INVESTMENT STRATEGY
At Nationwide Investment Management, we steer the investment direction of the Nationwide Investment Fund (NIF) with a meticulous bottom-up approach. Our strategy revolves around pinpointing companies with robust fundamentals, emphasizing long-term historical growth in revenue and earnings, coupled with a strong likelihood for superior future growth.
Within our investment process, we meticulously seek out industry leaders with fortified competitive advantages and corporate cultures underscored by qualities such as strength, quality, and experienced management. We prioritize companies with low or no debt burdens and attractive relative valuations, ensuring a discerning selection process.
In addition to fundamental analysis, we diligently consider other pertinent factors such as political risk, monetary policy risk, and regulatory risk. These considerations play a pivotal role in guiding our asset selection and investment decisions, fostering a well-rounded and resilient portfolio.
As the manager of the NIF, Nationwide Investment Management is committed to delivering sustainable returns while effectively managing risk. Our investment strategy is anchored in thorough research, prudent risk management, and a steadfast dedication to creating long-term value for our investors.
SFDR which is part of a broader legislative package under the European Commission’s Sustainable Action Plan, came into effect on 10 March 2021. To meet the SFDR disclosure requirements, the AIFM identifies, assesses and, where possible and appropriate, seeks to manage sustainability risks for the Partnership as part of its risk management process. The AIFM believes that the integration of this risk analysis could help to enhance the long-term value of the portfolio for Investors, in accordance with the investment objective and Investment Policy of the Partnership. However, due to the nature of the investment objective, sustainability risks are not integrated in the investment decisions.
The Partnership is promoting environmental or social characteristics within the meaning of article 8 of SFDR but does not have sustainable investment as its objective within the meaning of article 9 of SFDR.
As regards disclosures obligations under article 4(1) of SFDR we confirm that the AIFM does take into account the negative impacts due to investments – Article 4 (1) (a).”