Nikko AM – Nikko Global Dividend Equity Fund Review
Fund objective
Nikko Asset Management – Nikko Global Dividend Equity Fund aims to provide a total return of capital growth and income over the medium to long term by investing in shares or securities equivalent to shares listed on stock exchanges globally.
Investment Strategy
Nikko Asset Management – Nikko Global Dividend Equity Fund will invest in a diversified portfolio of dividend-producing equity investments that offer attractive and sustainable dividends from companies with relatively strong sustainable cash flows, stable growth and stable dividend payout. There will be no target industry or sector.
Who is Nikko AM – Nikko Global Dividend Equity Fund suitable for?
Nikko Asset Management – Nikko Global Dividend Equity Fund is only suitable for investors who:
- seek a total return of capital growth and income over the medium to long term by investing in shares or securities equivalent to shares listed globally
- seek a diversified portfolio of dividend-producing equity investments
- are willing and able to accept that their principal will be at risk and that the value of their investment and any derived income may fall as well as rise
Dividend or Income payout frequency: Monthly or Accumulating
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of Nikko AM – Nikko Global Dividend Equity Fund?
The value of Nikko Asset Management – Nikko Global Dividend Equity Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with Nikko Asset Management – Nikko Global Dividend Equity Fund are described below:
Market and Credit Risks
- You are exposed to market risk
- You are exposed to foreign currency risk
Liquidity Risks
- The Sub-Fund is not listed and you can redeem only on Dealing Days
- You are exposed to liquidity risk
Product-Specific Risks
- You are exposed to equity risk
- You are exposed to the risk associated with the investment strategy of the Sub-Fund
- You are exposed to income distribution risk
- You are exposed to financial derivatives risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about Nikko AM – Nikko Global Dividend Equity Fund
- Nikko Asset Management – Nikko Global Dividend Equity Fund Fact Sheet (Open in New Window)
- Nikko Asset Management – Nikko Global Dividend Equity Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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