Empirical studies have demonstrated that asset allocation determines the vast majority of the returns that a portfolio will generate*, with a landmark study by Brinson, Hood and Singer calculating the figure to be as high as 91.5%. To fully leverage this, allocation ranges need to be completely flexible, and AMP Capital’s new exchange traded managed fund, the ‘Dynamic Markets Fund (Hedge Fund)’, ASX:DMKT, is able to dial exposures up and down within exceptionally wide ranges. For example the team could move exposure to growth assets like Global REITs, commodities or EM equities from 0% to 90%. Conversely, the fund could rapidly reposition 100% into defensives such as cash and sovereign bonds. For more information on DMKT please click here. (VIEW LINK)
* Asset allocation risk - there is no guarantee that the Fund’s asset allocation strategy will provide positive investment performance at all stages of the investment cycle.
This content has been prepared by AMP Capital. BetaShares Capital Ltd (ACN 139 566 868, AFSL 341181 ("BetaShares") is the responsible entity and the issuer of units in the Fund. AMP Capital is the investment manager of the Fund and has been appointed by the responsible entity to provide investment management and associated services in respect of the Fund. Investors should consider the Product Disclosure Statements (PDS) for the AMP Capital Dynamic Markets Fund (Hedge Fund) before making any decision regarding the Fund. The PDS contains important information about investing in the Fund and it is important investors read the PDS before making a decision about whether to acquire, continue to hold or dispose of units in the Fund. Neither BetaShares, AMP Capital, nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this document. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this content, neither BetaShares nor AMP Capital makes any representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. This content 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 email, and seek professional advice, having regard to their objectives, financial situation and needs.