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Socially Responsible Funds

Investment Opportunities > Managed Funds > Socially Responsible Funds > AMP Capital Sustainable Share Fund Print this page [ A ] [ A ] [ A ]
 

Socially Responsible Funds

AMP Capital Sustainable Share Fund

Rebate Offer 4.1% (100%)
Minimum Initial Investment $30,000
Expected Close Date Ongoing
Description The AMP Capital Sustainable Share Fund invests primarily in companies listed on the ASX with the objective of providing investors with competitive returns.
Product Disclosure Statement
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The AMP Capital Sustainable Share Fund is a socially responsible investment fund utilises the 'Sustainable Alpha' investment process which integrates environmental, social and governance analysis with financial analysis to look beyond traditional indicators of corporate success.

The AMP Capital Sustainable Share Fund's investment style blends value and growth characteristics, identifying stocks that are either:

  • undervalued in the market, or
  • show the potential for strong growth

This provides the Fund with the potential to deliver strong returns across a range of market conditions.

Investing in the shares of a company with a sustainable focus is emerging as a key area to potentially add value and performance to a portfolio. Investment with the AMP Capital Sustainable Share Fund provides investors with:

  • Access to the 'Sustainable Alpha' investment process which seeks out the value in companies through their intangible assets, revealing a wider range of corporate growth drivers and risk factors, and involves constructive engagement with managing directors and key staff to encourage them to improve the company's environmental, social and governance performance.
  • The potential to deliver strong returns across a range of market conditions, through an investment style that blends value and growth statistics.
  • Exposure to the investment expertise of the Sustainable Alpha team of portfolio managers and social/environmental research specialists, and
  • Access to AMP Capital's experience as manager of one of the largest portfolios of investments with a sustainable focus in Australia - over $2.1 billion at 31/12/06.

The AMP Sustainable Share Fund has received SRI (Socially Responsible Investment) certification from EIA (Ethical Investment Association).



Fee Disclosure
2020 DIRECTINVEST will rebate 100% of the 4.1% entry fee on investments in the AMP Capital Sustainable Share Fund as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.25% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

  Download Product Disclosure Statement (PDS)
 Request Product Disclosure Statement (PDS)
  Fund Profile

Sustainable Investing
What is Sustainable Investing and how does it differ from ethical investing? more info
 
Risk Advice
Not sure about the right level of risk cover? Life insurance advice with commission rebates. more info
 
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