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Your AMP Investments

How to manage your investments with AMP

Whether you're saving for retirement, a new house, or for your children’s education, you can tailor your AMP investments to help you achieve your financial goals.

Depending on which AMP investment products you have, you will have different options for how you can manage your funds.

Investment
enquiries

0800 267 111

Monday to Friday
8:00am - 6:00pm

  • Mail AMP Services (NZ) Limited
    PO Box 55
    Auckland 1140
    New Zealand

NZRT
enquiries

0800 800 267

Monday to Friday
8.00am - 6.00pm

  • Mail AMP Services (NZ) Limited
    PO Box 55
    Auckland 1140
    New Zealand

WealthView is a personalised investment portfolio service which gives you access to:

  • expert advice and fund management services
  • 24/7 online monitoring of your investments
  • regular detailed reporting
  • independent investment research.

Your options

Our expert advisers can help tailor-make an investment portfolio to meet your financial goals using our range of high quality, independently researched investments.

With WealthView you can monitor your investments 24/7, and change your personal details using our online portal.

You’ll receive regular reporting and ongoing advice to help you with decision making. A single consolidated tax report will be delivered to you at the end of the tax year, with all of the information you need to complete your tax return quickly and easily.

If you want to change funds or withdraw your savings you’ll need to talk to your adviser.

Find out more about WealthView.

The AMP Investment Trust (AIT) is an easy to manage, flexible way towards your financial goals.

AIT pools your savings with other investor's money, and gives you access to investments that you may not be able to invest in as an individual.

Your money buys 'units' that represent your share in the relevant fund. Each fund has a specific investment objective, and invests in different types of assets, such as cash, fixed interest, property and shares.

It's up to you to choose how you want to invest your savings. You're in the driving seat with your investment and request changes, including your choice of fund, at any time, by calling your adviser.

Your AIT Cash Management Account

When you invest in AIT, we'll open a Cash Management Account facility (CMA) for you. The CMA is a way of managing your cash so it's easy to invest, monitor, and withdraw. The money in your CMA is held in a bank account with a registered bank.

All the money involved in your investments will flow in and out of your CMA. Anytime you invest, withdraw or make transactions involving your funds, they will appear in your CMA. There are some exceptions that you can read about in the AIT Product Disclosure Statement (PDS).

How to ensure your money is always working hard for you

We want your money to work as hard as it can for you. You can ask your adviser to invest any surplus cash in your CMA (above the required minimum balance) in AIT funds according to your investment profile.

Invest in blended or single type assets

To avoid putting all your eggs in one basket, some AIT funds invest in a blend of assets. These are called 'diversified funds' and investments can include cash, fixed interest or shares, which have the potential to deliver more stable returns.

Some funds in the AIT range invest in only one type of asset, like shares, these are called 'single-sector funds'. By choosing different single-sector funds you can create your own diversified portfolio of investments.

You can also choose to diversify your investments across different fund managers, as well as different assets. Speak to your adviser to find out more information.

To find out more about AIT download the AIT Product Disclosure Statement (PDS).

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AMP Investment Trust

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Important information

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AMP Wealth Management New Zealand Limited is the issuer and manager of the AMP KiwiSaver Scheme (the 'Scheme'). The Trustee of the Scheme is The New Zealand Guardian Trust Company Limited (NZGT). AMP Wealth Management New Zealand Limited is the Trustee of the New Zealand Retirement Trust (NZRT).

AMP Wealth Management New Zealand Limited is the manager of the AMP Investment Trust (AIT). The Supervisor of AIT is The New Zealand Guardian Trust Company Limited.

The issuer and manager of AMP Investment Trust is AMP Wealth Management New Zealand Limited. The supervisor of the scheme is The New Zealand Trust Company Limited and the custodian of the scheme will be FS Nominees Limited, which is related company of the supervisor.

The issuer and manager of AMP Investment Trust is AMP Wealth Management New Zealand Limited. The supervisor of the scheme is The New Zealand Trust Company Limited and the custodian of the scheme will be FS Nominees Limited, which is related company of the supervisor.

Download a copy of the NZRT Product Disclosure Statement and NZRT Fund Update Booklet for more information.

While care has been taken to supply information on this website that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission.

A disclosure statement is available from your adviser, on request and free of charge.