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 is a dedicated New Zealand investment manager whose parent company, Nikko Asset Management, is one of Asia’s largest asset managers headquartered in Japan.
The NZ office 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 AM believe the following factors set them apart from their competitors:
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 Statements for the GoalsGetter KiwiSaver Scheme are available here.
*Information above is as at 31 May 2024
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