Page 9 - Taking Stock 22 Summer 2019

Summer 2019 Taking Stock A rst for Global Multi-Asset Fund The AMP Capital Global Multi-Asset Fund has received a rating upgrade from FundSource, moving from AA to AAA. This marks a signi cant milestone as it is the rst fund to be granted the AAA: Highly Recommended rating by FundSource as part of their qualitative research service. The rating recognises funds that have superior average scores in six underlying qualitative factors: signi cantly experienced and stable senior personnel, a sound track record over a full market cycle, a clearly de ned investment philosophy and process, and a portfolio consistent with that philosophy and process. The report also highlights the Fund’s exibility to invest differently to a traditional diversi ed fund, and remain responsive to market conditions, as a key differentiator of this goals-based solution. Download the full report or nd out more about the Global Multi-Asset fund on our website. NZ Short Duration Fund recognised The AMP Capital NZ Short Duration Fund was among the winners at the FundSource 2018 Awards, picking up the Longevity Award. The annual FundSource Awards follow a rigorous qualitative and quantitative screening process, and highlight the strong calibre of local fund managers that are meeting the needs of New Zealand investors. Despite the obvious irony between the award and fund name, this accolade recognises the excellent long-term performance of one of AMP Capital’s agship xed income capabilities, and the strength of the NZ Fixed Income team led by Vicky Hyde-Smith. Find out more 9