The Hobson Wealth International Growth Fund (the Fund) is one of three PIE-compliant New Zealand-domiciled funds within the Hobson Wealth Investment Funds Scheme.
FundRock NZ Ltd is the issuer and manager of the Funds, with investment management undertaken by Hobson Wealth. The Funds are registered as an offer within a Managed Investment Scheme under the Financial Markets Conduct Act 2013 and is regulated by the FMA.
The Funds are promoted and distributed by Hobson Wealth via their Navigator Service.
| Investment Manager | Hobson Wealth Partners Limited |
|---|---|
| Investment Policy and Objectives |
The Fund provides investors with exposure to a diversified international equity portfolio with potential for growth of capital. The investment objective of the Fund is to provide a return, before costs and tax, higher than the MSCI World Net Index – 50% hedged to NZD over a rolling three-year period. |
| Investment Strategy |
To provide investors with exposure to a diversified international equity portfolio with potential for growth of income and capital. The Fund may invest in direct securities listed on stock exchanges in developed and emerging markets, or in other managed investment schemes in New Zealand and abroad. Permitted investments: – International equities The Fund targets a position of being 50% hedged back to New Zealand dollars. |
| Benchmark |
MSCI World Net Index – 50% hedged to NZD. |
| Minimum suggested investment timeframe | 5 years |
