Managed Funds: Impact Funds

Nikko AM Freedom Fund

About the fund

We wanted to play our part in creating change. That’s why we launched the Nikko AM Freedom Fund. It gives investors the opportunity to do more with their money by investing in a fund that donates all the fees and returns to the charitable organisation, Tearfund.

Tearfund works through partnership in some of the poorest parts of the world. Together, they offer an end-to-end response to the issue of human trafficking and slavery, tackling poverty and injustice through sustainable development.

The purpose of this Fund is to utilise capital to generate returns to help support a charity. This fund gains its investment exposure by investing in NZ cash, fixed interest and Australasian equities via other Nikko AM Funds.

The fund aims to provide a regular income to the charity from an actively managed investment portfolio and to maintain the value of investor's capital and to outperform the RBNZ Office Cash Rate by +1.5%p.a.

Find out more about the Nikko AM Freedom Fund

Other Material Information (OMI) for this fund supplements the Product Disclosure Statement (PDS)  and provides further information about how it works.

Risk Indicator (volatility)

1
2 Low
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7

Target Asset Allocation

Equities 10.00%
Bonds 45.00%
Cash 45.00%

Our Managed Funds

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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.

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Our fees

Find out about the types of fees that apply for our Nikko AM retail and KiwiSaver funds.

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