The Income Fund
by Nikko AM NZ
A new alternative to term-deposits.
Giving you Certainty
Defined distribution rate of 3% per annum*
No fixed term
No performance fees
‟We've carefully selected a range of assets that are based on their ability to provide a reliable and sustainable income.”
- George Carter, Managing Director, Nikko AM
*Defined distribution rate means the amount that you will receive each quarter please refer to the Product Disclosure Statement for further information.
Transparency and Flexibility
Enjoy greater flexibility with no performance fees or fixed investment period.
Pre-defined Distribution Rate
Our Income Fund offers a range of new benefits, including a 3% p.a defined distribution rate, paid out quarterly.
Unlike a term deposit, the value of your investment can fall, so the amount you receive when you redeem could be less than the amount you invested. However, if the value increases, the amount you redeem could be higher than the initial amount you invested.
Leading Investment Expertise
The fund holds bonds and shares across companies that have been carefully selected based on their ability to provide reliable, sustainable income.
Want to know more?
Sign up here to receive all current and new information about the Income Fund, as it becomes available.
How to invest
You can invest directly into the Nikko AM Income Fund and all our investment funds through our easy-to-use online platform GoalsGetter
Please ensure you have read the Product Disclosure Statement before investing.
For further information please contact us
Call: 0800 303 308
Nikko Asset Management New Zealand Limited (Company No. 606057, FSP22562) is the licensed Investment Manager of Nikko AM NZ Investment Scheme, Nikko AM NZ Wholesale Investment Scheme and the Nikko AM KiwiSaver Scheme. This material has been prepared without taking into account a potential investor’s objectives, financial situation or needs and is not intended to constitute personal financial advice, and must not be relied on as such. Recipients of this material, who are not wholesale investors, or the named client, or their duly appointed agent, should consult a Financial Advice Provider (FAP) and the relevant Product Disclosure Statement or Fund Fact Sheet (available on our website www.nikkoam.co.nz). If you are a Financial Advice Provider (FAP) and would like to find out more, please contact our distributions team.