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The Fund invests in the Nikko AM Wholesale NZ Bond Fund which is managed by Nikko AM NZ. The Nikko AM Wholesale NZ Bond Fund aims to provide investors with regular income by constructing an actively managed investment portfolio of New Zealand bonds, deposits and cash whilst preserving the capital value.
Name | Title | Since | Until |
---|---|---|---|
Fergus McDonald | Head of the Bond | 2011 | Now |
Biography | Fergus McDonald is Head of the Bond and Currency team at Nikko AM. He is responsible for the investment strategy, performance and compliance of Bond, Cash and Currency mandates. Fergus has been actively involved in the New Zealand financial markets since 1981. He joined the company in 1990 as the Fixed Interest Manager. Fergus has considerable experience in managing bond portfolios that combine Government stock and derivatives with corporate debt securities. He was instrumental in developing and managing New Zealand’s first corporate bond unit trust. Fergus holds a BA Economics, Victoria University and Certificate of Treasury Professionals. | ||
Ian Bellew | Fixed Income Manager | 2011 | Now |
Biography | Ian Bellew is the Fixed Income Manager. Ian joined Nikko AM in 1998 as the Cash Portfolio Manager and was promoted to Fixed Income Manager in January 2012. Ian is responsible for the implementation of investment strategy and day to day management of the fixed income and option portfolios. Ian also contributes to team decision making by analysing economic information, identifying global and domestic trends. Ian holds a Bachelor of Commerce - Finance and Post-Graduate Diploma in Commerce - Finance from University of Otago. |
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