Breaking News
Get 50% Off 0
🤼 Nvidia vs DeepSeek: How does the latest AI battle impact your stocks?
See Breaking News
Close

Nikko Am Concentrated Equity Fund (0P00008UBH)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
3.054 -0.040    -1.15%
28/01 - Delayed Data. Currency in NZD
  • Morningstar Rating:
  • Total Assets: 20.71M
Type:  Fund
Market:  New Zealand
Issuer:  Nikko Asset Management NZ Ltd
Asset Class:  Equity
Nikko AM Concentrated Equity Fund 3.054 -0.040 -1.15%

0P00008UBH Overview

 
Find basic information about the Nikko Am Concentrated Equity Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00008UBH MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change10.51%
Prev. Close3.09
Risk Rating
TTM Yield0.53%
ROE6.10%
IssuerNikko Asset Management NZ Ltd
Turnover17%
ROA2.80%
Inception DateAug 22, 2006
Total Assets20.71M
ExpensesN/A
Min. Investment5,000
Market Cap6.03B
CategoryEquity Region Australasia
What is your sentiment on Nikko AM Concentrated Equity Fund?
or
Vote to see community's results!

Nikko Am Concentrated Equity Fund Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1125 1043 1125 1031 1270 2440
Fund Return 12.47% 4.28% 12.47% 1.03% 4.9% 9.33%
Place in category 19 11 19 25 16 9
% in Category 53 30 53 75 58 37

Top Equity Funds by Nikko Asset Management NZ Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Nikko AM Core Equity Fund 27.3M 12.35 1.39 9.96

Top Funds for Equity Region Australasia Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Pie Australasian Dividend Fund 366.3M 15.18 3.19 12.46
  Mint Australia New Zealand Active E 220.95M 15.56 2.34 9.68
  Pie Australasian Emerging Companies 135.64M 20.81 6.86 14.85

Top Holdings

Name ISIN Weight % Last Change %
  Infratil NZIFTE0003S3 11.25 9.85 -1.60%
  Contact Energy Ltd NZCENE0001S6 10.63 8.44 -2.20%
  Nextdc AU000000NXT8 10.50 14.68 +0.34%
  Summerset Group NZSUME0001S0 8.58 11.72 +0.17%
  Worley Ltd AU000000WOR2 7.80 14.57 +0.62%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00008UBH Comments

Write your thoughts about Nikko Am Concentrated Equity Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email