Investors should consider the product disclosure statement pds available from amp capital investors limited abn 59 001 777 591, afsl 232497 amp capital for the amp capital core property fund fund before making any decision regarding the fund. Nov 14, 2016 the fund offers well above average one, three, and fiveyear returns of 2 percent, 32. The market index for each of the funds within the amp investment trust other than those listed in the table below is a composite index. The statebacked irish infrastructure fund is on course to grow its portfolio of assets to 1bn in the next five years as australian partner, amp capital, ramps up the pace of acquisitions. Amp capital core infrastructure fund designed with the direct investor in mind, the fund is uniquely positioned with a target allocation of 50% unlisted assets and 50% listed securities. Performance charts for amp capital specialist property and infrastructure fund amp1990 including intraday, historical and comparison charts, technical analysis and trend lines. Unlike the global fund, adit is openended, refashioned from the infrastructure equity fund, which was launched in 1995 making it the longestsurviving infrastructure fund in australia. Amp capital increases stake in auckland south corrections. Founded in 1986 and based in baltimore, maryland, synagro is a core infrastructure company with an assetbased business model delivering an essential service to more than 600. Importantinformation 1 1 aboutampcapitalfunds managementlimited 1.
Amp capital global infrastructure fund reaches first close. Amp capital, understanding infrastructure a reference guide, 20. Magellan infrastructure fund magellan financial group. Amp capital core infrastructure hedged managed fund.
The enterprise asset management planasset system summary 1. Portfolio allocations to infrastructure have grown significantly in recent years and this trend is expected to continue, as is the trend for more private capital to replace aging infrastructure or fund new projects. To invest in the fund, investors will need to obtain the current product disclosure statement pds from amp capital investors limited abn 59 001 777 591. Point point point point point point point point point point point point. The average infrastructure fund has lost 15% during q1 as the lockdown restrictions impact toll roads, airports and oil pipelines but this remains a higher rate of return than for australian. Amp capital infrastructure debt fund is a closed private equity fund managed by amp capital infrastructure. A core portfolio component or tactical allocation to the infrastructure sector. As part of the amp group, amp capital shares a heritage that spans over 160 years.
Amp capital global infrastructure securities fund unhedged managed fund p 38 vin te 24032017 lonsec research pty ltd abn 11 151 658 561 afsl. The pds contains important information about investing in the fund and it is important that investors read the pds before making any decision whether to acquire, or continue to hold, or dispose of any units in the fund. This structure contains magnetic flow meters, ph meters and electroconductivity meters along with gates that can be raised or. Amp capital advantage core infrastructure factsheet. Amp is a proud signatory of the united nationssupported principles for responsible investment pri. The fund invests in unlisted infrastructure assets either held directly by the fund or accessed through the fund s investment in infrastructure funds which invest in infrastructure assets and in listed infrastructure securities through investment in the amp capital global listed infrastructure securities fund. Amp capital core global shares fund 26 november 2007 february 2017 for the quarter ended 31 december 2016. Amp capital global infrastructure securities fund unhedged managed fund product disclosure statement 4 about amp capital amp capital is a global investment manager with a large presence in australia. The shift to noncore infrastructurewhos investing where. Fund transaction cost updates fund update fund transaction cost updates 3 april 2020 changes to buy sell spreads we are writing to advise you of changes to the fund s listed in the table on the following page, that have been. Amp capital core infrastructure fund we are writing to update you on the performance fees that may be charged to the amp capital core infrastructure fund the fund.
Amp capital advantage core infrastructure fund pds and asic final. Dated 4 august 2017 issued by amp investment management n. Fund name continued qualifying percentage columbia global equity value fund 64. Amp is a global renewable energy infrastructure manager, developer and owner.
Amp capital global infrastructure fund noneu b, lp fund data. Amp capital is 85% owned indirectly by amp limited. Morningstar fund report amp capital core infrastructure h retail fund report report generated 04 may 2020 performance. Amp capital global infrastructure securities unhedged r. Amp capital has announced a senior appointment to its social care team as it continues to grow its infrastructure equity business. Amp capital core infrastructure fund the fund is uniquely positioned with a target allocation of 50% unlisted assets and 50% listed securities. Amp global infrastructure fund targeting a gross irr of 1215%, including a cash yield of 46%, the amp capital global infrastructure fund focuses on infrastructure businesses delivering an attractive combination of stable yields and ongoing growth in mature oecd markets. Giuseppe corona is based in amp capitals london office and is head of the global. This information must be read in conjunction with the warning, disclaimer and disclosure at the end of this document. Amp also said it has attracted a significant commitment from global private equity and from infrastructure investor pantheon into the new fund, but did not disclose the amount of commitments.
Daniel pilbrow has joined amp capital as an associate director for social care, based in sydney, where he will focus on creating value within existing health infrastructure assets as well as identifying opportunities to increase investment. Examples of this include the development of alternative energy markets, utilities, roads, railways, airports, port and loading facilities, communications, health and other. The magellan infrastructure fund has been designed to provide investors with efficient access to the infrastructure asset class, while protecting capital in adverse markets. Whether youre after a simple investment or a portfolio you can be heavily involved with, theres an amp investment product to suit your needs.
Amp capital has been investing in infrastructure for nearly 30 years and is one of the very few truly global midmarket players. Institutional appetite for infrastructure debt in late 2018. Amp capital advantage core infrastructure fund managed. Ifm investors is a pioneer and leader in infrastructure investing on behalf of institutional investors globally, with a 24year track record of success. Many risk considerations are centred around fund structures, whether openendedevergreen or closedendedfinite term funds. Amp capital diversified infrastructure trust, region other includes africa, asia, north america, oceania and south america asper renewable power partners 2 fund rpp2 fund, sector renewable power generation. The core infrastructure fund cif strives to uphold and increase capacity for individuals, organizations, and companies working to fortify the foundational components of demonstrably important technology relied upon by people in repressive countries ideal applications are. By kelly deponte, probitas partners infrastructure investing is a relatively new sector within institutional investors portfolios and has been growing dramatically over the last five years. Infrastructure equity funds invest more than 60% of their assets in stocks of companies engaged in infrastructure activities. Gresb infrastructure reaches critical mass with strong.
Amp capital investment funds property, infrastructure and commodities funds issued by amp investment management n. The infrastructure asset class, when appropriately defined, is characterised by monopolylike assets that face reliable demand and enjoy predictable cashflows. The amp community infrastructure fund invests in social infrastructure public private projects like royal north shore hospital one of sydneys largest. Though a few of the largest and most sophisticated investors have devoted the necessary resources to develop. Amp capital global infrastructure securities fund betashares. Amp capital investment funds property, infrastructure and commodities funds product disclosure statement this document replaces the product disclosure statement dated 30 june 2017.
Annual report amp capital investment funds for the accounting period ended 31 march 2017. Detailed fund information unit name amp capital core infrastructure p sector equity infrastructure launch date 30oct2007. Amp capital adds its core infrastructure fund to smsf. Amp capital funds management limited abn 15 159 557 721, afsl 426455 ampcfm is the responsible entity of the amp capital core infrastructure fund and the issuer of the units in the fund. Ampcapitaladvantage coreinfrastructure fund productdisclosurestatement issued11december2018. Amp capital core infrastructure fe fundinfo crown rating factsheet as at. Aboutampcapitalfundsmanagementlimited 2 abouttheampcapitaladvantagecoreinfrastructure 3 fund ourinvestmentapproach 6 fundprofile 8 risksofinvesting 10. It is made up of the benchmark indices used to measure the performance of each underlying fund asset class into which the relevant fund invests.
Industries considered to be part of the infrastructure sector include. Limited this document gives you important information about this investment to help you decide whether you want to invest. It invests in a targeted 5050 mix of direct infrastructure and listed infrastructure securities, the latter to. Amp has been helping our customers take control of their financial future for 160 years, with a range of awardwinning investment products. A portfolio diversifier with stable cash yields, j. Amp capital core infrastructure a managed fund profile. Amp capital specialist property and infrastructure fund. Fund invests at least 90% of assets in core and pure infrastructure assets with strong monopolistic characteristics and littleno competition. Fund strategy the fund invests in unlisted infrastructure assets either held directly by the fund or accessed through the fund s investment in infrastructure funds which invest in infrastructure assets and in listed infrastructure securities through investment in the amp capital global listed infrastructure securities fund. Archmore international infrastructure fund i, sector diversified. The current performance fee arrangement entitles the fund manager to earn a performance fee of 15% of. Mar 20, 2017 and infrastructure funds have been the most active players in the noncore infrastructure space accounting for between 44 per cent and 66 per cent of investment volumes in noncore.
It invests in a targeted 5050 mix of direct infrastructure and listed infrastructure securities, the latter to provide investors with liquidity. Through investment in infrastructure securities, the amp capital. Performance actively managed and aims to provide total returns income and capital growth after costs and. We ensure that at least 90% of the fund is invested in core and pure infrastructure rings 1 and 2, which are fundamental infrastructure sectors such as energy, transportation, communications and water. Eight benefits of listed over unlisted infrastructure. Mar 20, 2017 the investment levels in noncore european infrastructure assets have more than tripled over the last seven years. Arp code product category effective date entry price exit price. Morningstar fund report amp capital core infrastructure h. The amp capital core infrastructure fund offers retail investors access to direct infrastructure assets usually only available to large institutional investors. Click the print icon in your browser to print this report. Amp capital has completed the acquisition of an additional 30 per cent equity stake in the auckland south corrections facility ascf from john laing on behalf of investors in the amp capital community infrastructure fund commif and amp capital core infrastructure fund. Ftse core infrastructure indexes ft ussell about ftse russell ftse russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies.
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