As the end of another financial year draws to a close, we hope that your investment and/or superannuation portfolio has made good gains and that you have managed your tax liabilities effectively.
The 2007/08 financial year will see even more innovative products come into the market and several more initiatives launched on our website to help you educate yourself and build wealth over the long term.
As always, if you have any questions at all about our products or services, please don’t hesitate to email us, or call our friendly client services representatives on 1300 880 160.
Don't forget we are offering you and your family TrailCapTM 50/50 until 30 June 2007. By registering all of your existing managed funds, superannuation and allocated pension investments under our unique TrailCapTM program, we will share with you 50/50 all commissions we earn from these investments* in the next 12 months. To start the process, please fill in our Fund Broker Nomination Form and fax it back to us on 1300 880 260 ASAP.
AMP Capital Sustainable Share Fund
The AMP Capital Sustainable Share Fund uses a sustainable approach to investing, integrating financial analysis with environmental, social and governance factors shaping companies’ future growth prospects. The Fund invests primarily in companies listed on the Australian Securities Exchange with the aim of providing you with competitive returns.
The 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.
Using Macquarie Margin lending, you can invest a larger amount, with less money out of your own pocket. The AMP Capital Sustainable Share Fund is approved to 75% LVR. This means that by using $10,000 of your own money, you could invest up to $40,000 in the fund.
Click here for more information and to request a Product Disclosure Statement (PDS).
The InvestSMART Team