Nikko Asset Management
Nikko Asset Management is one of Asia’s largest asset managers with offices in nine countries and over USD $182 billion of Assets Under Management⃰. Our global investment network provides a real time connection to over 200** 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$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 March 31, 2017.
** As of March 31, 2017, including employees of Nikko Asset Management and its subsidiaries.
Nikko AM on InvestNow
Nikko AM NZ Cash Fund
The Fund is managed by the Nikko AM NZ Fixed Income team. The team take a low-risk approach given the conservative nature of this asset class. The Fund is designed to provide investors with a more attractive return than bank on-call accounts. Investors can access their money with one days notice.
Nikko AM NZ Corporate Bond Fund
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.
Nikko AM Core Equity Fund
The Fund is managed by the Nikko AM NZ Equity team, winners of the 2017 INFINZ Fund Manager of the Year – Equities. 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.
Nikko AM Concentrated Equity Fund
The Fund is managed by the Nikko AM NZ Equity team, winners of the 2017 INFINZ Fund Manager of the Year – Equities. 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
Nikko AM Income Fund
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.
Nikko AM Global Shares Fund
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.