Salt Funds Management
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Investment Options

Our Funds

Salt Long Short Fund

The Fund's investment objective is to outperform the Reserve Bank of New Zealand Official Cash Rate +5% p.a. benchmark on a rolling three year basis.

The Fund aims to deliver positive absolute returns in all market environments. In addition to holding "long-only" New Zealand and Australian securities, the Fund may also short sell securities, hold cash, lever its assets and utilise active currency management to generate returns (although the Fund will generally be fully hedged).

Given the Fund's broad mandate and wide range of investment tools available, its investment performance will depend, to a larger degree than traditional equity investment funds, on Salt's skill in selecting, combining and implementing investment decisions.

The Long Short Fund is currently generally only available for investment to existing investors in that Fund and new investors of selected financial advisory firms. 

Fund Facts

Benchmark - Reserve Bank of New Zealand Official Cash Rate +5% p.a. 
Recommended investment time frame - 5 years
Inception date - 30 June 2014
Fund Size - $271.5 million

Performance


Salt Dividend Appreciation Fund

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.

The Salt 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.

Fund Facts

Benchmark - S&P/NZX 50 Gross Index
Recommended investment time frame - 5 years
Inception date - 30 June 2015
Fund Size - $57.3 million              

Performance  


Salt Enhanced Property Fund

The Fund's investment objective is to outperform the S&P/NZX All Real Estate (Industry Group) Gross Index on a rolling three year basis by investing predominantly in New Zealand and Australian property and property related shares.

The Salt Enhanced Property Fund targets a portfolio of shares of New Zealand and Australian property trusts, companies and other property related securities with exposure to commercial, residential, retail, tourism, industrial, medical, educational, rural, retirement, and other property sectors. The Fund may also short sell securities, hold cash, lever its asset and utilise active currency management to generate returns (although the Fund will generally be fully hedged). 

Given the Fund's broad mandate and wide range of investment tools available, its investment performance will depend, to a larger degree than traditional equity investment funds, on Salt's skill in selecting, combining and implementing investment decisions. 

Fund Facts

Benchmark - S&P/NZX All Real Estate (Industry Group) Gross Index
Recommended investment time frame - 5 years
Inception date - 11 November 2014
Fund Size - $5.5 million

Performance


Wholesale & Institutional Investors

If you are a wholesale or institutional investor, please contact us directly to discuss what customised solutions we can offer you.

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