Nikko AM Global Share Fund upgraded to ‘recommended’ by Lonsec


Nikko Asset Management Australia (Nikko AM) has announced that it has been upgraded by Lonsec to ‘Recommended’. Lonsec has strong conviction the financial product can generate risk-adjusted returns in line with relevant objectives.

The Nikko AM Global Share Fund delivered a total fund return (net) of 29.71 percent p.a.over one year, and 19.54 percent p.a. over three years*.

“We are very proud of this achievement, which is a testament to the team’s consistent performance and collaborative investment process,” said Rob Bluzmanis, Head of Distribution, Nikko AM Australia.

Lonsec upgraded the Fund’s rating to ‘Recommended’ based on its increased conviction in the senior portfolio managers, and the team’s approach to investing and focus on assessing alpha. 

In addition, the Nikko AM Global Share Fund was named winner of the 2020 Financial Standard Investment Leadership Awards for the Active Core International Equities category. The Awards recognise Australian investment managers that have consistently produced solid returns, while effectively managing investment risk. The Fund is also rated ‘recommended’ by Zenith and has a Bronze rating from Morningstar.

“It’s a great privilege to be recognised by Financial Standard as the winner of the Active Core International Equities category for the Year for 2020.  This recognition is a great reflection of the consistent results the global equity team has delivered for our clients,” said Rob.

The Nikko AM Global Share Fund aims to achieve capital growth over the long term, with total returns (before fees) 3% above the MSCI All Countries World ex-Australia Index (with net dividends re-invested) expressed in Australian Dollars (unhedged) over rolling three-year periods.

*Period ended 31 January 2020. Nikko AM Global Share Fund total fund return (net) is post fees, pre-tax using redemption prices and assume reinvestment of distributions. Past performance is not an indicator of future performance.


*Based on Nikko AM research.

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