We’ve selected investment portfolios that combine a broad mix of assets to achieve specific risk-return objectives. You get the benefit of diversification because the investments are spread over hundreds of assets across local and international markets. Which fund is right for you depends on whether you’re seeking growth or income, and your attitude to the market’s ups and downs.
Select funds to compare side by side.
| Fund name as at 30 June 2025 |
Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| Nikko AM Growth Fund | Details | Growth 80.0% / Income 20.0% | 5 years |
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| Nikko AM Balanced Fund | Details | Growth 62.0% / Income 38.0% | 3 years |
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| Nikko AM Conservative Fund | Details | Growth 23.0% / Income 77.0% | 2 years |
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| Nikko AM Freedom Fund | Details | Income 100% | 1 year |
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7
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We’ve selected investment portfolios that combine a broad mix of assets to achieve specific risk-return objectives. You get the benefit of diversification because the investments are spread over hundreds of assets across local and international markets. Which fund is right for you depends on whether you’re seeking growth or income, and your attitude to the market’s ups and downs.
Select funds to compare side by side.
| Fund name as at 30 June 2025 |
Asset Type | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|---|
| Nikko AM Core Equity Fund | Details | Shares | Growth 100% | 5 years |
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| Nikko AM Concentrated Equity Fund | Details | Shares | Growth 100% | 5 years |
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| Nikko AM SRI Equity Fund | Details | Shares | Growth 100% | 5 years |
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7
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| Nikko AM ARK Disruptive Innovation Fund | Details | Shares | Growth 100% | 7+ years |
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7
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| Nikko AM Global Shares Hedged Fund | Details | Shares | Growth 100% | 5 years |
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| Nikko AM Global Shares Fund | Details | Shares | Growth 100% | 5 years |
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| Nikko AM Global Equity Multi-Manager Unhedged Fund | Details | Shares | Growth 100% | 5 years |
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| Nikko AM Global Equity Multi-Manager Hedged Fund | Details | Shares | Growth 100% | 5 years |
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| Nikko AM NZ Bond Fund | Details | Bonds | Income 100% | 2 years |
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| Nikko AM NZ Corporate Bond Fund | Details | Bonds | Income 100% | 2 years |
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| Nikko AM Global Bond Fund | Details | Bonds | Income 100% | 3 years |
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| Nikko AM NZ Cash Fund | Details | Bonds | Income 100% | 3 months |
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7
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Select up to three funds to compare across both the Summary and Performance tabs below, to discover the best fund for you.
Compare funds nowThis number indicates the relative 'risk' level of this fund based on the types of assets it is invested in, ranging from level 1 (least risky) to 7 (most risky).
| Risk category | Description of volatility |
| 1 | Very low |
| 2 | Low |
| 3 | Medium |
| 4 | Medium to High |
| 5 | High |
| 6 | Very high |
| 7 | Extremely high |
The risk indicators are calculated using returns of the funds, the returns of the fund’s market index or a combination of both, for the previous five years. Index returns or a mix are used if the fund has existed for less than five years. All Managers are required to use the same methodology so you can compare the risk of different funds if you are researching more than one manager.
We’ve selected investment portfolios that combine a broad mix of assets to achieve specific risk-return objectives. You get the benefit of diversification because the investments are spread over hundreds of assets across local and international markets. Which fund is right for you depends on whether you’re seeking growth or income, and your attitude to the market’s ups and downs.
Select funds to compare side by side.
| Fund name as at 30 June 2025 |
Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| Nikko AM Growth Fund | Details | Growth 80.0% / Income 20.0% | 5 years |
1
2
3
4
5
6
7
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| Nikko AM Balanced Fund | Details | Growth 62.0% / Income 38.0% | 3 years |
1
2
3
4
5
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7
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| Nikko AM Conservative Fund | Details | Growth 23.0% / Income 77.0% | 2 years |
1
2
3
4
5
6
7
|
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| Nikko AM Freedom Fund | Details | Income 100% | 1 year |
1
2
3
4
5
6
7
|
We’ve selected investment portfolios that combine a broad mix of assets to achieve specific risk-return objectives. You get the benefit of diversification because the investments are spread over hundreds of assets across local and international markets. Which fund is right for you depends on whether you’re seeking growth or income, and your attitude to the market’s ups and downs.
Select funds to compare side by side.
| Fund name as at 30 June 2025 |
Asset Type | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|---|
| Nikko AM Core Equity Fund | Details | Shares | Growth 100% | 5 years |
1
2
3
4
5
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7
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| Nikko AM Concentrated Equity Fund | Details | Shares | Growth 100% | 5 years |
1
2
3
4
5
6
7
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| Nikko AM SRI Equity Fund | Details | Shares | Growth 100% | 5 years |
1
2
3
4
5
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7
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| Nikko AM ARK Disruptive Innovation Fund | Details | Shares | Growth 100% | 7+ years |
1
2
3
4
5
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7
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| Nikko AM Global Shares Hedged Fund | Details | Shares | Growth 100% | 5 years |
1
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7
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| Nikko AM Global Shares Fund | Details | Shares | Growth 100% | 5 years |
1
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7
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| Nikko AM Global Equity Multi-Manager Unhedged Fund | Details | Shares | Growth 100% | 5 years |
1
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5
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7
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| Nikko AM Global Equity Multi-Manager Hedged Fund | Details | Shares | Growth 100% | 5 years |
1
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7
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| Nikko AM NZ Bond Fund | Details | Bonds | Income 100% | 2 years |
1
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| Nikko AM NZ Corporate Bond Fund | Details | Bonds | Income 100% | 2 years |
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7
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| Nikko AM Global Bond Fund | Details | Bonds | Income 100% | 3 years |
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7
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| Nikko AM NZ Cash Fund | Details | Bonds | Income 100% | 3 months |
1
2
3
4
5
6
7
|
Select up to three funds to compare across both the Summary and Performance tabs below, to discover the best fund for you.
Compare funds nowThis number indicates the relative 'risk' level of this fund based on the types of assets it is invested in, ranging from level 1 (least risky) to 7 (most risky).
| Risk category | Description of volatility |
| 1 | Very low |
| 2 | Low |
| 3 | Medium |
| 4 | Medium to High |
| 5 | High |
| 6 | Very high |
| 7 | Extremely high |
The risk indicators are calculated using returns of the funds, the returns of the fund’s market index or a combination of both, for the previous five years. Index returns or a mix are used if the fund has existed for less than five years. All Managers are required to use the same methodology so you can compare the risk of different funds if you are researching more than one manager.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Generate Focused Growth Fundas at 30 June 2025 | Details | Growth 95.0% / Income 5.0% | 8 Years |
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| GoalsGetter Milford Aggressive Fundas at 30 June 2025 | Details | Growth 95.0% / Income 5.0% | 10 Years |
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| GoalsGetter Nikko AM High Growth Fundas at 30 June 2025 | Details | Growth 98.0% / Income 2.0% | 7 Years |
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7
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Harbour Active Growth Fundas at 30 June 2025 | Details | Growth 65.0% / Income 30.0% / Other 5.0% | 5 Years |
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| GoalsGetter Milford Active Growth Fundas at 30 June 2025 | Details | Growth 78.0% / Income 22.0% | 7 Years |
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| GoalsGetter Nikko AM Growth Fundas at 30 June 2025 | Details | Growth 80.0% / Income 20.0% | 5 years |
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| GoalsGetter Pathfinder Ethical Growth Fundas at 30 June 2025 | Details | Growth 66.8% / Income 28.2% / Other 5.0% | 8 - 10 Years |
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| GoalsGetter Salt Capital Growth Fundas at 30 June 2025 | Details | Growth 80.0% / Income 20.0% | 5 Years |
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7
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Generate Balanced Fundas at 30 June 2025 | Details | Growth 60.0% / Income 40.0% | 5 Years |
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| GoalsGetter Harbour Sustainable Impact Fundas at 30 June 2025 | Details | Growth 55.0% / Income 27.5% / Other 17.5% | 5 Years |
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| GoalsGetter Milford Balanced Fundas at 30 June 2025 | Details | Growth 60.0% / Income 40.0% | 5 Years |
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| GoalsGetter Nikko AM Balanced Fundas at 30 June 2025 | Details | Growth 62.0% / Income 38.0% | 3 Years |
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Milford Conservative Fundas at 30 June 2025 | Details | Growth 18.0% / Income 82.0% | 3 Years |
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| GoalsGetter Nikko AM Conservative Fundas at 30 June 2025 | Details | Growth 23.0% / Income 77.0% | 2 Years |
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7
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Generate Thematic Fundas at 30 June 2025 | Details | Growth 98.0% / Income 2.0% | 10 Years |
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| GoalsGetter Nikko AM ARK Disruptive Innovation Fundas at 30 June 2025 | Details | Growth 100% | 7+ Years |
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| GoalsGetter Nikko AM Global Shares Fundas at 30 June 2025 | Details | Growth 100% | 5 Years |
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| GoalsGetter Nikko AM SRI Equity Fundas at 30 June 2025 | Details | Growth 100% | 5 Years |
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| GoalsGetter Nikko AM NZ Cash Fundas at 30 June 2025 | Details | Income 100% | 3 Months |
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| GoalsGetter Nikko AM NZ Corporate Bond Fundas at 30 June 2025 | Details | Income 100% | 2 Years |
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7
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This number indicates the relative 'risk' level of this fund based on the types of assets it is invested in, ranging from level 1 (least risky) to 7 (most risky).
| Risk category | Description of volatility |
| 1 | Very low |
| 2 | Low |
| 3 | Medium |
| 4 | Medium to High |
| 5 | High |
| 6 | Very high |
| 7 | Extremely high |
The risk indicators are calculated using returns of the funds, the returns of the fund’s market index or a combination of both, for the previous five years. Index returns or a mix are used if the fund has existed for less than five years. All Managers are required to use the same methodology so you can compare the risk of different funds if you are researching more than one manager.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Harbour Active Growth Fundas at 30 June 2025 | Details | Growth 65.0% / Income 30.0% / Other 5.0% | 5 Years |
1
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| GoalsGetter Milford Active Growth Fundas at 30 June 2025 | Details | Growth 78.0% / Income 22.0% | 7 Years |
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7
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| GoalsGetter Nikko AM Growth Fundas at 30 June 2025 | Details | Growth 80.0% / Income 20.0% | 5 years |
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| GoalsGetter Pathfinder Ethical Growth Fundas at 30 June 2025 | Details | Growth 66.8% / Income 28.2% / Other 5.0% | 8 - 10 Years |
1
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7
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| GoalsGetter Salt Capital Growth Fundas at 30 June 2025 | Details | Growth 80.0% / Income 20.0% | 5 Years |
1
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5
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7
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Generate Balanced Fundas at 30 June 2025 | Details | Growth 60.0% / Income 40.0% | 5 Years |
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| GoalsGetter Harbour Sustainable Impact Fundas at 30 June 2025 | Details | Growth 55.0% / Income 27.5% / Other 17.5% | 5 Years |
1
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5
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7
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| GoalsGetter Milford Balanced Fundas at 30 June 2025 | Details | Growth 60.0% / Income 40.0% | 5 Years |
1
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7
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| GoalsGetter Nikko AM Balanced Fundas at 30 June 2025 | Details | Growth 62.0% / Income 38.0% | 3 Years |
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7
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Milford Conservative Fundas at 30 June 2025 | Details | Growth 18.0% / Income 82.0% | 3 Years |
1
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7
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| GoalsGetter Nikko AM Conservative Fundas at 30 June 2025 | Details | Growth 23.0% / Income 77.0% | 2 Years |
1
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3
4
5
6
7
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Generate Thematic Fundas at 30 June 2025 | Details | Growth 98.0% / Income 2.0% | 10 Years |
1
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7
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| GoalsGetter Nikko AM ARK Disruptive Innovation Fundas at 30 June 2025 | Details | Growth 100% | 7+ Years |
1
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5
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7
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| GoalsGetter Nikko AM Global Shares Fundas at 30 June 2025 | Details | Growth 100% | 5 Years |
1
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7
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| GoalsGetter Nikko AM SRI Equity Fundas at 30 June 2025 | Details | Growth 100% | 5 Years |
1
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7
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| GoalsGetter Nikko AM NZ Cash Fundas at 30 June 2025 | Details | Income 100% | 3 Months |
1
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7
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| GoalsGetter Nikko AM NZ Corporate Bond Fundas at 30 June 2025 | Details | Income 100% | 2 Years |
1
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5
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7
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This number indicates the relative 'risk' level of this fund based on the types of assets it is invested in, ranging from level 1 (least risky) to 7 (most risky).
| Risk category | Description of volatility |
| 1 | Very low |
| 2 | Low |
| 3 | Medium |
| 4 | Medium to High |
| 5 | High |
| 6 | Very high |
| 7 | Extremely high |
The risk indicators are calculated using returns of the funds, the returns of the fund’s market index or a combination of both, for the previous five years. Index returns or a mix are used if the fund has existed for less than five years. All Managers are required to use the same methodology so you can compare the risk of different funds if you are researching more than one manager.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Harbour Active Growth Fundas at 30 June 2025 | Details | 5 Years |
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| GoalsGetter Milford Active Growth Fundas at 30 June 2025 | Details | 7 Years |
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| GoalsGetter Nikko AM Growth Fundas at 30 June 2025 | Details | 5 years |
1
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7
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| GoalsGetter Pathfinder Ethical Growth Fundas at 30 June 2025 | Details | 8 - 10 Years |
1
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7
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| GoalsGetter Salt Capital Growth Fundas at 30 June 2025 | Details | 5 Years |
1
2
3
4
5
6
7
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Generate Balanced Fundas at 30 June 2025 | Details | 5 Years |
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7
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| GoalsGetter Harbour Sustainable Impact Fundas at 30 June 2025 | Details | 5 Years |
1
2
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7
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| GoalsGetter Milford Balanced Fundas at 30 June 2025 | Details | 5 Years |
1
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7
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| GoalsGetter Nikko AM Balanced Fundas at 30 June 2025 | Details | 3 Years |
1
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5
6
7
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|
| GoalsGetter Milford Conservative Fundas at 30 June 2025 | Details | 3 Years |
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7
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| GoalsGetter Nikko AM Conservative Fundas at 30 June 2025 | Details | 2 Years |
1
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7
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc tincidunt, ligula ut convallis feugiat, ligula ex ornare dui, quis viverra erat tortor ut augue. Sed venenatis turpis risus, vel malesuada nibh imperdiet eget.
Mauris sit amet lorem non mi feugiat luctus. Aliquam tincidunt risus ac iaculis.
Select funds to compare side by side.
| Fund name | Asset Type | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|---|
| Nikko AM Core Equity Fundas at 30 June 2025 | Details | Shares | 5 years |
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7
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| Nikko AM Concentrated Equity Fundas at 30 June 2025 | Details | Shares | 5 years |
1
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5
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7
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| Nikko AM SRI Equity Fundas at 30 June 2025 | Details | Shares | 5 years |
1
2
3
4
5
6
7
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| Nikko AM ARK Disruptive Innovation Fundas at 30 June 2025 | Details | Shares | 7+ years |
1
2
3
4
5
6
7
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| Nikko AM Global Shares Hedged Fundas at 30 June 2025 | Details | Shares | 5 years |
1
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5
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7
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| Nikko AM Global Shares Fundas at 30 June 2025 | Details | Shares | 5 years |
1
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7
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| Nikko AM Global Equity Multi-Manager Unhedged Fundas at 30 June 2025 | Details | Shares | 5 years |
1
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6
7
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| Nikko AM Global Equity Multi-Manager Hedged Fundas at 30 June 2025 | Details | Shares | 5 years |
1
2
3
4
5
6
7
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| Nikko AM NZ Bond Fundas at 30 June 2025 | Details | Bonds | 2 years |
1
2
3
4
5
6
7
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| Nikko AM NZ Corporate Bond Fundas at 30 June 2025 | Details | Bonds | 2 years |
1
2
3
4
5
6
7
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| Nikko AM Global Bond Fundas at 30 June 2025 | Details | Bonds | 3 years |
1
2
3
4
5
6
7
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| Nikko AM NZ Cash Fundas at 30 June 2025 | Details | Bonds | 3 months |
1
2
3
4
5
6
7
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This number indicates the relative 'risk' level of this fund based on the types of assets it is invested in, ranging from level 1 (least risky) to 7 (most risky).
| Risk category | Description of volatility |
| 1 | Very low |
| 2 | Low |
| 3 | Medium |
| 4 | Medium to High |
| 5 | High |
| 6 | Very high |
| 7 | Extremely high |
The risk indicators are calculated using returns of the funds, the returns of the fund’s market index or a combination of both, for the previous five years. Index returns or a mix are used if the fund has existed for less than five years. All Managers are required to use the same methodology so you can compare the risk of different funds if you are researching more than one manager.
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Find out about the types of fees that apply for our Nikko AM retail and KiwiSaver funds.
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DownloadView the Product Disclosure Statements for all our Nikko AM retail and Nikko AM KiwiSaver Scheme funds here.
View the Product Disclosure Statements for all our Nikko AM retail and Nikko AM KiwiSaver Scheme funds here.
