Ready to compare?
Select up to three funds to compare across both the Summary and Performance tabs below, to discover the best fund for you.
Compare funds nowWe’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 31 August 2025 |
Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
---|---|---|---|---|---|
Amova Growth Fund | Details | Growth 80.0% / Income 20.0% | 7 years |
1
2
3
4
5
6
7
|
|
Amova Balanced Fund | Details | Growth 62.0% / Income 38.0% | 5 years |
1
2
3
4
5
6
7
|
|
Amova Conservative Fund | Details | Growth 23.0% / Income 77.0% | 3 years |
1
2
3
4
5
6
7
|
|
Amova 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 31 August 2025 |
Asset Type | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
---|---|---|---|---|---|---|
Amova Core Equity Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova Concentrated Equity Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova SRI Equity Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova ARK Disruptive Innovation Fund | Details | Shares | Growth 100% | 10 years |
1
2
3
4
5
6
7
|
|
Amova Global Shares Hedged Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova Global Shares Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova Global Equity Multi-Manager Unhedged Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova Global Equity Multi-Manager Hedged Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova NZ Bond Fund | Details | Bonds | Income 100% | 3 years |
1
2
3
4
5
6
7
|
|
Amova NZ Corporate Bond Fund | Details | Bonds | Income 100% | 3 years |
1
2
3
4
5
6
7
|
|
Amova Global Bond Fund | Details | Bonds | Income 100% | 3 years |
1
2
3
4
5
6
7
|
|
Amova 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 nowWe’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 31 August 2025, returns before tax / after fees |
1 year | 3 years | 5 years | |
---|---|---|---|---|
Amova Growth Fund | Details | 11.84% | 9.71% | 5.75% |
Amova Balanced Fund | Details | 9.97% | 8.15% | 4.58% |
Amova Conservative Fund | Details | 6.12% | 5.99% | 2.79% |
Amova Freedom Fund | Details |
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 31 August 2025, returns before tax / after fees |
1 year | 3 years | 5 years | |
---|---|---|---|---|
Amova Core Equity Fund | Details | 3.27% | 3.91% | 2.43% |
Amova Concentrated Equity Fund | Details | 4.75% | 4.84% | 3.21% |
Amova SRI Equity Fund | Details | 4.49% | 4.79% | |
Amova ARK Disruptive Innovation Fund | Details | 74.53% | 24.63% | -0.33% |
Amova Global Shares Hedged Fund | Details | 15.28% | 14.15% | 9.48% |
Amova Global Shares Fund | Details | 24.66% | 17.76% | 13.72% |
Amova Global Equity Multi-Manager Unhedged Fund | Details | 22.28% | 20.81% | 16.59% |
Amova Global Equity Multi-Manager Hedged Fund | Details | 12.99% | 17.12% | 12.09% |
Amova NZ Bond Fund | Details | 4.98% | 5.24% | 0.35% |
Amova NZ Corporate Bond Fund | Details | 5.95% | 5.91% | 1.69% |
Amova Global Bond Fund | Details | 2.40% | 3.41% | -0.37% |
Amova NZ Cash Fund | Details | 4.59% | 5.24% | 3.52% |
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.
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 31 August 2025 |
Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
---|---|---|---|---|---|
Amova Growth Fund | Details | Growth 80.0% / Income 20.0% | 7 years |
1
2
3
4
5
6
7
|
|
Amova Balanced Fund | Details | Growth 62.0% / Income 38.0% | 5 years |
1
2
3
4
5
6
7
|
|
Amova Conservative Fund | Details | Growth 23.0% / Income 77.0% | 3 years |
1
2
3
4
5
6
7
|
|
Amova 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 31 August 2025 |
Asset Type | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
---|---|---|---|---|---|---|
Amova Core Equity Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova Concentrated Equity Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova SRI Equity Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova ARK Disruptive Innovation Fund | Details | Shares | Growth 100% | 10 years |
1
2
3
4
5
6
7
|
|
Amova Global Shares Hedged Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova Global Shares Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova Global Equity Multi-Manager Unhedged Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova Global Equity Multi-Manager Hedged Fund | Details | Shares | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
Amova NZ Bond Fund | Details | Bonds | Income 100% | 3 years |
1
2
3
4
5
6
7
|
|
Amova NZ Corporate Bond Fund | Details | Bonds | Income 100% | 3 years |
1
2
3
4
5
6
7
|
|
Amova Global Bond Fund | Details | Bonds | Income 100% | 3 years |
1
2
3
4
5
6
7
|
|
Amova 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 nowWe’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 31 August 2025, returns before tax / after fees |
1 year | 3 years | 5 years | |
---|---|---|---|---|
Amova Growth Fund | Details | 11.84% | 9.71% | 5.75% |
Amova Balanced Fund | Details | 9.97% | 8.15% | 4.58% |
Amova Conservative Fund | Details | 6.12% | 5.99% | 2.79% |
Amova Freedom Fund | Details |
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 31 August 2025, returns before tax / after fees |
1 year | 3 years | 5 years | |
---|---|---|---|---|
Amova Core Equity Fund | Details | 3.27% | 3.91% | 2.43% |
Amova Concentrated Equity Fund | Details | 4.75% | 4.84% | 3.21% |
Amova SRI Equity Fund | Details | 4.49% | 4.79% | |
Amova ARK Disruptive Innovation Fund | Details | 74.53% | 24.63% | -0.33% |
Amova Global Shares Hedged Fund | Details | 15.28% | 14.15% | 9.48% |
Amova Global Shares Fund | Details | 24.66% | 17.76% | 13.72% |
Amova Global Equity Multi-Manager Unhedged Fund | Details | 22.28% | 20.81% | 16.59% |
Amova Global Equity Multi-Manager Hedged Fund | Details | 12.99% | 17.12% | 12.09% |
Amova NZ Bond Fund | Details | 4.98% | 5.24% | 0.35% |
Amova NZ Corporate Bond Fund | Details | 5.95% | 5.91% | 1.69% |
Amova Global Bond Fund | Details | 2.40% | 3.41% | -0.37% |
Amova NZ Cash Fund | Details | 4.59% | 5.24% | 3.52% |
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. Eget tempus, scelerisque ut sem sit eget penatibus turpis turpis. Facilisis venenatis feugiat morbi consequat pretium, tellus massa justo enim. Et lorem neque, ultricies mi elit neque, elementum nec sed.
Risk Indicator (volatility)
Target Asset Allocation
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. Eget tempus, scelerisque ut sem sit eget penatibus turpis turpis. Facilisis venenatis feugiat morbi consequat pretium, tellus massa justo enim. Et lorem neque, ultricies mi elit neque, elementum nec sed.
Risk Indicator (volatility)
Target Asset Allocation
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.
Fund name | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
---|---|---|---|---|---|
GoalsGetter Generate Focused Growth Fundas at 31 August 2025 | Details | Growth 95.0% / Income 5.0% | 8 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova High Growth Fundas at 31 August 2025 | Details | Growth 98.0% / Income 2.0% | 9 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Milford Aggressive Fundas at 31 August 2025 | Details | Growth 95.0% / Income 5.0% | 10 years |
1
2
3
4
5
6
7
|
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 31 August 2025 | Details | Growth 65.0% / Income 30.0% / Other 5.0% | 5 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Milford Active Growth Fundas at 31 August 2025 | Details | Growth 78.0% / Income 22.0% | 7 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova Growth Fundas at 31 August 2025 | Details | Growth 80.0% / Income 20.0% | 7 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Pathfinder Ethical Growth Fundas at 31 August 2025 | Details | Growth 66.8% / Income 28.2% / Other 5.0% | 8 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Salt Capital Growth Fundas at 31 August 2025 | Details | Growth 80.0% / Income 20.0% | 5 years |
1
2
3
4
5
6
7
|
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 31 August 2025 | Details | Growth 60.0% / Income 40.0% | 5 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Harbour Sustainable Impact Fundas at 31 August 2025 | Details | Growth 55.0% / Income 27.5% / Other 17.5% | 5 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Milford Balanced Fundas at 31 August 2025 | Details | Growth 61.0% / Income 39.0% | 5 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova Balanced Fundas at 31 August 2025 | Details | Growth 62.0% / Income 38.0% | 5 years |
1
2
3
4
5
6
7
|
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 31 August 2025 | Details | Growth 18.0% / Income 82.0% | 3 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova Conservative Fundas at 31 August 2025 | Details | Growth 23.0% / Income 77.0% | 3 years |
1
2
3
4
5
6
7
|
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 31 August 2025 | Details | Growth 98.0% / Income 2.0% | 10 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova ARK Disruptive Innovation Fundas at 31 August 2025 | Details | Growth 100% | 10 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova Global Shares Fundas at 31 August 2025 | Details | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova SRI Equity Fundas at 31 August 2025 | Details | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova NZ Cash Fundas at 31 August 2025 | Details | Income 100% | 3 months |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova NZ Corporate Bond Fundas at 31 August 2025 | Details | Income 100% | 3 years |
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 now Please select funds to compareFund name | 1 year | 3 years | 5 years | |
---|---|---|---|---|
GoalsGetter Generate Focused Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 13.90% | ||
GoalsGetter Amova High Growth Fundas at 31 August 2025, returns before tax / after fees | Details | |||
GoalsGetter Milford Aggressive Fundas at 31 August 2025, returns before tax / after fees | Details |
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 | 1 year | 3 years | 5 years | |
---|---|---|---|---|
GoalsGetter Harbour Active Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 7.19% | ||
GoalsGetter Milford Active Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 12.47% | ||
GoalsGetter Amova Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 11.57% | 9.58% | 5.67% |
GoalsGetter Pathfinder Ethical Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 7.56% | ||
GoalsGetter Salt Capital Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 7.17% |
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 | 1 year | 3 years | 5 years | |
---|---|---|---|---|
GoalsGetter Generate Balanced Fundas at 31 August 2025, returns before tax / after fees | Details | 8.90% | ||
GoalsGetter Harbour Sustainable Impact Fundas at 31 August 2025, returns before tax / after fees | Details | 2.92% | ||
GoalsGetter Milford Balanced Fundas at 31 August 2025, returns before tax / after fees | Details | 9.73% | ||
GoalsGetter Amova Balanced Fundas at 31 August 2025, returns before tax / after fees | Details | 9.72% | 8.03% | 4.52% |
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.
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 | 1 year | 3 years | 5 years | |
---|---|---|---|---|
GoalsGetter Generate Thematic Fundas at 31 August 2025, returns before tax / after fees | Details | 21.17% | ||
GoalsGetter Amova ARK Disruptive Innovation Fundas at 31 August 2025, returns before tax / after fees | Details | 74.63% | 24.68% | |
GoalsGetter Amova Global Shares Fundas at 31 August 2025, returns before tax / after fees | Details | 24.41% | 17.73% | 13.75% |
GoalsGetter Amova SRI Equity Fundas at 31 August 2025, returns before tax / after fees | Details | 4.28% | 4.72% | 2.69% |
GoalsGetter Amova NZ Cash Fundas at 31 August 2025, returns before tax / after fees | Details | 4.50% | 5.15% | 3.41% |
GoalsGetter Amova NZ Corporate Bond Fundas at 31 August 2025, returns before tax / after fees | Details | 5.89% | 5.84% | 1.64% |
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 31 August 2025 | Details | Growth 65.0% / Income 30.0% / Other 5.0% | 5 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Milford Active Growth Fundas at 31 August 2025 | Details | Growth 78.0% / Income 22.0% | 7 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova Growth Fundas at 31 August 2025 | Details | Growth 80.0% / Income 20.0% | 7 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Pathfinder Ethical Growth Fundas at 31 August 2025 | Details | Growth 66.8% / Income 28.2% / Other 5.0% | 8 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Salt Capital Growth Fundas at 31 August 2025 | Details | Growth 80.0% / Income 20.0% | 5 years |
1
2
3
4
5
6
7
|
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 31 August 2025 | Details | Growth 60.0% / Income 40.0% | 5 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Harbour Sustainable Impact Fundas at 31 August 2025 | Details | Growth 55.0% / Income 27.5% / Other 17.5% | 5 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Milford Balanced Fundas at 31 August 2025 | Details | Growth 61.0% / Income 39.0% | 5 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova Balanced Fundas at 31 August 2025 | Details | Growth 62.0% / Income 38.0% | 5 years |
1
2
3
4
5
6
7
|
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 31 August 2025 | Details | Growth 18.0% / Income 82.0% | 3 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova Conservative Fundas at 31 August 2025 | Details | Growth 23.0% / Income 77.0% | 3 years |
1
2
3
4
5
6
7
|
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 31 August 2025 | Details | Growth 98.0% / Income 2.0% | 10 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova ARK Disruptive Innovation Fundas at 31 August 2025 | Details | Growth 100% | 10 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova Global Shares Fundas at 31 August 2025 | Details | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova SRI Equity Fundas at 31 August 2025 | Details | Growth 100% | 9 years |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova NZ Cash Fundas at 31 August 2025 | Details | Income 100% | 3 months |
1
2
3
4
5
6
7
|
|
GoalsGetter Amova NZ Corporate Bond Fundas at 31 August 2025 | Details | Income 100% | 3 years |
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 now Please select funds to compareLorem 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 | 1 year | 3 years | 5 years | |
---|---|---|---|---|
GoalsGetter Harbour Active Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 7.19% | ||
GoalsGetter Milford Active Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 12.47% | ||
GoalsGetter Amova Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 11.57% | 9.58% | 5.67% |
GoalsGetter Pathfinder Ethical Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 7.56% | ||
GoalsGetter Salt Capital Growth Fundas at 31 August 2025, returns before tax / after fees | Details | 7.17% |
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 | 1 year | 3 years | 5 years | |
---|---|---|---|---|
GoalsGetter Generate Balanced Fundas at 31 August 2025, returns before tax / after fees | Details | 8.90% | ||
GoalsGetter Harbour Sustainable Impact Fundas at 31 August 2025, returns before tax / after fees | Details | 2.92% | ||
GoalsGetter Milford Balanced Fundas at 31 August 2025, returns before tax / after fees | Details | 9.73% | ||
GoalsGetter Amova Balanced Fundas at 31 August 2025, returns before tax / after fees | Details | 9.72% | 8.03% | 4.52% |
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.
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 | 1 year | 3 years | 5 years | |
---|---|---|---|---|
GoalsGetter Generate Thematic Fundas at 31 August 2025, returns before tax / after fees | Details | 21.17% | ||
GoalsGetter Amova ARK Disruptive Innovation Fundas at 31 August 2025, returns before tax / after fees | Details | 74.63% | 24.68% | |
GoalsGetter Amova Global Shares Fundas at 31 August 2025, returns before tax / after fees | Details | 24.41% | 17.73% | 13.75% |
GoalsGetter Amova SRI Equity Fundas at 31 August 2025, returns before tax / after fees | Details | 4.28% | 4.72% | 2.69% |
GoalsGetter Amova NZ Cash Fundas at 31 August 2025, returns before tax / after fees | Details | 4.50% | 5.15% | 3.41% |
GoalsGetter Amova NZ Corporate Bond Fundas at 31 August 2025, returns before tax / after fees | Details | 5.89% | 5.84% | 1.64% |
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 31 August 2025 | Details | 5 years |
1
2
3
4
5
6
7
|
||
GoalsGetter Milford Active Growth Fundas at 31 August 2025 | Details | 7 years |
1
2
3
4
5
6
7
|
||
GoalsGetter Amova Growth Fundas at 31 August 2025 | Details | 7 years |
1
2
3
4
5
6
7
|
||
GoalsGetter Pathfinder Ethical Growth Fundas at 31 August 2025 | Details | 8 years |
1
2
3
4
5
6
7
|
||
GoalsGetter Salt Capital Growth Fundas at 31 August 2025 | Details | 5 years |
1
2
3
4
5
6
7
|
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 31 August 2025 | Details | 5 years |
1
2
3
4
5
6
7
|
||
GoalsGetter Harbour Sustainable Impact Fundas at 31 August 2025 | Details | 5 years |
1
2
3
4
5
6
7
|
||
GoalsGetter Milford Balanced Fundas at 31 August 2025 | Details | 5 years |
1
2
3
4
5
6
7
|
||
GoalsGetter Amova Balanced Fundas at 31 August 2025 | Details | 5 years |
1
2
3
4
5
6
7
|
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 31 August 2025 | Details | 3 years |
1
2
3
4
5
6
7
|
||
GoalsGetter Amova Conservative Fundas at 31 August 2025 | Details | 3 years |
1
2
3
4
5
6
7
|
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 | |
---|---|---|---|---|---|---|
Amova Core Equity Fundas at 31 August 2025 | Details | Shares | 9 years |
1
2
3
4
5
6
7
|
||
Amova Concentrated Equity Fundas at 31 August 2025 | Details | Shares | 9 years |
1
2
3
4
5
6
7
|
||
Amova SRI Equity Fundas at 31 August 2025 | Details | Shares | 9 years |
1
2
3
4
5
6
7
|
||
Amova ARK Disruptive Innovation Fundas at 31 August 2025 | Details | Shares | 10 years |
1
2
3
4
5
6
7
|
||
Amova Global Shares Hedged Fundas at 31 August 2025 | Details | Shares | 9 years |
1
2
3
4
5
6
7
|
||
Amova Global Shares Fundas at 31 August 2025 | Details | Shares | 9 years |
1
2
3
4
5
6
7
|
||
Amova Global Equity Multi-Manager Unhedged Fundas at 31 August 2025 | Details | Shares | 9 years |
1
2
3
4
5
6
7
|
||
Amova Global Equity Multi-Manager Hedged Fundas at 31 August 2025 | Details | Shares | 9 years |
1
2
3
4
5
6
7
|
||
Amova NZ Bond Fundas at 31 August 2025 | Details | Bonds | 3 years |
1
2
3
4
5
6
7
|
||
Amova NZ Corporate Bond Fundas at 31 August 2025 | Details | Bonds | 3 years |
1
2
3
4
5
6
7
|
||
Amova Global Bond Fundas at 31 August 2025 | Details | Bonds | 3 years |
1
2
3
4
5
6
7
|
||
Amova NZ Cash Fundas at 31 August 2025 | Details | Bonds | 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 now Please select funds to compareLorem 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 | 1 year | 3 years | 5 years | |
---|---|---|---|---|
GoalsGetter Harbour Active Growth Fundas at 31 August 2025, returns before tax / after fees | Details | |||
GoalsGetter Milford Active Growth Fundas at 31 August 2025, returns before tax / after fees | Details | |||
GoalsGetter Amova Growth Fundas at 31 August 2025, returns before tax / after fees | Details | |||
GoalsGetter Pathfinder Ethical Growth Fundas at 31 August 2025, returns before tax / after fees | Details | |||
GoalsGetter Salt Capital Growth Fundas at 31 August 2025, returns before tax / after fees | Details |
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 | 1 year | 3 years | 5 years | |
---|---|---|---|---|
GoalsGetter Generate Balanced Fundas at 31 August 2025, returns before tax / after fees | Details | |||
GoalsGetter Harbour Sustainable Impact Fundas at 31 August 2025, returns before tax / after fees | Details | |||
GoalsGetter Milford Balanced Fundas at 31 August 2025, returns before tax / after fees | Details | |||
GoalsGetter Amova Balanced Fundas at 31 August 2025, returns before tax / after fees | Details |
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.
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 | 1 year | 3 years | 5 years | |
---|---|---|---|---|
Amova Core Equity Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova Concentrated Equity Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova SRI Equity Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova ARK Disruptive Innovation Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova Global Shares Hedged Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova Global Shares Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova Global Equity Multi-Manager Unhedged Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova Global Equity Multi-Manager Hedged Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova NZ Bond Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova NZ Corporate Bond Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova Global Bond Fundas at 31 August 2025, returns before tax / after fees | Details | |||
Amova NZ Cash Fundas at 31 August 2025, returns before tax / after fees | Details |
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.
Security Name | Percentage |
---|
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Eget tempus, scelerisque ut sem sit eget penatibus turpis turpis. Facilisis venenatis feugiat morbi consequat pretium, tellus massa justo enim. Et lorem neque, ultricies mi elit neque, elementum nec sed.
Risk Indicator (volatility)
Target Asset Allocation
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. Eget tempus, scelerisque ut sem sit eget penatibus turpis turpis. Facilisis venenatis feugiat morbi consequat pretium, tellus massa justo enim. Et lorem neque, ultricies mi elit neque, elementum nec sed.
Risk Indicator (volatility)
Target Asset Allocation
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.
Nullam nunc, donec tellus tempor sapien, et sapien. Ac arcu aliquet justo scelerisque turpis volutpat. A habitasse cursus condimentum tellus. In nunc, massa in nulla mollis sit. Massa lectus odio quis vel quis convallis eu lobortis in. Dolor ac leo, sit et lorem quis euismod. Aenean massa, morbi lorem eu placerat. Tristique a quam a, egestas mattis tempus. Sit laoreet leo suscipit.
Find out about all the Amova NZ Investment Scheme funds you can invest in using GoalsGetter.
Learn about our GoalsGetter KiwiSaver Scheme and choose funds from some of New Zealand's leading fund managers.
Get our free guide to help you understand the basics of investing in Managed Funds.
DownloadView the Product Disclosure Statements for all our Nikko AM retail and Nikko AM KiwiSaver Scheme funds here.
View other information related to our Nikko AM retail and KiwiSaver funds here.
View the Product Disclosure Statements for all our Amova NZ Investment Scheme funds (Managed Funds) and GoalsGetter KiwiSaver Scheme funds here.
GoalsGetter KiwiSaver Scheme Product Disclosure Statement | Amova Other Funds
This Product Disclosure Statement covers the following funds:
Download
GoalsGetter KiwiSaver Scheme Product Disclosure Statement | Amova Diversified Funds
This Product Disclosure Statement covers the following funds:
Download
GoalsGetter KiwiSaver Scheme Product Disclosure Statement | Generate Funds
This Product Disclosure Statement covers the following funds:
Download
GoalsGetter KiwiSaver Scheme Product Disclosure Statement | Harbour, Salt and Pathfinder Funds
This Product Disclosure Statement covers the following funds:
Download
GoalsGetter KiwiSaver Scheme Product Disclosure Statement | Milford Funds
This Product Disclosure Statement covers the following funds:
Download
Amova Diversified Funds Product Disclosure Statement
This Product Disclosure Statement covers the following funds:
Download
Amova Cash and Fixed Interest Funds Product Disclosure Statement
This Product Disclosure Statement covers the following funds:
Download
Amova Domestic Equity Funds Product Disclosure Statement
This Product Disclosure Statement covers the following funds:
Download
Amova Global Equity Funds Product Disclosure Statement
This Product Disclosure Statement covers the following funds:
Download
Amova ARK Disruptive Innovation Fund Product Disclosure Statement
This Product Disclosure Statement covers the following funds:
Download
Amova Freedom Fund Product Disclosure Statement
This Product Disclosure Statement covers the following funds:
Download
Amova Investment Scheme Other Material Information
Download
Amova Investment Scheme Statement of Investment Policy and Objectives
Download
GoalsGetter KiwiSaver Scheme Statement of Investment Policy and Objectives
Download
GoalsGetter KiwiSaver Scheme Other Material Information
Download
GoalsGetter KiwiSaver Scheme Other Material Information | ESG and Specific Restrictions
Download
Nikko AM NZ Investment Scheme Annual Report
Download
GoalsGetter KiwiSaver Scheme Annual Report
Download