MYNORTH RETIREMENT FUND
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1 MYNORTH RETIREMENT FUND MyNorth Retirement Fund is a diversified investment solution designed and managed specifically with retirees needs in mind. The Fund leverages AMP Capital Multi-Asset Group capability and process the team behind Multi-Asset Fund and Income Generator. The Fund utilises the well-established and proven process of the Multi-Asset Fund and is similar in many ways, however it has some key points of difference: it has a lower return target, more defensive portfolio positioning, a greater focus on income and importantly, the Portfolio Manager is conscious of money being drawdown in pension phase, which means interest rate and inflation risk are actively managed. When used in conjunction with MyNorth Pension Payment Planner, it helps provide a cash flow stream lasting to an age elected by the investor, giving cost-conscious retirees peace of mind that their living expenses may be covered. MANAGER/FUND MYNORTH RETIREMENT FUND MULTI-ASSET FUND PLATFORM MENU MyNorth Core MyNorth Select RETURN OBJECTIVES* before fees after fees CPI +3.5% pa CPI +2.8% pa CPI +5.5% pa CPI +4.7% pa VOLATILITY PARAMETER 3-7% 4-8% RISK MANAGEMENT 12.5% expected maximum drawdown 15% expected maximum drawdown MANAGEMENT COST 0.70% pa + estimated performance fee of 0.051% from underlying managers 0.85%** INVESTMENT STRATEGY Managed for retirees Suitable for both retirees and those in accumulation FOCUS ON INCOME TAX AWARE FOCUS ON RISK LIQUIDITY LOW COST INFLATION LINKED The Fund has a focus on Australian equity income and other income focused strategies across both growth and defensive asset classes. The Fund is designed and managed for low marginal tax payers and is tax aware. The Fund will tactically implement tail risk hedging to help protect the portfolio against large losses. Daily liquidity provides clients the flexibility to deal with emergencies. The Fund has been designed to be a low cost option for retirees 0.70% management fee on platform + estimated performance fee of 0.051% pa. Exposure to assets such as real estate, infrastructure and inflation linked-bonds to protect retiree s cash flows in real terms. * Please note MyNorth Retirement Fund uses the after-fee return objective and Multi-Asset Fund uses the before-fee return objective. Check the PDS for more information (Multi-Asset Fund PDS MyNorth Retirement Fund PDS is available via Portal: Products > Investments & savings > Multi-manager > MyNorth > MyNorth Retirement Fund). **Multi-Asset Fund is subject to underlying performance fees. AMP CAPITAL MYNORTH
2 Manager Summary MANAGER/FUND ROLE MULTI-ASSET FUND MYNORTH RETIREMENT FUND AMP Capital Social infrastructure AMP Capital Global listed real estate AMP Capital Global listed infrastructure AMP Capital Fixed income AMP Capital Australian equity income AQR Hedge fund beta Future Directions Enhanced International Shares AQR International equities EIT International equities Henderson International equities Ardea Inflation-linked bonds Arrowstreet Global equities long/short Future Directions Credit Opportunities Brigade High yield credit Loomis Sayles Senior floating rate loans TCW Absolute return fixed income (mainly asset-backed) KKR Prisma Hedge fund of funds Loomis Sayles Senior floating rate loans Martin Currie Australian equity income Orbis Global value equities SouthPeak Hedge fund strategies SSgA Emerging market equities Vinva Australian equities long/short Vinva Market neutral Asian equities AMP CAPITAL MYNORTH 2
3 Manager Profiles AMP Capital Global Real Estate, Listed Infrastructure, Fixed Income, Australian Equity, Social Infrastructure AMP Capital is a majority-owned entity of AMP Limited, a listed financial institution in Australia focused on superannuation and investment products, insurance, financial advice and banking products. AMP Capital is a large investment firm with capability in property and infrastructure, fixed income, equities and multi-asset solutions. The strategy adopts a bottom-up and top-down approach with a strong focus on valuation based stock selection methodology. The team seeks to identify and capitalise on investment opportunities through an integrated approach to security level analysis and macro themes impacting real estate markets. The strategy aims to add value through applying combined research sources in a disciplined and systematic manner, taking account of mispricing opportunities and the level of risk these opportunities bring to the portfolio. The portfolio typically has growth characteristics. Ardea Inflation Protection Ardea is a longer term, fundamentally driven, value investor with a focused approach across three main strategies inflation, interest rates and arbitrage. The highly experienced team has worked together for a number of years, previously at Credit Suisse Asset Management before forming Ardea in Ardea is majority owned by its investment team. For AMP Ardea oversees an Australian inflation-linked bond portfolio. The exposure to inflation-linked fixed income provides highly defensive characteristics, and includes an important hedge against inflation. The strategy invests mainly in government inflation linked bonds, but can also invest in nominal government and semi-government bonds, inflation derivatives, interest rate derivatives, and bank bills. AQR International Equities, Hedge Fund Beta AQR DELTA Strategy was built on the foundation of AQR s guiding principles and philosophy which is a systematic, research-driven approach to managing alternative strategies. Using a bottom-up, systematic approach, AQR DELTA strategy provides cost-effective exposure to more than 60 hedge fund risk premia, categorised into nine broad strategy groups (Long/Short Equity, Equity Market Neutral, Dedicated Short Bias, Global Macro, Emerging Markets, Convertible Arbitrage, Managed Futures, Event Driven, Fixed Income Relative Value). The AQR team identifies those classic hedge fund strategies that are logical and based on sound economic principles and years of empirical study, and then seeks to systematically capture the core return drivers of these strategies via bottom-up construction of dynamic trading strategies, with some discretion as to the inclusion and the relative mix. The manager seeks hedge fund-like returns with volatility close to 10% and minimal correlation to traditional asset classes. Brigade High Yield Bonds Brigade Capital s opportunistic credit strategy follows a long-biased, opportunistic approach to investing in the debt portion of leveraged capital structures. The strategy seeks to produce consistent returns that outperform high yield indices, with an emphasis on capital preservation. High yield corporate bonds will typically represent the largest exposure within the strategy, with the potential for allocations to other debt positions including bank debt, first lien/rescue financing, high grade corporate bonds, convertible bonds, and distressed securities. The strategy may also employ index hedges, with the intent of managing portfolio exposures and dampening volatility. Enhanced Investment Technologies (EIT) Cost Efficient International Equity EIT has been appointed to oversee a customised version of its active diversity-focused strategy. EIT employs a differentiated stochastic process that combines stocks which exhibit some relative volatility, but are lowly correlated, in a more efficient configuration than the benchmark. EIT s research has shown that a portfolio that is optimised and rebalanced in this way will tend to outperform a passive index. EIT s investment process sees its portfolio continually evaluated to ensure its diversification and return characteristics are consistent with both investment objectives and the underlying mathematical theorem. The manager s investment team is well-regarded with a stable history, helped by a strong alignment framework including employee ownership. AMP CAPITAL MYNORTH 3
4 Henderson Multi-Strategy Enhanced Index Henderson uses a combination of quantitative and qualitative investment techniques across four lowly correlated strategies (fundamental, event-driven, relative value and liquidity) to add value in its enhanced index portfolio. The portfolio is designed to be style and beta neutral. Henderson employs a portable alpha approach that allows the manager to generate alpha by investing in market neutral funds that are independent of the beta component of the portfolio. Therefore, alpha generation is not constrained by beta exposure and active capital will be invested in the most attractive risk/return opportunities globally. Henderson was selected for this unique approach to portfolio construction and alpha generation, its strong portfolio management leadership and robust alignment structure that incentivise the team to generate alpha for clients. Loomis Sayles Senior Floating Rate Loans Loomis Sayles has managed fixed income and equity investments for institutional, high net worth and mutual fund clients for more than 90 years. The firm is known for disciplined, fundamental research and has dedicated substantial resources to research in support of an investment team and covers more than 1,500 corporate credits and bank loans worldwide. Loomis Sayles believes intensive bottom-up investment analysis combined with a clear macroeconomic and market perspective is the best way to deliver excellent performance. All of the firm s portfolios are constructed by small, focused teams supported by extensive economic, market, sector, issuer, security, trading and quantitative analysis. In regards to bank loans, Loomis Sayles tilt towards Quality. Loomis Sayles seek to construct diversified portfolios with the potential addition of alpha delivered using a strong credit focus. Loomis Sayles universe emphasises U.S. Dollar-denominated bank loans that are made by financial institutions primarily in the U.S. that typically hold the most senior positions in the borrower s capital structure. They also seek to avoid adding risk when it is not commensurate with return (e.g., in general, second-lien bank loans). The team is focused on delivering the best aspects of the asset class, in particular the attractive risk/return trade-off offered by higher quality bank loans. Martin Currie Australia Australian Equity Income and franking benefits Legg Mason is a global asset management business that comprises a range of affiliate asset managers including Martin Currie Australia which is a division of Legg Mason Asset Management Australia Limited. Martin Currie Australia has a 35 year track record in Australian equities. The investment team is includes 17 members with an average of 21 years experience. It manages a range of strategies, including Real and Equity Income, Value, Core, Listed Property, Small Companies and Multi-Sector. ORBIS Global Equities Orbis is a value-focused contrarian investment manager. Orbis seeks to invest in shares of companies that trade at a significant discount to their assessment of the intrinsic value of the business, believing the share prices will eventually reflect intrinsic value. Orbis is prepared to be patient as an investor in these companies and prefers wide gaps between share price and intrinsic value as a margin of safety. Orbis believes that behavioural biases drive investors to focus on short-term news rather than the long-term fundamentals. As a result, the share prices of companies can deviate significantly from their long-term intrinsic values. Orbis seeks to exploit these opportunities by applying a disciplined, bottom-up approach with thematic/sectoral insights, and in-depth company research. The manager believes that currency exposures present both risk and opportunities, so actively manages this in the portfolio. Southpeak Real Diversification SouthPeak s Real Diversification Fund is designed to provide consistent positive returns with strong resilience to market shocks. The Fund invests in four strategy groups: carry, value convergence, behavioural and tail protection. Strategies are diversified across multiple asset classes, geographies and implementation approaches. In constructing its portfolio, SouthPeak emphasises cost efficiency, liquidity and active risk management. The Fund is a source of liquid, low correlation, low cost alternative returns, and provides important diversification benefits. AMP CAPITAL MYNORTH 4
5 SSGA Emerging Markets State Street Global Advisors (SSGA) is one of the world s largest investment managers and for nearly four decades has helped financial market participants to reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. Indexing is a significant pillar of SSGA s investment management business, delivering customised, cost-effective index strategies to investors worldwide since Decades of experience, significant product breadth, access to multiple sources of internal liquidity, and our size enable us to offer consistent, predictable tracking to almost any benchmark or return stream around the world with rigorous processes and risk management. TCW High Yield Bonds TCW s unconstrained strategy forms part of the allocation to the Future Directions Credit Opportunities Fund. The strategy is an opportunistic, enhanced total return fixed income strategy which is able to access alpha levers across multiple strategies such as securitised assets and emerging debt (when appropriate). The unconstrained strategy seeks to provide investors with positive long-term returns irrespective of general securities market conditions. The Fund allocates investments across a range of opportunities in the global fixed income marketplace without being tethered to a traditional fixed income benchmark. The strategy seeks to add value through the application of experience and committed research to take advantage of market mispricings. CONTACT US If you would like to know more about how AMP Capital can help you, please visit Important note: While every care has been taken in the preparation of this document, AMP Capital Investors Limited (ABN , AFSL ) and AMP Capital Funds Management Limited (ABN , AFSL ) makes no representations or warranties as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. AMP Capital Funds Management Limited (ABN , AFSL ) (AMPCFM) is the responsible entity of the MyNorth Retirement Fund AND Multi-Asset Fund and issuer of units in the Funds. Further information about the Fund can be found in the product disclosure statement (PDS) for the relevant superannuation product issued by NM Super or the PDS issued by AMPCFM. The PDS contains important information about the relevant superannuation product and/or the Fund and it is important investors read the PDS before making a decision about whether to acquire, continue to hold or dispose of the superannuation product (including decisions whether to invest in the Fund through the superannuation product. Neither AMPCFM, NM Super nor any other company in the AMP Group guarantees the repayment of capital or the performance of any financial product or any particular rate of return. This document 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 document, and seek professional advice, having regard to their objectives, financial situation and needs. This document is solely for the use of the party to whom it is provided. The information in this presentation is provided only for the use of advisers/ financial planners; it is not intended for investors. This document provides a brief overview of some of the benefits of investing in the funds. The adviser/financial planner remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements. Therefore, advisers/planners must not attribute any advice/service to AMP Capital or in any way suggest that AMP Capital is the author of any part of that advice/service. Copyright 2017 AMP Capital Investors Limited. All rights reserved.
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