Nikko AM Global Share Fund
Future of Global Equity Investing
Will Low, Head of Global Equity (Duration: 1.53 minutes)
This video has been prepared by Nikko Asset Management Co., Ltd (Nikko AM). This material is issued in Australia by Nikko AM’s indirect subsidiary, Nikko AM Limited ABN 99 003 376 252, AFSL 237563 (Nikko AM Australia). To the extent that any statement in this video constitutes general advice under Australian law, the advice is provided by Nikko AM Australia. Nikko AM does not hold an AFS Licence. Nikko AM Australia is part of the Nikko AM Group.
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.
Key benefits of the Strategy
Exposure to a global portfolio of best ideas
The Strategy’s investible universe comprises of around 5,000 globally-listed companies within developed and emerging markets, across all sectors.
High conviction, high active share strategy
The Global Equity team believes that high conviction investment ideas are best reflected in a concentrated portfolio. An active share of 80%-95% indicates that portfolios match the team’s stock picking convictions.
In-depth proprietary research
Research and long-term forecasting is done by the team using their proven and disciplined process.
With an average of 20 years’ industry experience, the Global Equity team members are seasoned investors with proven analytical and portfolio management skills.
Long track record
Proven track record
The Global Equity team has a proven threeyear global track record, which continues a long record that the senior managers have had managing multi-geography portfolios since 2001.
- High conviction global share strategy
- 40-60 stocks - weighted to reflect the alpha conviction in individual stock selections
- Benchmark and style agnostic
- Active share of 80% - 95%
- Targets excess return of 3% pa before fees, tax and expenses over a full investment cycle
|Inception date||November 1995|
|Benchmark||MSCI All Country World Index (with net dividends reinvested) expressed in Australian Dollars (unhedged)#|
|Minimum initial investment*||$20,000|
|Minimum additional investment*||$1,000|