The Fund’s investment objective is to outperform the S&P/NZX 50 Gross Index on a rolling three-year basis by investing in New Zealand shares.

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The Salt NZ Dividend Appreciation Fund targets a portfolio of shares of New Zealand companies that may, in our opinion, pay high and sustainable dividends. A considerable body of robust research suggests that stocks with strong and sustained dividend policies tend to generate higher free cash flow than average and outperform their index benchmarks over time. The strategy is not intended to naively generate the highest possible yield but rather to generate a high and sustainable dividend yield.

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FUND FACTS

Benchmark - S&P/NZX 50 Gross Index. 
Recommended investment time frame - 5 years
Inception date - 30 June 2015
Fund Size - $100 million