Hobson Wealth International Growth Fund

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.

Implemented Investment Solutions (IIS) 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.

Read More about Hobson Wealth
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
–  Cash and cash equivalents
–  Derivative instruments including currency hedging instruments
–  Managed investment schemes
–  Any other investment agreed to by the Manager and Supervisor

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