“Fund Manager of the Year” win further recognition of Nikko AM’s local expertise
Nikko Asset Management NZ has picked up another accolade in being named “Fund Manager of the Year” at the 2018
FundSource Awards – a win that follows being named “NZ Fund Manager of the Year” at the 2018 Morningstar Awards in
March, and “Fitch Ratings Fund Manager of the Year – Bonds” at the INFINZ Awards in May.
Nikko AM NZ Managing Director George Carter received the top FundSource award on behalf of the firm, telling the
audience it was “humbling” to receive given the level of competition.
“We're friends, we're colleagues, we're competitors, but the one thing we all have in common is our desire to create a
better financial services industry for investors,” Carter said.
Head of FundSource Glen van Echten said the Nikko win came off the back of strong representation across the award
sectors. The Nikko AM Income Fund won the NZ Fixed Interest Sector category, and the Nikko AM Concentrated Equity Fund
won the NZ Equity Sector category. “Nikko had additional finalist and shortlisted fund representation across the
sectors.”
Nikko AM NZ Head of Bonds and Currency Fergus McDonald says, “Our objective with the Income Fund is to provide regular
income from an actively managed portfolio while protecting capital value. We’ve been successful in that regard and this
award recognises that.”
Nikko AM NZ Senior Portfolio Manager Equities James Lindsay says, “The team’s efforts to gain enough insight to generate
real conviction has allowed us to identify mis-priced companies and deliver solid returns for clients in the
Concentrated Equity Fund consistently and over many years.”
George Carter adds, “2018 is shaping up to be the biggest year yet for Nikko AM NZ. As well as all the industry
recognition we’ve received for providing top-tier performance for our investors, we’ve also launched the Nikko AM NZ
KiwiSaver Scheme and just been granted an exemption to provide financial advice via a custom-made online platform that
will enable individuals to invest with us directly.”
“Clearly this is an exciting time for the entire team at Nikko AM NZ, and we look forward to building on all of those
2018 successes into ongoing gains for Kiwi investors over the coming months and years.”
Nikko AM NZ actively manages around NZD5.2 billion* of investments, including corporate superannuation schemes,
community and charitable trusts, foundations, corporations, financial planners, banks, insurers, KiwiSaver Schemes, and
other fund managers.
It is part of one of the largest asset management companies in Asia, Nikko Asset Management, which has USD216 billion*
under management, and a global network of almost 200 investment professionals in nine countries. This unique advantage
makes Nikko AM NZ the only dedicated investment manager in New Zealand to be a part of a specialist global investment
manager.
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