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Nikko AM KiwiSaver Performance - September 2021

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Using the most recent returns from September 2021, we will examine Nikko AM recent KiwiSaver Performance.

Nikko Asset Management actively manages over $7.9 billion of investments. They manage domestic assets through Auckland-based investment teams and employ carefully selected offshore managers to manage global assets. The Nikko AM KiwiSaver Scheme manages six funds, has a total KiwiSaver Assets Under Management of over $63 million, and has 1,941 KiwiSaver members.

During September, the share market and Nikko AM KiwiSaver Funds had a drop in returns. This could be attributed to the fact that Auckland is still in lockdown, the market settling down after last year's significant returns or another external factor. However, investors in KiwiSaver shouldn’t worry as it's natural for the market to have ups and downs and doesn't always indicate the long-term performance of these funds.

 

Table of Contents

News about Nikko AM
Performance of Nikko AM KiwiSaver Funds
Nikko AM Conservative Fund
Nikko AM Balanced Fund
Nikko AM Growth Fund

 

News about Nikko AM

The Nikko AM's GoalsGetter platform has been redesigned to offer intuitive investment support for Nikko AM's KiwiSaver investors. Investors can use the free GoalsGetter platform to choose from a range of investments and KiwiSaver funds suited to their investor profile, actively managed by the same experts who manage portfolios for Nikko AM's large institutional investment clients.

 

Performance of Nikko AM KiwiSaver Funds

 

 

1 month

3 months

1 year

3 years

Conservative

-0.13% 

-1.96%

0.85%

5.74%

Balanced    

-0.70% 

-2.18%

5.68% 

9.08%

Growth    

-1.17% 

-2.25%

9.22%

12.17%

 Sourced from Nikko AM Conservative, Balanced, and Growth Fact Sheets
* These returns are to the 30th of November 2021 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance, and return periods may differ.
Note: The following information is sourced from Nikko AM Quarterly Fund updates published on the 30th of September.

 

Nikko AM Conservative Fund

The Fund aims to achieve a return that exceeds the benchmark return by 1.00% p.a. over a three year period before fees, expenses and taxes. The Conservative Fund invests across a range of actively managed funds to create a diversified portfolio with a focus on lower-risk assets. The fund has had negative returns for the last three months, with a 1-year return of 0.85%, well below the 3-year return of 5.74%.

*The following is Sourced from Nikko AM Conservative Fund Update

Returns

Nikko AM KiwiSaver Conservative Fund Returns

Fees

The total annual fees for investors in the Nikko AM Conservative fund are 0.71% per year.

Nikko AM KiwiSaver Conservative Fund Fees

Investment mix

The investment mix shows the type of assets that the fund invests into.

Nikko AM KiwiSaver Conservative Fund Investment Mix

Top ten investments

This table shows Nikko AM’s top 10 investments in the Conservative KiwiSaver fund, which make up 15.47% of the fund.

Nikko AM KiwiSaver Conservative Fund Top Ten Investments

 

Nikko AM Balanced Fund

The Fund aims to achieve a return that exceeds the benchmark return by 1.50% p.a. over a three year period before fees, expenses and taxes. The Balanced Fund invests across a range of actively managed funds to create a diversified portfolio with a balanced mix of lower and higher risk assets. The fund has had negative returns for the last three months, with a 1-year return of 5.68%, which is below the 3-year return of 9.08%.

*The following is Sourced from Nikko AM Balanced Fund Update

Returns

Nikko AM KiwiSaver Balanced Fund Returns

Fees

The total annual fees for investors in the Nikko AM Balanced fund are 1.12% per year.

Nikko AM KiwiSaver Balanced Fund Returns

Investment mix

The investment mix shows the type of assets that the fund invests into.

Nikko AM KiwiSaver Balanced Fund Investment Mix

Top ten investments

This table shows Nikko AM’s top 10 investments in the Balanced KiwiSaver fund, which make up 24.14% of the fund.

Nikko AM KiwiSaver Balanced Fund Top Ten Investments

 

Nikko AM Growth Fund

The Fund aims to achieve a return that exceeds the benchmark return by 2.00% p.a. over a three year period before fees, expenses and taxes. The Growth Fund invests across a range of actively managed funds to create a diversified portfolio with a focus on higher-risk assets. Nikko AM’s  Growth Fund had negative returns for the last three months, with a 1-year return of 9.22%, which is lower than the 3-year return of 12.17%.

*The following is Sourced from Nikko AM Growth Fund Update

Returns

Nikko AM KiwiSaver Growth Fund Returns

Fees

The total annual fees for investors in the Nikko AM Growth fund are 1.40% per year.

Nikko AM KiwiSaver Growth Fund Fees

Investment mix

The investment mix shows the type of assets that the fund invests into.

Nikko AM KiwiSaver Growth Fund Investment Mix

Top ten investments

This table shows Nikko AM’s top 10 investments in the Growth KiwiSaver fund, which make up 27.03% of the fund.

Nikko AM KiwiSaver Growth Fund Top Ten Investments

 

Data for Nikko AM KiwiSaver funds have been sourced from Nikko AM KiwiSaver Funds. Past performance is not necessarily an indicator of future performance, and return periods may differ.

To see if Nikko AM has the appropriate fund that aligns with your values, retirement goals and situation, complete National Capital’s KiwiSaver Healthcheck.

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