Single Sector Fund

Nikko AM Global Equity Unhedged Fund

About the fund

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Risk Indicator (volatility)

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Target Asset Allocation

Commentary

As of 30 September 2021

Performance

Nikko AM investment Scheme
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Performance

at 30 June 2022
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 -3.39% -5.19% -4.51% 12.30% 12.59%
Appropriate Market Index (AMI)2 -4.13% -5.65% -5.32% 8.98% 10.56%
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5 year cumulative performance $10,000 invested

Top 10 Holdings

Security Name Percentage
Microsoft Corp 6.09%
Progressive Corp 2.93%
Amazon Com Inc 2.53%
Unitedhealth Group Inc Com Stk Us0.01 2.41%
Suncor Energy Inc 2.36%
Old Dominion Freight Line Inc 2.24%
Reliance Steel & Aluminum Co 2.16%
Visa Inc - A 2.11%
Anglo American Plc 1.88%
Lithia Motors Inc 1.86%

Our Managed Funds

Find out about all the Nikko AM funds you can invest in using GoalsGetter.

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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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