Single Sector Fund

Nikko AM Global Equity Hedged Fund

About the fund

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Risk Indicator (volatility)

6 Very high

Target Asset Allocation


As of 30 September 2021


Nikko AM investment Scheme
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at 30 June 2022
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 -9.57% -18.11% -15.90% 6.90% 6.98%
Appropriate Market Index (AMI)2 -9.04% -17.53% -16.50% 4.65% 5.54%
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5 year cumulative performance $10,000 invested

Top 10 Holdings

Security Name Percentage
Microsoft Corp 6.77%
Progressive Corp 3.26%
Amazon Com Inc 2.81%
Unitedhealth Group Inc Com Stk Us0.01 2.68%
Suncor Energy Inc 2.63%
Old Dominion Freight Line Inc 2.49%
Reliance Steel & Aluminum Co 2.40%
Visa Inc - A 2.35%
Anglo American Plc 2.09%
Lithia Motors Inc 2.07%

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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