Summary of Salt
Salt Funds Management (Salt) is a New Zealand boutique investment management business. The firm has been in the business of providing investment management services to New Zealanders since 2014. Salt is 100% owned by its staff, allowing them the nimbleness to be responsive to client needs, and market and industry developments
Salt, a domestic equities specialist, began by running a large institutional client NZ equity portfolio mandate, before expanding out its client base and product offering. The first retail fund was launched in July 2014, and now offer a full range of funds including domestic equity, global equity and fixed income, listed real assets and alternatives. Salt has also created diversified fund solutions for income and growth.
To help best deliver these solutions, Salt is proud to have secured the services of two outstanding and highly rated managers to manage their global assets; Morgan Stanley Investment Management (London) and Cohen & Steers (New York).
Salt’s Investment Philosophy
Salt is an active fund manager. Their philosophy centers on the belief that listed asset markets (whether equities or bonds) have characteristics that lead to market inefficiencies that can be exploited. With a well-considered view of the world in which they operate and make their decisions, they can add value to deliver superior risk-adjusted returns, over and above passive benchmarks and appropriate time horizons.
Salt also believe and are committed to integrating evolving structural trends in the global and New Zealand economy in their portfolios. The specific theme or focus will vary from fund to fund, however, their overarching Investment Process guides the team to develop investment ideas and portfolio active positions which reflect our broader corporate philosophies, whether those be qualitative, quantitative or values based.
Salt is a strong believer in the merits of embedding comprehensive ESG analysis into its investment process. This incorporates both the careful analysis of the sustainability of a company’s business model and strategy as well as actively engaging with company directors, executives and other stakeholders.
Why invest with Salt?
- Committed to working with and servicing financial advisers to ensure they understand our products and services so they can best serve their clients.
- Salt is a boutique New Zealand investment firm, wholly owned by its staff.
- Experienced local investment team, with global investment partners.
Summary of the fund:
GoalsGetter KiwiSaver Salt Sustainable Growth Fund
The Fund’s strategy is to invest in a diversified mix of growth and defensive assets with an aim to provide a total return above the New Zealand Consumer Price Index + 5% on a rolling five-year basis. The Fund also aims to maximise its total return by outperforming the weighted average return of the market indices used to measure the performance of the underlying funds/assets in which the Fund invests, over the long term.
The fund adopts a Dynamic Asset Allocation approach allowing the fund to adapt and be flexible as market and economic environments change. DAA decisions are based on our proprietary views of expected asset class returns, informed by research from our external manager relationships.
The fund has been designed to gain exposure to Salt’s view of key structural themes. We incorporate Environment, Social and Governance analysis into the investment process of the underlying funds.
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 Salt Asset Management Fund is available here.
*Information above is as at 31 May 2024
