Philosophy

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

Objective

To construct a portfolio of authorised investments that outperform the OCR +3% over a rolling three year period before fees and taxes

Benchmark

RBNZ Official Cash Rate +3.00% p.a

Distributions

March, June, September, December