Hobson Wealth NZ Fixed Interest Fund

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.

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 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
–  International fixed interest*
–  Cash and cash equivalents
–  Derivative instruments including currency hedging instruments
–  Managed investment schemes that have elected to be a Portfolio Investment Entity (PIE)
–  Any other investment agreed to by the Manager and Supervisor

*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