About the Fund
Blends a portfolio of strategies that invest primarily in shares listed or expected to be listed on the Australian Securities Exchange.
To provide a total return (income and capital growth), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.
This product is likely to be appropriate for a consumer seeking capital growth to be used as a satellite/core holding within a portfolio where the consumer has a medium to long investment timeframe and a very high risk/return profile.
Withdrawals are allowed daily. Withdrawals are normally processed within 5 business days. The constitution allows for payments to be made within 30 calendar days.
What are the risks?
The Fund may be suitable for a consumer with a more aggressive or very high-risk appetite, seeking to maximise returns and can accept higher potential losses (eg has the ability to bear more than 6 negative returns over a 20-year period (SRM 7)) in order to target a higher return.
The ‘Risks of investing’ section of the Product Disclosure Statement and Incorporated Information for this Fund provides further information about the risks noted above, as well as information about other investment risks of which you should be aware.
For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.
Investment Partners
Allan Gray
Allan Gray's investment philosophy is simple - we take a contrarian approach, apply it consistently and invest for the long term. It's how we have been investing in Australia since 2005 and how the broader group has been investing in other markets since 1973. We apply the same long-term, contrarian philosophy based on bottom-up fundamental research year after year and this approach will never change. For more information go to allangray.com.au.
ECP Asset Management
ECP Asset Management was established in 2012 to invest our own funds together with our clients' in high quality, ASX-listed growth companies. We believe that investing in high quality growth businesses that have the ability to generate predictable, above average economic returns will produce superior investment performance over the long-term.
Macquarie Investment Management Global Limited
Macquarie Investment Management Global Limited forms part of Macquarie Asset Management, which is Macquarie Group's asset management business. Macquarie Asset Management is an integrated asset manager across public and private markets offering a diverse range of capabilities including real assets, real estate, credit, and equities and multi-asset.
Regal Funds Management
Regal Funds Management is a multi-award-winning specialist alternatives investment manager, pioneering the hedge fund, private market, and alternatives industry in Australia since it was founded in 2004. With a heritage in fundamental long / short investing, investment strategies aim to identify and capitalise on both long term and short-term investment opportunities. Home to one of the largest fundamental research teams in Asia-Pacific, Regal is a benchmark unaware, absolute return investor.
UBS Asset Management (Australia) Ltd
UBS Asset Management (Australia) Ltd, is a wholly owned subsidiary of UBS Group AG. UBS Asset Management, a business division of UBS Group AG, is a large-scale asset manager with businesses well-diversified across regions, capabilities, and distribution channels.
View our pricing and performance page for more information
Platform Fund
Fund details
| APIR code | AMP0681AU |
| Minimum investment |
$10,000,000 |
| Investment objective | To provide a total return (income and capital growth), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis. |
| Investment approach |
The Fund diversifies manager risk across a range of investment managers by using a multi-manager approach. Exposures are to managers who demonstrate competitive advantages within the various investment styles that are used when investing in the Australian equity market. |
| Minimum suggested timeframe |
7 years |
| Distribution frequency |
Half-yearly |
| Product inception date |
09 Oct 2002 |
| Risk level (1-7) | 7. Very High |
| Benchmark | S&P/ASX 300 Accumulation Index |
| Product status | Open |
Documents & Downloads
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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 Option(s) and the issuer of the units in the Option(s) and the Product Disclosure Statement(s) (PDS). To invest in the Option(s), investors will need to obtain and consider the current PDS or other offer document for the relevant Option(s) available at amp.com.au/investments. The PDS or offer document contains important information about investing in the Option(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 Option(s). A target market determination has been made in respect of the Option(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.
The Option's risk level is based on the estimated number of negative annual returns for the Option over any 20-year period and is not a complete assessment of the risks of investing in the Option. For instance, it does not detail what the size of a negative return could be or the potential for a positive return to be less than an investor may require to meet their objectives. Consequently, before choosing to invest or reinvest in the Option, you should read the Option's PDS and incorporated information and consider factors such as the likely investment return, the risks of investing and your investment time frame. Information about the methodology used for calculating the risk level is available here.
Important note: The unit prices displayed in this section are indicative only.
If unit prices are not available for today then the latest available prices will be displayed. Unit prices are not calculated on weekends or public holidays.
Our unit price discretion policy states where we may exercise certain discretions in determining the unit price of units on application or withdrawal in each investment option. View and download our Unit Pricing Discretions Policy for the types of discretions that we may exercise, in what circumstances, our policies on how we exercise the discretions and the reasons why we consider our policies are reasonable.
Unit prices are provided for your information only and are not guaranteed. They are based on historical data and you should not rely on the above information as the basis for making any investment, financial or other decision as past unit prices are not a reliable indicator of future unit prices.
During the time it takes to process an application or redemption application, the unit price may vary and the actual unit prices applying to applications and redemptions may differ from those displayed in this section. Actual unit prices can be confirmed on receipt of a completed application or redemption form.
None of ipac Asset Management Limited Funds ABN 22 003 257 225, AFSL 234655), National Mutual Funds Management Limited (ABN 32 006 787 720, AFSL 234652), or any company within the AMP Group makes any representation or warranty as to the reliability, completeness or accuracy of the unit price information or accepts any responsibility arising in any way (including by reason of negligence) for errors in or omissions from the unit price information.
The information in this section is not an offer or recommendation of securities or other financial products offered by the AMP Group and is not an invitation to take up securities or other financial products. Investors should consider the relevant PDS available from us for the relevant option before making any decision regarding the product.
Important note: Past performance
Past performance is not a reliable indicator of future performance.
Performance is annualised for periods greater than one year. Total returns are calculated using the unit price which uses the net asset values for the relevant month end. This price may differ from the actual unit price for an investor applying for or redeeming an investment. Actual unit prices will be confirmed following any transaction by an investor. Returns quoted are before tax, after fees and costs, and assume all distributions are reinvested.
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.