Nikko AM launches impact investing multi-asset fund for retail investors

Press Release

8 September 2021

Making investing in a world you want to live in accessible

Nikko Asset Management announces the launch of the Nikko AM Impact Investing Multi Asset Fund (the "Fund"). The Fund offers retail investors the compelling opportunity to invest in the world they want to live in. It aims to deliver long-term total returns while generating positive social and/or environmental changes in the world. Feeding into two underlying funds ("Wellington Global Impact Fund" and "Wellington Global Impact Bond Fund") with a dynamic asset allocation subject to a maximum of 60% into each, the Fund will invest directly or indirectly in global equities and investment grade rated global fixed income securities.

Impact investing focuses on the social and/or environmental impact that can result from what a company produces and sells. Central to this is the ability to measure a company's social or environmental impact. The Nikko AM Impact Investing Multi Asset Fund invests only in companies with a measurable positive effect on society or the environment through its core products and services.

Eleanor Seet, Head of Asia ex-Japan, Nikko Asset Management, said, "We believe the interest of retail investors in impact investing is underserved in the region. With this fund, retail investors in Singapore will have the chance to align their investments with enterprises that we see making a real difference in the world. The focus on three broad impact areas life essentials, human empowerment, and the environment and their sub-themes is aligned with the UN's Sustainable Development Goals. Creating accessibility to impact investing is in line with our own sustainability goals as a firm and it also speaks to our strength as a progressive solutions provider.

"We are very pleased to have Tsao Family Office, a strong advocate of impact investing, partner us as a cornerstone investor, and iFAST and FSMOne as the exclusive distributor of this fund."

The initial offer period (IOP) of the Nikko AM Impact Investing Multi Asset Fund is from 9 September 2021 to 10 October 2021, during which each unit of the Fund is priced at a dollar. Exclusively available through iFAST Financial Pte Ltd and FSMOne, the Fund's base currency is in USD but it also has an SGD hedged class.

Bryan Goh, CEO of Tsao Family Office, shared, "Sustainable and responsible investing are not only good for society and the environment, they also make for better commercial decisions and better financial results."

Jean Paul Wong, General Manager of added, "Sustainable investing has been receiving more attention in recent years, and it is now an important megatrend that investors should pay attention to. We are pleased to be the exclusive distributor for the Nikko AM Impact Investing Multi Asset Fund, which enables investors to create positive impact with their investments."

The underlying funds managed by Wellington Management Company LLP have the ability to measure a company's social or environmental impact. Once it is determined that a company meets the criteria for impact, a set of key portfolio indicators (KPIs) to track that company's progress towards the impact goals is developed. Adapted from academic research, the KPI logic chain allows the manager to form a structured view, measuring impact for each company during different stages of its business life cycle, and tracking progress over time.

Fund Details

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About Nikko Asset Management

With USD203.9 billion* under management, Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of equity, fixed income, multi-asset and alternative strategies. In addition, its complementary range of passive strategies covers more than 20 indices and includes some of Asia’s leading exchange-traded funds (ETFs).

Headquartered in Asia since 1959, Nikko Asset Management and its subsidiaries employ personnel representing around 30 nationalities, including approximately 200 investment professionals**. The firm has a presence through subsidiaries or affiliates in a total of 11 countries and regions. More than 400 banks, brokers, financial advisors and life insurance companies around the world distribute the firm’s products.

The investment teams benefit from a unique global perspective complemented by the firm's historic Asian DNA, striving to deliver consistent excellence in performance. The firm also prides itself on its progressive, solution-driven approach, which has led to many innovative funds launched for its clients.

For more information about Nikko Asset Management and to access its investment insights, please visit the firm’s homepage.

* Consolidated assets under management and sub-advisory of Nikko Asset Management and its subsidiaries as of .
** Including employees of Nikko Asset Management and its subsidiaries as of .

Important Information

This document is purely for informational purposes only with no consideration given to the specific investment objective, financial situation and particular needs of any specific person. It should not be relied upon as financial advice. Any securities mentioned herein are for illustration purposes only and should not be construed as a recommendation for investment. You should seek advice from a financial adviser before making any investment. In the event that you choose not to do so, you should consider whether the investment selected is suitable for you. Investments in funds are not deposits in, obligations of, or guaranteed or insured by Nikko Asset Management Asia Limited ("Nikko AM Asia").

Past performance or any prediction, projection or forecast is not indicative of future performance. The Fund or any underlying fund may use or invest in financial derivative instruments. The value of units and income from them may fall or rise. Investments in the Fund are subject to investment risks, including the possible loss of principal amount invested. You should read the relevant prospectus (including the risk warnings) and product highlights sheet of the Fund, which are available and may be obtained from appointed distributors of Nikko AM Asia or our website ( before deciding whether to invest in the Fund.

The information contained herein may not be copied, reproduced or redistributed without the express consent of Nikko AM Asia. While reasonable care has been taken to ensure the accuracy of the information as at the date of publication, Nikko AM Asia does not give any warranty or representation, either express or implied, and expressly disclaims liability for any errors or omissions. Information may be subject to change without notice. Nikko AM Asia accepts no liability for any loss, indirect or consequential damages, arising from any use of or reliance on this document. This advertisement has not been reviewed by the Monetary Authority of Singapore.

Nikko Asset Management Asia Limited. Registration Number 198202562H.

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