The Global Equity team of Nikko Asset Management Europe is the investment manager of the Nikko AM Wholesale Global Shares Fund. The process delivers a high active share, differentiated global equity portfolio that aims to provide superior returns through a disciplined and clear investment process. The Strategy will hold between 40-60 stocks, weighted to reflect the alpha conviction in individual holdings.

Philosophy

Experience:

Significant diversity of professional and combined breadth of experience through a variety of market cycles and crises across global investment markets enables them to ‘join the dots’, applying their knowledge to think laterally and pragmatically to find the best available investment opportunities.

Free-Thinking:

The team does not believe there is a single, pre-determined ‘recipe for success’ in idea generation. Experience and mutual trust allows them to keep an open mind about each investment case to ensure that they consider opportunities from a variety of different perspectives.

Execution:

The team believes that effective execution of the process relies on a culture of focused collaboration to achieve one goal: high conviction portfolios that aim to achieve the best outcomes for clients.

It is this combination of extensive experience, flexible free-thinking and effective execution that offers a compelling and differentiated outcome for clients.

Purpose

The Nikko AM Wholesale Global Shares Fund seeks to provide investors with a relatively concentrated actively managed investment portfolio of global equities to achieve long term capital growth.

Objective

To outperform the MSCI ACWI, with net dividends reinvested, expressed in NZD (unhedged) by 3% per annum over a rolling three year period before fees, expenses and taxes.

Benchmark

MSCI All Countries World Index (net dividends reinvested) - NZD unhedged

Hedging Policy

Unhedged