Nikko AM Income Fund

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

Daily Prices

Date	Entry	Exit	Distrib
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How to Invest

Invest in our Retail Funds

If you would like to invest in our Retail Funds, visit our GoalsGetter website.

Invest with an Authorised Financial Adviser

You can also invest through an Authorised Financial Adviser (AFA). An AFA can provide investment advice that is tailored to your personal situation. The Financial Markets Authority provides a list of registered AFA's.

Find an AFA

InvestNow

Several of our retail funds (Nikko AM Concentrated Fund, Nikko AM Core Equity Fund, Nikko AM Global Shares Fund, Nikko AM Income Fund, Nikko AM NZ Corporate Bond Fund), are available via InvestNow. You can invest from as little as $250 via InvestNow.

Find out more

Contact Us

If you need any further information, please contact us .