notice.

The issuer of AMP Personalised Portfolio is NMMT Limited.

NMMT Limited has elected to shorten the maximum period by which an exit statement must be given in respect of AMP Personalised Portfolio from six months to three months from the date an investor ceases to hold the product. The effect of this election is that exit statements given to investors who exit AMP Personalised Portfolio from 1 October 2017 will contain information about fees and costs that complies with the enhanced fee disclosure requirements as set out in Regulatory Guide 97 issued by the Australian Securities and Investments Commission (ASIC).