What We Do
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.
The Carbon Fund
Salt Investment Funds is proud to have listed New Zealand’s first-ever Carbon Fund on the NZX, and it currently trades under the ticker code “CO2”.
The Fund is open-ended and will continue to accept applications.
The Carbon Fund is managed by Salt Investment Funds Limited, a wholly owned subsidiary of Salt Funds Management Limited. The Product Disclosure Statement can be found at www.carbonfund.co.nz.
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Product Disclosure Statements
Salt Investment Funds Limited is the issuer of the Salt Investment Funds and the Carbon Fund.
A replacement PDS for the Salt Investment Funds dated 13 October 2017 was lodged with the Registrar of Financial Service Providers (Registrar) on 13 October 2017. A PDS for the Carbon Fund was lodged with the Registrar on 12 October 2018. Each of these PDSs can be found at www.disclose-register.companiesoffice.govt.nz.
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