Nikko Asset Management
Nikko Asset Management offers investors the benefits of extensive global resources combined with the local expertise and long-standing experience of our Sydney-based investment teams, with a history dating back to 1989.
Nikko Asset Management Australia’s PRODUCTS
Nikko AM Australian Share Wholesale Fund
The Nikko AM Australian Share Wholesale Fund is an actively managed fund that invests in 20 – 35 shares. It invests predominately in a selection of Australian shares and is designed to provide capital growth and income over the longer term. The Fund aims to outperform the S&P/ASX 200 Accumulation Index by more than 2.5% p.a. over rolling five-year periods, before fees, expenses and tax.
Nikko AM Australian Share Income Fund
The Nikko AM Australian Share Income Fund is an actively managed fund that invests in 40 – 70 stocks. It invests predominately Australian shares and aims to provide a tax-effective income stream that exceeds the dividend yield of the S&P/ASX 200 Accumulation Index (grossed up for franking credits) by 2% p.a. over rolling five-year periods, before fees, expenses and tax, plus the potential for capital growth over the long term.
Nikko AM Global Share Fund
The Nikko AM Global Share Fund gains exposure to global equities by investing in the Nikko AM Global Equity Fund, which hold between 40 – 60 globally listed shares within developed and emerging markets. The Fund aims to achieve capital growth over the long term, with total returns (before fees, expenses and taxes) 3% above the MSCI All Country World Index (with net dividends reinvested) expressed in Australian Dollars (unhedged) over rolling three-year periods.
Nikko AM ARK Global Disruptive Innovation Fund
The Nikko AM ARK Global Disruptive Innovation Fund provides investors with access to a global equity portfolio that provides thematic exposure to disruptive innovation across a number of sectors, economies, geographies and companies. It’s an actively managed fund that typically invests in 45 – 65 stocks. The Fund aims to achieve a target average total return (before fees, expenses and taxes) of 10% – 15% p.a. over a rolling 5-year period.
Nikko AM Australian Bond Fund
The Nikko AM Australian Bond Fund invests predominantly in a selection of investment grade Australian fixed income securities. It offers investors the potential for stable income with some potential for capital growth over the long term. The Fund aims to outperform the Bloomberg AusBond Composite 0+ YR Index over any 3-year rolling period, before fees, expenses and taxes.
Nikko Asset Management Australia Limited ABN 34 002 542 038, AFSL 229664 (Nikko AM Australia) is the responsible entity and issuer of units in the Nikko AM Australian Share Income Fund (ARSN 133 980 819), Nikko AM Australian Share Wholesale Fund (ARSN 090 089 562), Nikko AM Australian Bond Fund (ARSN 098 736 255), Nikko AM Global Share Fund (ARSN 092 026 269) and Nikko AM ARK Global Disruptive Innovation Fund (ARSN 627 341 744). The information above is of a general nature only and does not constitute personal advice. It does not take into account the objectives, financial situation or needs of any individual. Investors should consult a financial adviser as well as the information contained in the Fund’s current Product Disclosure Statement (PDS) and the ‘Additional Information to the PDS’ which are available at www.nikkoam.com.au/pds before deciding to invest in the Fund. Applications will only be accepted if made on a current application form. An investment in the Fund is not a bank deposit and distributions and the return of capital are not guaranteed. Whilst we believe the information contained in this material to be correct as at the date of presentation, no warranty of accuracy or reliability is given and no responsibility is accepted for errors or omissions.