Single Sector Fund
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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.
| 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% |
| 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% |
Find out about all the Nikko AM funds you can invest in using GoalsGetter.
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Find out about the types of fees that apply for our Nikko AM retail and KiwiSaver funds.
Commentary
As of 30 September 2021