Nikko Asset Management
Summary of Nikko
Nikko AM was established in 1994 and manages funds for a diverse client base including charitable trusts, foundations, corporations, local governments, financial planners, investment product distributors and individual investors. Nikko AM a dedicated New Zealand investment manager whose parent company, Nikko Asset Management, is one of Asia’s largest asset managers headquartered in Japan.
The firm is led by Stuart Williams who joined Nikko AM in 2014 and become Managing Director in 2023. Nikko AM actively manages New Zealand equity and fixed income assets with its local investment team based in Auckland. For their global assets, Nikko AM has partnered with Goldman Sachs for global bonds, NAM Europe for global equities and ARK for disruptive innovation. Nikko AM New Zealand believes that markets are not always efficient and indices are constrained, therefore active investment management can discover and benefit from identified opportunities.
Nikko’s Investment Philosophy
Nikko AM believe that they can deliver strong and consistent risk-adjusted returns for their investors. This belief stems from their philosophy that:
- Markets are not always efficient and indices are constrained, therefore, active investment management can discover and benefit from identified opportunities.
- Investments are best managed by sector specialists within a comprehensive risk management framework. Where appropriate this may involve selecting and overseeing global investment specialists.
- Asset allocation is a key driver of overall portfolio return. Diversification both within and across investment sectors helps to reduce risk and grow wealth over the long term.
- Combining quality investment decision-making with patience and time will increase the probability of improving investor returns.
Why invest with Nikko?
Nikko AM believe the following factors set them apart from their competitors:
- Institutional Caliber – Investment teams deliver best of breed, institutional-caliber investment management.
- Experience Counts - Nikko AM NZ has been able to attract and retain some of the best talent in the industry and today enjoys the benefit of a dedicated New Zealand investment management team with experts that have been together on average for over a decade.
- Strong Risk Culture - A rigorous risk management framework, with systems and oversight that are high caliber.
- Global Connectivity - Being a part of a specialist global investment manager provides Nikko AM NZ with the advantage of partnering local knowledge and experience with significant global resources.
- ESG - Environmental, social, and governance (“ESG”) factors are inherent to long-term value creation and are incorporated into Nikko AM’s investment processes.
- Highly Engaged Client Servicing - Auckland-based Investment and Relationship Management teams.
Summary of the funds:
GoalsGetter KiwiSaver Nikko AM Growth Fund
This is a core diversified growth fund and will suit investors with a longer investment time horizon and higher tolerance for risk. The fund is well diversified across asset classes although will allocate to some differentiated sectors such as liquid alternatives. It is also well diversified in terms of active
management with each asset class managed by sector specialists. It is an active strategy and so there will be periods where the performance will differ from their peers, we suggest taking a long-term view and holding during periods of volatility.
GoalsGetter KiwiSaver Nikko AM Balanced Fund
This is a core diversified balanced fund and will suit investors with a medium investment time horizon and moderate tolerance for risk. The fund is well diversified across asset classes although will allocate to some differentiated sectors such as liquid alternatives. It is also well diversified in terms of active management with each asset class managed by sector specialists. It is an active strategy and so there will be periods where the performance will differ from their peers, so we suggest taking a long-term view and holding during periods of volatility.
GoalsGetter KiwiSaver Nikko AM Conservative Fund
This is a core conservative balanced fund and will suit investors with a short to medium investment time horizon and low tolerance for risk. The fund is well diversified across asset classes and is also well diversified in terms of active management, with each asset class managed by sector specialists. It is an active strategy and so there will be periods where the performance will differ from their peers, so we suggest taking a long-term view and holding during periods of volatility.
GoalsGetter KiwiSaver Nikko AM NZ Cash Fund
This is a low risk, low volatility domestic fixed income fund that aims to provide investors with regular income by constructing an actively managed investment portfolio of short-term deposits and bonds whilst preserving capital value.
GoalsGetter KiwiSaver Nikko AM NZ Corporate Bond Fund
This is a domestic fixed income fund which looks to provide investors with regular income by constructing an actively managed investment portfolio of New Zealand bonds, deposits and cash with the potential for capital gain from New Zealand dollar fixed interest markets whilst preserving the capital value. The fund may experience modest ups and downs in value.
GoalsGetter KiwiSaver Nikko AM SRI Fund
This is a domestic equity fund that aims to provide investors with an exposure to New Zealand and Australian equity markets from an actively managed investment portfolio with potential for growth of income and capital. The Fund will exclude certain securities under a socially responsible investment framework.
GoalsGetter KiwiSaver Nikko AM Global Shares Fund
This is a pure global equities strategy that seeks to provide investors with a relatively concentrated actively managed investment portfolio to achieve long term capital growth.
GoalsGetter KiwiSaver Nikko AM ARK Disruptive Innovation Fund
This global thematic equity fund is high risk with high volatility and should be used accordingly. Provides access to a global shares portfolio that offers thematic exposure to disruptive innovation across a number of sectors, economies, geographies and companies. The strategy does not attempt to follow a benchmark and as a result it will have a higher tracking error to Global Shares, so is best used in a satellite capacity alongside a core holding.
This summary is provided for general information purposes only. The information provided is not intended to be financial advice. The information provided is given in good faith and has been prepared from sources believed to be accurate and complete as at the date of issue, but such information may be subject to change. Nikko Asset Management New Zealand Limited is the manager of the GoalsGetter KiwiSaver Scheme. A copy of the Product Disclosure Statement for the GoalsGetter KiwiSaver Scheme Nikko Asset Management Funds is available here.
*Information above is as at 31 May 2024
Risk Indicator (volatility) Scale
This number indicates the relative 'risk' level of this fund based on the types of assets it is invested in, ranging from level 1 (least risky) to 7 (most risky).
| Risk category | Description of volatility |
| 1 | Very low |
| 2 | Low |
| 3 | Medium |
| 4 | Medium to High |
| 5 | High |
| 6 | Very high |
| 7 | Extremely high |
The risk indicators are calculated using returns of the funds, the returns of the fund’s market index or a combination of both, for the previous five years. Index returns or a mix are used if the fund has existed for less than five years. All Managers are required to use the same methodology so you can compare the risk of different funds if you are researching more than one manager.
Our Managed Funds
Find out about all the Nikko AM funds you can invest in using GoalsGetter.
Our KiwiSaver funds
For many of us, KiwiSaver will provide a significant portion of our retirement income. But it's only one part of the equation.
Our fees
Find out about the types of fees that apply for our Nikko AM retail and KiwiSaver funds.