Your contact options
-
1800 658 404
-
Email us
-
Contact us
Funds
Investors can access capital protection, leverage and profit protection strategies through unit trusts or through customised investment portfolios (ie.SMPs).
Pooled funds
Fund name |
Type of fund |
Risk rating |
Timeframe |
| Structured Equity Fund (SEF) | Provides enhanced cash returns through a beta transfer process using equity market options. There is some degree of capital protection.
|
Low | 3 years |
Future Directions Geared Australian Share Fund |
Provides exposure to shares listed on the Australian Stock Exchange using a blend of investment managers. The Fund aims to magnify returns by gearing to increase the amount of capital invested. | High | 5-7 years |
Separately Managed Portfolios (SMPs)
|
|||
| Double Yield Plus Overlay (DYPO) | Targets returns that are double the cash rate when share market returns are at least positive. The fund offers some degree of capital protection.
|
Medium | N/A |
| Protected Growth Fund | Targets returns equal, on average, to those of shares. Offers a capital protection facility.
|
Low | N/A |
| Growth Overlay Fund | Takes advantage of a rising share market while providing protection from a falling share market.
|
Medium | N/A |
| Synthetic Cash Fund | Targets returns in excess of cash using derivatives. | Low | N/A |
NB: For information about our SMPs please contact Client Services 1800 658 404 or email us at clientservices@ampcapital.com |
|||
