Nikko Asset Management Australia’s Global Share Fund receives ‘Bronze’ Morningstar rating


Nikko Asset Management Australia announced that on 4 April 2018 its Nikko AM Global Share Fund received a ‘Bronze’ Morningstar Analyst Rating™ on its debut, reflecting high performance across key pillars and the fund’s forward-looking prospects.

Led by William Low, the six-person portfolio management team was commended for establishing a high conviction global equity strategy, with positive ratings against the fund’s approach to Process, People and Price. The fund’s in-depth proprietary research was identified as a key strength, with detailed research tools and long-term forecasting aiding the team’s ability to identify future quality businesses – those with, or with a path to, high and sustainable returns which are under-appreciated by the market.

“We are proud of this recognition, which is a reflection of the team’s focus on building portfolios that contain only the best future quality businesses they have identified across the globe. Nikko AM has developed a leadership position in global equities over many years, and we are pleased to see that our solution for clients seeking returns in global equities continues to set us apart in the market,” said William Low, Head of Global Equities at Nikko Asset Management.

The Morningstar Analyst Rating™ is the summary expression of the forward-looking analysis of a fund, assessing its ability to outperform relevant benchmarks on a risk-adjusted basis over the long term.

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