Using GoalsGetter, you can invest in Nikko AM retail funds that are actively managed by a team of dedicated professionals.
On this page, watch videos about the diverse range of actively managed funds available to invest in. It's important to invest in a fund that best suits your appetite for risk and desired return.
Ian is a Fixed Income Manager here at Nikko AM. In this video, Ian talks about the NZ Bond Fund and describes what this fund aims to achieve in terms of returns. Ian also explains what sets this fund apart from the rest and why you should consider the Bond Fund for your next investment.
Michael is a Portfolio Manager of NZ Equities at Nikko AM. In this video, Michael talks about the difference between ESG and SRI and outlines what the SRI Equity Fund is trying to achieve. Michael also outlines what the SRI Fund's portfolio consists of and describes why you should consider the SRI Equity Fund for your next investment.
Ian is a Portfolio Manager on the Global Equity Team based in Edinburgh. In this video, Ian explains his global investment philosophy, the objectives of this portfolio, and the concept of future quality. Ian also talks us through the long term focus on sustainability and what's personally satisfying about doing what he does. Find out more about the Global Shares Fund from Ian Fulton in the video now.
The Nikko AM Freedom Fund is a Diversified, Impact Fund that gives investors the opportunity to do more with their money by donating all of the funds fees and returns to the charitable organisation, Tearfund.
In this video, Nikko AM Senior Relationship Manager, Kady Buchanan explains the investment process of the Freedom Fund and details the main reasons why you should consider the Freedom Fund for your next investment.
Nikko AM's Diversified Funds are investment portfolios that combine a broad mix of assets to achieve specific risk-return objectives. Nikko AM has four different Diversified Funds - a Growth Fund, Balanced Fund, Conservative Fund, and an Income Fund.
In this video, Nikko AM Portfolio Manager, Alan Clark explains how these Diversified Funds work, talks us through the investment process, and details the main reasons why you should consider a Diversified Fund for your next investment.
The Nikko AM Concentrated Equity Fund is a single sector fund, which is an investment in a specific asset class or sector within that class.
In this video, Nikko AM Managing Director, Stuart Williams explains what he's trying to achieve with this portfolio and what he sees as a good investment. Stuart also talks us through the investment process and details the main reasons why you should consider the Core Fund for your next investment.
The Nikko AM Corporate Bond Fund is a single sector fund, which is an investment in a specific asset class or sector within that class.
In this video, Head of Bonds and Currency Fergus McDonald explains what he's trying to achieve with this portfolio and what he sees as a good investment. Fergus also talks us through the investment process and details the main reasons why you should consider the Core Fund for your next investment.
The Nikko AM Core Equity Fund is a single sector fund, which is an investment in a specific asset class or sector within that class.
In this video, Portfolio Manager Michael Sherrock explains what he's trying to achieve with this portfolio and what he sees as a good investment. Michael also talks us through the investment process and details the main reasons why you should consider the Core Fund for your next investment.
The Nikko AM Cash Fund is a single sector fund that aims to protect value while providing a higher return than bank deposits at the same time.
In this video, Fixed Income Manager Matthew Johnson explains what he's trying to achieve with this portfolio and what he sees as a good investment. Matt also talks us through the investment process and details the main reasons why you should consider the Cash Fund for your next investment.