AMPIGX

About AMPIGX

AMP Income Generating Collective Investment Trust is a collective investment trust structured to maximize current income while seeking total return, primarily for participants in employer-sponsored retirement plans. Its portfolio centers on a diversified mix of high-quality, income-producing investments, including a substantial allocation to investment grade fixed income securities, trust preferred securities, and a modest portion in dividend-paying equities. The fund is strategically balanced, typically allocating 59–67% to investment grade bonds, 15–25% to trust preferred securities, 5–10% to dividend stocks, and 3–6% to money market or cash equivalent funds. Designed for short to intermediate-term investors, the trust aims to deliver stable and consistent streams of income through interest and dividends, while managing principal risk amidst fluctuating market conditions. Managed by a bank trustee and regulated outside of the SEC framework, this trust leverages the cost efficiencies, customization, and diversification benefits characteristic of CITs, making it particularly relevant for institutional and retirement-focused investment platforms. The structure and management approach encourage income stability and capital preservation within a diversified framework.