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Here’s why we are one of the top performing global equity managers

Over the past decade we have developed a successful and repeatable investment process that combines top-quality fundamental research, integrated ESG analysis and financial modelling, with rigorous portfolio construction and management.

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We’re driven by a passion for uncovering Future Quality investments – businesses that can attain and sustain high returns on invested capital to deliver better performance for shareholders over the long term. That’s why our Global Share Fund has outperformed the benchmark since inception.

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The Four Pillars of Future Quality

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We identify Future Quality by assessing a business across four key pillars. This framework gives us a complete picture of the potential for investment. Environmental, social and governance (ESG) considerations are also integral to Future Quality – good companies make good investments.

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Quality of
Franchise

We focus on the future returns of the franchise as well as any ESG factors that may have a significant impact.

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Quality of
Management

We identify companies with exceptional strategic vision, strong leadership and a high standard of corporate governance.

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Quality of
Balance Sheet

It’s vital that companies can finance future organic growth using their own capital.

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Quality of
Future Valuation

We apply research models to provide detailed forecasts of future ROI and growth of a company’s cash flow.

Experience where it counts

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Our team of eight portfolio managers/analysts has an average of around 20 years' industry experience and have worked together as a global equity team for over ten years. Our flat structure fosters individual accountability and collective responsibility. We believe a team-based approach to investing best limits key person risk and cognitive bias and delivers the benefits that come with the deep and diverse experience of the team.

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To deliver a differentiated portfolio,
we buy tomorrow’s quality companies at attractive prices today.

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The above rating reports are intended for AFSL holders or their authorised representatives, by accessing these reports you are confirming that you either hold an AFSL or are an authorised representative.

The Morningstar Analyst Rating™ is Bronze as of 24 March 2021

The Nikko AM Global Share Fund is proudly
distributed in Australia by The Yarra Capital Management Group.

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1. As at 28 February 2023. The returns shown are post fees, pre tax using redemption prices and assume reinvestment of distributions.

This material has been prepared by Nikko Asset Management Europe Ltd (NAM Europe) which is authorised and regulated in the United Kingdom by the FCA. This material is issued in Australia by Yarra Capital Management Limited (formerly Nikko AM Limited) ABN 99 003 376 252, AFSL 237563. To the extent that any statement in this material constitutes general advice under Australian law, the advice is provided by Yarra Capital Management Limited. NAM Europe does not hold an AFS Licence. Effective 12 April 2021, Yarra Capital Management Limited became part of the Yarra Capital Management 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. 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. For this reason, you should, before acting on this material, consider the appropriateness of the material, having regard to your objectives, financial situation and needs. 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, charts, opinions and other data, including statistics, in this material are current as at the date of publication, unless stated otherwise. The graphs and 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.

The rating issued March 2021 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase,
sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2021 Lonsec. All rights reserved.

© Nikko AM Global Share Fund received a ‘Bronze’ Morningstar Analyst Rating™ on 24 March 2021. © 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf . You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned November 2020) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.