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.
Managing your Investments with WealthViewShow more
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.
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.
Managing your Investment in the AMP Investment TrustShow more
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).