InvestNow Fund Manager – Nikko Asset Management

InvestNow is an online investment platform that provides access to over 140 investment options to Kiwi investors. We specialise in providing access to KiwiSaver, Managed Funds & Term Deposits, and choose only the best Fund Managers to partner with.

Nikko Asset Management is one of 20+ specialist Fund Managers that have partnered with InvestNow.

What Nikko Asset Management has to say

Nikko Asset Management is one of Asia’s largest asset managers with offices in nine countries and over USD $235 billion of Assets Under Management*.  Our global investment network provides a real time connection to over 208** investment professionals who share proprietary ideas and perspectives. This unique advantage makes Nikko AM NZ the only dedicated investment manager based in New Zealand to be a part of a specialist global investment manager

Nikko Asset Management New Zealand Limited actively manages approximately NZ$6.5*** billion of investments for a diverse group of clients, including KiwiSaver schemes, institutional clients and retail clients via platforms such as InvestNow.

Nikko AM NZ is solely in the business of investment management. We offer investment management services in domestic assets through our highly experienced Auckland-based investment team and via our global network bring best in class global offerings to New Zealand investors. As an active investment manager, we have a medium term focus that uses our fundamental research and information advantage to add value. We specialise in investment management and operate within the controlled risk environment of a specialist global investment manager.

Since our inception, we have made our services available primarily to institutions. Now individual investors can enjoy the same successful investment experiences with Nikko AM NZ through InvestNow.

* Consolidated assets under management and sub-advisory of Nikko Asset Management and its subsidiaries as of June 30, 2020.

** As of June 30, 2020, including employees of Nikko Asset Management and its subsidiaries.

*** As at June 30, 2020.

Nikko AM funds available on InvestNow

The Fund is managed by the Nikko AM NZ Equity team.  The Fund is a collection of Nikko AM NZ’s domestic equity managers’ highest conviction investment ideas to achieve capital appreciation. The Fund’s equity investments are not constrained by size, style, sector or index composition.  The Fund targets a holding of 15 stocks and has the ability to hold cash if there are insufficient investment opportunities.

The Fund is managed by the Nikko AM NZ Equity team, The Nikko AM Core Equity Fund is an active, style neutral fund with a lower risk approach to investment. Our core equity portfolio is constructed and managed with a blend of value and growth companies, with a modest Australian exposure (maximum 20% permitted).  The fund targets a holding of 30+/- 5 stocks.

The Fund is managed by our Global Equity team based in Edinburgh, UK.  The investment process delivers a concentrated (40-50 stock), high active share, differentiated global equity portfolio that aims to provide superior returns through a disciplined and clear investment process.

The team believes that alpha can be sourced from any company across the geographical and market capitalisation spectrum. They identify ‘future quality’ businesses—i.e. those with, or with a path to, high and sustainable returns which are under-appreciated by the market.

The Nikko AM Global Shares Fund is designed for investors looking for investment opportunities not available, or not well represented in New Zealand that are expected to provide long-term capital growth.

The Fund is managed by our Global Equity team based in Edinburgh, UK.  The investment process delivers a concentrated (40-50 stock), high active share, differentiated global equity portfolio that aims to provide superior returns through a disciplined and clear investment process.

The team believes that alpha can be sourced from any company across the geographical and market capitalisation spectrum. They identify ‘future quality’ businesses—i.e. those with, or with a path to, high and sustainable returns which are under-appreciated by the market.

The Nikko AM Global Shares Fund is designed for investors looking for investment opportunities not available, or not well represented in New Zealand that are expected to provide long-term capital growth.

Foreign currency exposures created as a consequence of capital markets investment target a gross hedge of 139% to NZD.

The Fund is managed by the Nikko AM NZ Fixed Income team. It is designed to provide regular income from an actively managed investment portfolio while protecting the capital value of investors’ funds. The fund invests in NZ fixed interest, Australasian equities and property. The fund also provides a defined income rate which is set at the start of each calendar year, based on the unit price of the fund at that point. The defined income rate is used to calculate the distribution received from the fund, paid quarterly.

The Fund is managed by the Nikko AM NZ Fixed Income team.  The Fund provides investors with exposure to a portfolio of Corporate Bonds primarily issued by New Zealand corporates.  It is designed to provide a favourable income yield and only invests in Investment Grade bonds.

Product Disclosure Statements for these products are available to view here.

See our Nikko Asset Management range of funds

Please note, to invest in these funds on InvestNow, you need to have an InvestNow account.

Create an account

Create a free online account to invest.

Create an account

Login

Login to your online account to invest.

Login