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Nikko Am Core Equity Fund (0P0000NNN3)

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2.995 +0.030    +1.09%
20/12 - Closed. Currency in NZD
Type:  Fund
Market:  New Zealand
Issuer:  Nikko Asset Management NZ Ltd
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 27.94M
Nikko AM Core Equity Fund 2.995 +0.030 +1.09%

Nikko Am Core Equity Fund Overview

 
On this page you'll find an in-depth profile of Nikko Am Core Equity Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000NNN3 among other information.
Category

Equity Region NZ

Total Assets

27.94M

Expenses

Inception Date

Apr 01, 2010

Investment Strategy

The Fund invests in the Nikko AM Wholesale Core Equity Fund which is managed by Nikko AM NZ. The Nikko AM Wholesale Core Equity Fund aims to provide investors with an exposure to New Zealand and Australian equity markets from an actively managed investment portfolio with potential for growth of income and capital by investing directly into equity market securities listed or contemplated to be listed on any New Zealand or Australian recognized securities exchange.

Contact Information

Address 48 Shortland Street
Auckland,Auckland Auckland
New Zealand
Phone +64 9 307 6363
Fax +64 9 307 6399

Top Executives

Name Title Since Until
Michael Sherrock - 2023 Now
Stuart Williams - 2014 2023
Biography Stuart Williams, Head of Equities, CA Responsible for the NZ Equities team and managing the Core and SRI Funds; Covers the Industrials, Healthcare and Financials sectors; Twenty years of experience in all aspects of the investment management industry with a strong track record in portfolio management of both benchmark relative and high conviction funds; Stuart has a Bachelor of Commerce degree from the University of Auckland. Joined in 2014.
James Lindsay Senior Portfolio Manager 2010 2019
Biography James Lindsay, Senior Portfolio Manager Covers Telecommunications, Media, IT, Utilities & Infrastructure sectors; Nineteen years of experience covering the Australasian sharemarkets and had a number of years experience in share broking; James achieved Honours in his Masters of Commerce degree, completed the Diploma NZSE course and is a member of the Institute of Finance Professionals (INFINZ) and sits on the Australasian Corporate Reporting Users' Forum (CRUF). Joined in 1998.
Rickey Ward - 2010 2014
Biography Rickey is employed as the Joint Equity Manager of the domestic equity portfolios. He joined Tyndall in April 1996, initially as an equity analyst and the manager of the company's passive investment products, before being promoted to the more senior role of domestic equity dealer and subsequent equity manager positions. Rickey has significant experience within the financial industry having occupied positions within the insurance, broking and funds management industry since 1990. Rickey has an honours degree in Mathematics and Physics as well as a Diploma of Financial Mathematics.
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