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 and begin investing with impact here.

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

PDF icon   Fund Fact Sheet

PDF icon   Quarterly Fund Update

 

 

Risk Indicator (volatility)

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Target Asset Allocation

Growth 10.00%
Income 45.00%
Other 45.00%

Find out more about the Freedom Fund from George Carter

George Carter is the former Managing Director of Nikko AM. In this video, he explains what an average day in his job looks like and what Nikko AM are trying to achieve with this portfolio. George also talks us through the investment process and outlines the main reasons why you should consider the Freedom Fund for your next investment.

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