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, Tear Fund.
Tear Fund 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.
Risk Indicator (volatility)
Target Asset Allocation
This number indicates the relative 'risk' level of this fund based on the types of assets it is invested in, ranging from level 1 (least risky) to 7 (most risky).
| Risk category | Description of volatility |
| 1 | Very low |
| 2 | Low |
| 3 | Medium |
| 4 | Medium to High |
| 5 | High |
| 6 | Very high |
| 7 | Extremely high |
The risk indicators are calculated using returns of the funds, the returns of the fund’s market index or a combination of both, for the previous five years. Index returns or a mix are used if the fund has existed for less than five years. All Managers are required to use the same methodology so you can compare the risk of different funds if you are researching more than one manager.
