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AMP CAPITAL INVESTMENT FUNDS GOALS BASED FUNDS Product Disclosure Statement This document replaces the Product Disclosure Statement dated 4 August 2017. Dated 12 October 2017 Issued by AMP Investment

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What is goals based funds?

Goals based funds are investment funds that are structured based on specific financial objectives or goals set by the investor.

Who is required to file goals based funds?

Investment managers or financial institutions that offer goals based funds are required to file them.

How to fill out goals based funds?

To fill out goals based funds, investment managers need to provide specific information about the fund's objectives, holdings, and performance.

What is the purpose of goals based funds?

The purpose of goals based funds is to help investors achieve specific financial goals, such as saving for retirement or funding education.

What information must be reported on goals based funds?

Information such as fund objectives, risk profile, investment strategy, and performance must be reported on goals based funds.

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