The Hobson Wealth NZ Fixed Interest 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 portfolio of predominantly investment grade New Zealand dollar denominated fixed interest securities. The investment objective of the Fund is to provide a return, before costs and tax, higher than the Bloomberg NZ Bond Composite 0+ Yr Index (BNZCRO) over a rolling three year period. |
| Investment Strategy |
To provide investors with exposure to a diversified portfolio of predominantly investment grade New Zealand dollar denominated fixed interest securities. Permitted investments: – New Zealand fixed interest *Investment in international fixed interest is restricted to the Australian fixed income market either through Australian denominated debt securities or derivative instruments. |
| Benchmark | Bloomberg NZ Bond Composite 0+ Yr Index |
| Minimum suggested investment timeframe | 2 years |
