NZAM Kapstream Absolute Return Income Fund
NZAM Kapstream Absolute Return Income Fund invests in the Kapstream Absolute Return Income Fund which is a global “absolute return” fund. Through this investment, the NZAM Kapstream Absolute Return Income Fund has an emphasis on investing in a global diversified portfolio of predominantly investment grade fixed income securities. The returns are hedged into New Zealand dollars. The strategy aims to generate returns that are superior to cash and cash-like securities while preserving capital.
The investment objectives of the Fund are to achieve a total return (before taxes and fees) that exceeds a composite comprising 50% of Bloomberg AusBond Composite Bond 0-3 year Index and 50% Bloomberg AusBond Bank Bill Index and preserve accumulated capital irrespective of market conditions.
Monthly commentaries are available here or on request from us.
Quarterly fund updates are available here or on request from us.
The NZAM Funds Annual Report is available here
Product Disclosure Statement
Our Product Disclosure Statement (PDS) contains information to help you decide whether to invest in our funds. We review and update it regularly. Our latest replacement PDS dated 24 November 2017 has been lodged with the Registrar and is available to download here or on request from us. Units in the Fund are issued by NZAM Funds Limited.
Statement of Investment Policy and Objectives
Our statement of investment policy and objectives (“SIPO”)for the Fund is available to download here or on request from us.
To speak with an NZAM executive about the fund, please phone: +64 9 358 1517.