The Hobson Wealth NZ Equity 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 New Zealand equity portfolio with potential for growth of income and capital. The investment objective of the Fund is to provide a return, before costs and tax, higher than the S&P/NZX50 Index Gross (with imputation credits) over a rolling three-year period. |
| Investment Strategy |
To provide investors with exposure to a diversified NZ equity portfolio with potential for growth of income and capital. Permitted investments: – Australasian equities Australian dollar currency exposure is largely hedged back to the New Zealand dollar. |
| Benchmark |
S&P/NZX 50 Index Gross (with Imputation credits) |
| Minimum suggested investment timeframe | 5 years |
