Investment funds / non-KiwiSaver / Shares / New Zealand
The Nikko AM Concentrated Equity Fund aims to provide investors with concentrated exposure to New Zealand and Australian equity markets from an actively managed investment portfolio. This fund has a high level of volatility. The Fund aims to hold around 15 stocks, with the ability to have a significant allocation to cash if there are insufficient numbers of suitable investment ideas. The Fund can hold up to 20% in any single security.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.