© 2019 Salt Funds Management. 

Contact us here.

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We are open for business as we are an essential services provider.

However, like others, our work practices have changed due to the COVID-19 pandemic. Our physical offices are currently closed but the Salt Funds Management team are all continuing to work remotely.

Our investment and operations teams are fully resourced and continue to look after your investments.  Please contact your  financial adviser for personal advice around your portfolio at this time.

We are currently experiencing high call and email volumes which means there may be a delay in our responding to your query however, we will respond as fast as we can.

We appreciate you may be feeling unsettled by the current and unfolding situation impacting our lives and the world's financial markets. Markets continue to experience heightened levels of volatility as a result of the increasing spread of the coronavirus (COVID-19) and significant responses by many governments.

Please read the latest monthly fund factsheet from our investment experts to find out how this is affecting your fund.

Your investment 
matters to us

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Experienced and conscientious.

Salt is an active investment manager. We actively seek to maximise your returns while managing the risks of your investment. 

We examine our investments for their environmental and social impact as well as the quality of their governance.

We are investors in our own funds, and invite you take advantage of our expertise and experience.

 

Investment Options

Our Funds

 

About us

Salt is an active fund manager. Our investment philosophy centres on the belief that the New Zealand and Australian share markets have characteristics that lead to market inefficiencies that can be exploited over time to deliver superior risk-adjusted returns. 

We are a core investor with no intended style bias to either “growth” or “value” and look to invest in companies with strong management, which operate within sound industry structures and generate superior shareholder returns.

 

Our investment process demands both robust balance sheets and the current ability or potential to generate above average free cash-flow.

OWNERSHIP

The firm is wholly owned by its investment personnel, who continue to extend their long-term track record in delivering strong outcomes for investors. All senior team members have more than 20 years of investment experience in both domestic and global markets gained over different market cycles. 

ENVIRONMENTAL

SOCIAL

GOVERNANCE

ESG is a crucial element of the Salt Funds Management investment decision-making process.

Salt is a strong believer in the merits of embedding comprehensive ESG analysis into its investment process. This incorporates both the careful analysis of the sustainability of a company’s business model and strategy as well as actively engaging with company directors, executives and other stakeholders.

Read more here.

RESEARCH

Proprietary research is at the heart of the firm. Salt employs a team of dedicated analysts who are tasked with producing bespoke research on companies within our investment universe. This research is aimed at providing the portfolio managers with well-reasoned views on the value of companies based on our own in-house financial modelling. This provides the firm with a robust decision making framework that efficiently balances quantitative and qualitative analysis.

MONTHLY AND QUARTERLY REPORTS

☎ Contact

info@saltfunds.co.nz
+64 9 869 2933

* Performance is after all fees and before PIE Tax. Past performance is not indicative of future returns.