The Fund aims to provide long-term capital growth and income by investing primarily in high-quality US companies with established records of paying and growing dividends.
Investment Manager
InvestNow Savings and Investment Service Limited
Investment Policy and Objectives
The Fund provides exposure to a diversified portfolio of United States dividend-paying equities through investments in underlying funds selected by InvestNow.
The Fund's objective is to perform broadly in line with its investment benchmark, before fees and tax, over the long term.
Investment Strategy
The Fund invests primarily in a diversified portfolio of United States listed companies with a focus on businesses that have demonstrated an ability to pay sustainable and growing dividends over time.
The Fund seeks to achieve its objective by:
Investing predominantly in dividend-paying US equities.
Maintaining diversification across industries and sectors.
Emphasising companies with strong fundamentals and established dividend histories.
Providing investors with a combination of potential income and long-term capital growth.
Using a cost-effective investment approach through carefully selected underlying funds.
Periodically rebalancing the portfolio to maintain target exposures.
The Fund may obtain exposure through investments in underlying funds and may also invest directly in securities and derivatives where permitted under the SIPO.
Benchmark
Dow Jones U.S. Dividend 100 Index (NZD) TR
Minimum Investment Timeframe
7+ years
Further Information
Fund updates for previous quarters are available on the Disclose Register. Choose ‘Search for an offer’ and search for ‘Foundation Series Funds’ as the Offer name at https://disclose-register.companiesoffice.govt.nz.
