MONEY MASTERS

Nikko AM: Global Share Fund

Iain Fulton. portfolio manager, global equities Nikko Asset Management

A flat structure and a highly experienced investment team informs the philosophy and investments behind the Nikko AM Global Share Fund. In this Money Master course, Iain Fulton explores how the concept of free-thinking informs Nikko AM’s investment philosophy, the buy and sell discipline behind the Global Share Fund and what Nikko Asset management means by the term ‘future quality’ and why they actively seek this out.

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This material was prepared by Nikko AM Limited ABN 99 003 376 252 AFSL No: 237563 (Nikko AM Australia). Nikko AM Australia is part of the Nikko AM Group. The information contained in this material is of a general nature only and does not constitute personal advice, nor does it constitute an offer of any financial product. Read more... It is for the use of researchers, licensed financial advisers and their authorised representatives, and does not take into account the objectives, financial situation or needs of any individual. The information in this material has been prepared from what is considered to be reliable information, but the accuracy and integrity of the information is not guaranteed. Figures, opinions and other data, including statistics, in this material are current as at the date of publication, unless stated otherwise. The figures contained in this material include either past or backdated data, and make no promise of future investment returns. Past performance is not an indicator of future performance. Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided.

What you'll learn /

The Nikko AM Global Share Fund masterclass with Iain Fulton will give you insights into:

The concept of free-thinking and how it informs Nikko AM’s investment philosophy
The buy and sell discipline behind the Nikko AM Global Share Fund
What Nikko AM means by ‘future quality’ and how this impacts stock selection
What type of investor is best suited to the Nikko AM Global Share Fund

About the expert /

Iain Fulton /

portfolio manager, global equities Nikko Asset Management


Iain joined Nikko AM in August 2014. Iain is a Portfolio Manager for Global Equities. Before joining Nikko AM, Iain was an Investment Director at SWIP, responsible for the management of Global Select, Kokusai Select and Kokusai income mandates for both institutional and retail clients. Iain joined SWIP in June 2005 as a member of the Global Equity team. Iain joined SWIP from Kames Capital where he was a portfolio manager on the US equities team. Prior to joining Kames, Iain worked for 8 years as a global portfolio manager, analyst and Head of Research with Alliance Trust. Iain has a First Class M.A. Honours degree in Scottish History from the University of St Andrews.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

Snapshot

Iain joined Nikko AM in August 2014. Iain is a Portfolio Manager for Global Equities. Before joining Nikko AM, Iain was an Investment Director at SWIP, responsible for the management of Global Select, Kokusai Select and Kokusai income mandates for both institutional and retail clients. Iain joined SWIP in June 2005 as a member of the Global Equity team. Iain joined SWIP from Kames Capital where he was a portfolio manager on the US equities team. Prior to joining Kames, Iain worked for 8 years as a global portfolio manager, analyst and Head of Research with Alliance Trust. Iain has a First Class M.A. Honours degree in Scottish History from the University of St Andrews.

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01.
Overview

Fund philosophy

The Nikko AM Global Share Fund invests in the future quality of companies to deliver returns on capital for investors.

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02.

Competitive advantage

A flat team structure and a wealth of experience sets the Nikko AM Global Equity Fund team apart.

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03.

Fund objectives

The Nikko AM Global Share Fund utilises a concentrated high active approach to investing.

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04.

The team

Six portfolio managers organised along portfolio lines sets the research processes of the Nikko AM Global Share Fund apart.

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05.
Structures and objectives

Unique aspects of the fund

A transparent process and highly experienced team differentiates the Nikko AM Global Share Fund from its competitors.

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06.

Risks and returns

The Nikko AM Global Share Fund aims to beat its benchmark, the MSCI All Countries World Index (with net dividends reinvested) expressed in Australian Dollars (unhedged), by three per cent per annum on a rolling three year basis.

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07.
Best suited for

The ideal investor

The Nikko AM Global Share Fund could suit any investor with a long-term horizon to investing.

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08.

Test yourself /