The Income Fund
by Nikko AM NZ

A new alternative to term-deposits and Bonus Bonds.

Income Fund by Nikko AM
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Giving you Flexibility and Security

Defined income rate of 3% per annum*

No fixed term
No performance fees

*Rate of income determined each calendar year and paid quarterly based on the unit price at the start of the year.

‟We've carefully selected a range of assets that are based on their ability to provide a reliable and sustainable income, the tools that we have to generate yield haven't changed, what has changed in 2020 is our investors risk appetite and we believe this fund caters to that need.”
- George Carter, Managing Director, Nikko AM

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Transparency and Flexibility

Secure your investments with confidence and enjoy greater flexibility with no performance fees or fixed investment period.

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Pre-defined Income Rate

Our Income Fund offers a range of new benefits, including a 3% p.a* defined income rate, paid out quarterly.

*Rate of income determined each calendar year and paid quarterly based on the unit price at the start of the year.

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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
Visit  gg-logo@2x

Please ensure you have read the Product Disclosure Statement before investing.
For further information please contact us
Call: 0800 303 308
Email: nzenquiries@nikkoam.com

 

If you are an Authorised Financial Adviser and would like to find out more, please contact our distribution team.
 

 

 

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 an Authorised Financial Adviser and the relevant Product Disclosure Statement or Fund Fact Sheet (available on our website www.nikkoam.co.nz). If you are an authorised financial adviser and would like to find out more, please contact our distributions team.