Why invest with us?
The Specialist Funds aim to outperform their respective benchmarks over the long term by taking into account our understanding and analysis of market cycles, behaviours, correlations and themes. We do this by blending a number of specialist investment managers and/or strategies whose investment styles are expected to complement each other. The Funds aim to deliver attractive investment returns by investing in specialist managers and strategies.
Diversification across a number of investment styles
Active management to take advantage of market trends and forecasts
Access to the investment expertise of AMP’s investment team, which is supported by input from research partners.
Specialist Small Companies Fund
Blends a portfolio of strategies that invest primarily in shares listed or expected to be listed on the Australian Securities Exchange (ASX). Small companies are generally those defined as being outside the top 100 of the ASX.
Specialist International Share Fund
To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund’s performance benchmark after costs and before tax.
Specialist Geared Australian Share Fund
Blends a portfolio of investment managers that invest primarily in shares listed, or expected to be listed, on the Australian Securities Exchange (ASX).
Specialist Diversified Fixed Income Fund
Blends a portfolio of strategies that invest in Australian and global fixed income securities including government bonds, government-related bonds, inflation linked and corporate bonds, as well as asset backed securities, cash derivatives and foreign currency.
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What you need to know
This information has been prepared by 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. This information has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this information, and seek professional advice, having regard to their 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). 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 information. Past performance is not a reliable indicator of future performance.
The information included on this page was current on the date published within 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.
All information on this website is subject to change without notice. NMFM is part of the AMP group.
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.