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AMP CAPITAL INVESTMENT FUNDS GOALS BASED FUNDS Product Disclosure Statement THIS DOCUMENT REPLACES THE PRODUCT DISCLOSURE STATEMENT DATED 29 APRIL 2016. DATED 31 OCTOBER 2016 ISSUED BY AMP INVESTMENT
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What is goals based funds?
Goals based funds are investment funds that are structured around specific financial goals or objectives, such as retirement savings or buying a home.
Who is required to file goals based funds?
Any financial institution or fund manager that offers goals based funds is required to file them with the appropriate regulatory bodies.
How to fill out goals based funds?
To fill out goals based funds, you need to provide information about the fund's objectives, investment strategies, performance metrics, and any associated risks.
What is the purpose of goals based funds?
The purpose of goals based funds is to help investors achieve specific financial goals by providing targeted investment strategies and guidance.
What information must be reported on goals based funds?
Information such as the fund's performance, investment holdings, risk profile, and fees must be reported on goals based funds.
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