AMP broadens retail access to institutional strategies via new deals

Yasmine Raso

Senior Journalist, Financial Newswire

9 December 2025

AMP has secured two strategic partnerships with fund managers as part of its newly-launched Constructor Series, designed to deliver financial advisers and their retail clients access to “diversified and differentiated strategies” traditionally reserved for institutional investors.

Collaborating with Dimensional Fund Advisors and SouthPeak Investment Management, the AMP Constructor Series provides access to a curated range of solutions that leverage the exclusivity and quality of institutional-only opportunities but are tailored to retail investors’ specific investment goals and asset capabilities.

“We’re thrilled to be launching the AMP Constructor Series as we partner with external fund managers that we have institutional investments and relationships with to offer a series of funds to the retail market,” Anna Shelley, AMP’s Chief Investment Officer, said.

“By partnering with Dimensional and SouthPeak, we are providing access to world-class strategies that combine systematic design, robust risk management, and proven performance.

“We’ll continue to draw on the expertise of our investment professionals to select high quality fund managers and strategies that are typically only available to institutional investors. The Constructor Series reflects AMP’s commitment to unlocking innovative investment solutions that help clients achieve their goals, along with delivering a unique and differentiated experience to advisers on North.”

AMP said while the solutions have been repackaged to meet retail investor criteria, they still offer the same “academic rigour, systematic implementation, and advanced risk management techniques” as for institutional investors.

Dimensional’s two funds that are now available via the Constructor Series include the Dimensional Global Profitability Fund – targeting exposure to “two-thirds of the highest profitability large-cap companies in developed markets (ex-Australia)” – and the Dimensional Global Listed Infrastructure Fund – offering exposure to small, value, and high profitability infrastructure securities with a small sustainability tilt by “targeting a meaningful reduction in GHG emissions intensity exposure relative to its benchmark”.

“For nearly a quarter of century, Dimensional has offered our systematic investment approach in partnership with financial intermediaries in Australia,” Bhanu Singh, Dimensional Fund Advisors Chief Executive Officer, Australia and Senior Investment Director, said.

“Dimensional’s investment approach combines the benefits of indexing—such as low fees, low turnover, and broad diversification—with flexible implementation that supports a consistent focus on pursuing higher expected returns and managing risk.

“By launching these two strategies in partnership with AMP, we are expanding investors’ choices in how they access our investment expertise. And we always start with client need.”

The SouthPeak Alternative Alpha Fund offers investors another avenue to diversify their portfolio exposure beyond “traditional asset classes like bonds and shares”, seeking to deliver “defensive returns and regular income” as well as the ability to bounce back during equity market contractions.

“At SouthPeak our focus has always been to deliver consistent, positive returns, especially in large equity falls. With traditional diversification tools starting to struggle, we believe a different approach can help deliver both attractive returns and resilience,” Mattias Soderberg, SouthPeak Investment Management Co-Chief Investment Officer, said.

“Our strategies have been used by large Australian investors since 2012, and we are very excited to partner with AMP to deliver our institutional offering to platform investors for the first time.”