MONEY MASTERS

Nikko AM: Australian Share Income Fund

Malcolm Whitten. co-portfolio manager Nikko Asset Management

The Nikko AM Australian Share Income Fund employs a comparative value analysis approach to investing, which enables it to identify and invest in stocks which hold intrinsic value. In this Money Masters course with Malcolm Whitten, you will learn about the dual portfolio manager system utilised by Nikko Asset Management, how this is beneficial to the Nikko AM Australian Share Income fund and the buy and sell discipline which underpins the fund.

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This material was prepared by Nikko AM Limited ABN 99 003 376 252 AFSL No: 237563 (Nikko AM Australia). Nikko AM Australia is part of the Nikko AM Group. The information contained in this material is of a general nature only and does not constitute personal advice, nor does it constitute an offer of any financial product. Read more... It is for the use of researchers, licensed financial advisers and their authorised representatives, and does not take into account the objectives, financial situation or needs of any individual. The information in this material has been prepared from what is considered to be reliable information, but the accuracy and integrity of the information is not guaranteed. Figures, opinions and other data, including statistics, in this material are current as at the date of publication, unless stated otherwise. The figures contained in this material include either past or backdated data, and make no promise of future investment returns. Past performance is not an indicator of future performance. Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided.

What you'll learn /

The Nikko AM Australian Share Income Fund masterclass with Malcolm Whitten will give you insights into:

The dual portfolio manager system utilised by Nikko Asset Management, and the benefits it provides
The ideal investor of the Nikko AM Australian Share Income Fund
Nikko Asset Management’s comparative value analysis process
The buy and sell discipline which underpins the fund

About the expert /

Malcolm Whitten /

co-portfolio manager Nikko Asset Management


Malcolm Whitten joined Nikko Asset Management in 1994 and is co-portfolio manager for the Nikko AM-Tyndall Australian Share Income Fund. He has 24 years’ investment experience and is a CFA charter holder. He has held portfolio manager responsibilities since 1995. Malcolm is also responsible for preparing portfolio construction and risk exposure reports and participating in the peer equity research review process.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

Snapshot

Malcolm Whitten joined Nikko Asset Management in 1994 and is co-portfolio manager for the Nikko AM Australian Share Income Fund. He has 24 years’ investment experience and is a CFA charter holder. He has held portfolio manager responsibilities since 1995. Malcolm is also responsible for preparing portfolio construction and risk exposure reports and participating in the peer equity research review process.

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01.
OVERVIEW

Fund philosophy

The Nikko AM Australian Share Income Fund is designed to provide investors with a continuous, reliable income stream whilst utilising an evaluation process that aims to guide the fund towards areas of safety.

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02.

Asset class

As an equity product, the Nikko AM Australian Share Income Fund distinguishes itself from others in this asset class by applying a valuation metric to each company it invests in to build a strong portfolio aimed at benefitting investors.

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03.

Competitive advantage

An experienced team, a prudent research process and an alignment of interest with its investors proves to be a point of difference for the Nikko AM Australian Share Income Fund.

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04.

Aims and objectives

The Nikko AM Australian Share Income Fund aims to generate returns for investors by actively assessing and building the portfolio’s performance over time.

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05.

The team

Two portfolio managers head up the Nikko AM Australian Share Income Fund to ensure there’s always someone on deck monitoring the portfolio on behalf of clients.

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06.
Structure and objectives

Unique aspects of the fund

An independent research process to locate stocks with good value and reliable and consistent yield sets the Nikko AM Australian Share Income Fund apart from competitors.

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07.

Rules and returns

As a benchmark independent product, the Nikko AM Australian Share Income Fund typically does not follow the market.

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08.

Buy and sell discipline

Nikko Asset Management’s comparative value analysis process informs buy and sell discipline behind the Nikko AM Australian Share Income Fund.

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09.

Fund fees

The Nikko AM Australian Share Income Fund charges of fee of 85 basis points to actively manage the portfolio and ensure its clients are put first.

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10.

Tax considerations

The key tax effectiveness of the Nikko AM Australian Share Income Fund is the fully franked dividends it provides to its investors.

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11.
BEST SUITED FOR

The ideal investor

An investor seeking equity market exposure that will generate reliable and consistent income could be well suited to the Nikko AM Australian Share Income Fund.

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12.

Investment horizon

As a product which was initially designed for investors who were retiring, an investment horizon of five years or over is generally recommended for the Nikko AM Australian Share Income Fund.

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13.

Test yourself /