Nikko Asset Management’s Australian Share Concentrated Portfolio now available on HUB24
Sam Hallinan
The Nikko AM-Tyndall Australian Share Concentrated Portfolio is now available on the HUB24 platform for both HUB24 Invest and HUB24 Super as a managed portfolio. HUB24’s platform offers a range of investment options to meet the needs of advisers and investors, including managed portfolios in a separately managed account (SMA) structure.
Sam Hallinan, Managing Director of Nikko Asset Management Australia said: “As a leading wealth management platform with broad dealer group coverage, HUB24 allows us to extend the options available for financial advisers and investors to access our investment strategies.”
Mr Hallinan also noted that the addition of the Nikko AM-Tyndall Australian Share Concentrated Portfolio demonstrates strong ongoing investor demand for high quality, total return equities strategies.
“Our discussions with advisers and investors have shown an increasing focus on total returns and strategies that are managed in a risk-aware manner,” said Mr. Hallinan. “Because of its concentrated nature and more mid-cap bias, this strategy can offer diversification benefits such as having lower correlation to the market or to other equity strategies.”
HUB24 Managing Director Andrew Alcock said, “Nikko AM’s managed portfolio is managed by an experienced team and is a welcome, quality addition to the HUB24 platform. We’re pleased that their Australian Share Concentrated Portfolio is now on one of the largest and most functional managed portfolio and SMA platforms in the market.”
The aim of the Nikko AM-Tyndall Australian Share Concentrated strategy is to provide long-term capital growth and income by investing in a high conviction, concentrated selection of shares included in the S&P/ASX 200 Accumulation Index. The strategy is constructed on a benchmark-unaware basis, which means stock weightings can vary considerably from the Index.
The Nikko AM-Tyndall Australian Share Concentrated Portfolio is available as a separately managed account (SMA) and managed fund through a wide range of platforms.
