GoalsGetter | About Amova NZ

About Amova Asset Management New Zealand Limited

Amova Asset Management New Zealand Limited (Amova NZ) was established in 1994 and manages funds for a diverse client base including charitable trusts, foundations, corporations, local governments, financial planners, investment product distributors and individual investors. Amova NZ is a dedicated New Zealand investment manager whose parent company, Amova Asset Management, is one of Asia’s largest asset managers headquartered in Japan.

The NZ office is led by Stuart Williams who joined in 2014 and become Managing Director in 2023. Amova NZ actively manages New Zealand equity, fixed income and cash assets with its local investment team based in Auckland. For their global assets, Amova NZ has partnered with Goldman Sachs for global bonds, NAM Europe and Yarra Capital Management for global equities and ARK Invest for disruptive innovation. Amova NZ believes that markets are not always efficient and indices are constrained, therefore active investment management can discover and benefit from identified opportunities.

Summary of the Amova funds available in the GoalsGetter KiwiSaver Scheme

GoalsGetter Amova High Growth Fund

A diversified fund that primarily invests in international equities, with an allocation to Australasian equities and property. Aims to deliver higher real growth in capital value, alongside a higher volatility profile.

GoalsGetter Amova Growth Fund
This is a core diversified growth fund and will suit investors with a longer investment time horizon and higher tolerance for risk. The fund is well diversified across asset classes although will allocate to some differentiated sectors such as liquid alternatives. It is also well diversified in terms of active
management with each asset class managed by sector specialists. It is an active strategy and so there will be periods where the performance will differ from their peers, we suggest taking a long-term view and holding during periods of volatility.

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GoalsGetter Amova Balanced Fund
This is a core diversified balanced fund and will suit investors with a medium investment time horizon and moderate tolerance for risk. The fund is well diversified across asset classes although will allocate to some differentiated sectors such as liquid alternatives. It is also well diversified in terms of active management with each asset class managed by sector specialists. It is an active strategy and so there will be periods where the performance will differ from their peers, so we suggest taking a long-term view and holding during periods of volatility.

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GoalsGetter Amova Conservative Fund
This is a core conservative balanced fund and will suit investors with a short to medium investment time horizon and low tolerance for risk. The fund is well diversified across asset classes and is also well diversified in terms of active management, with each asset class managed by sector specialists. It is an active strategy and so there will be periods where the performance will differ from their peers, so we suggest taking a long-term view and holding during periods of volatility.

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GoalsGetter Amova NZ Cash Fund
This is a low risk, low volatility domestic fixed income fund that aims to provide investors with regular income by constructing an actively managed investment portfolio of short-term deposits and bonds whilst preserving capital value.

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GoalsGetter Amova NZ Corporate Bond Fund
This is a domestic fixed income fund which looks to provide investors with regular income by constructing an actively managed investment portfolio of New Zealand bonds, deposits and cash with the potential for capital gain from New Zealand dollar fixed interest markets whilst preserving the capital value. The fund may experience modest ups and downs in value.

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GoalsGetter Amova SRI Equity Fund
This is a domestic equity fund that aims to provide investors with an exposure to New Zealand and Australian equity markets from an actively managed investment portfolio with potential for growth of income and capital. The Fund will exclude certain securities under a socially responsible investment framework.

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GoalsGetter Amova Global Shares Fund
This is a pure global equities strategy that seeks to provide investors with a relatively concentrated actively managed investment portfolio to achieve long term capital growth.

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GoalsGetter Amova ARK Disruptive Innovation Fund
This global thematic equity fund is high risk with high volatility and should be used accordingly. Provides access to a global shares portfolio that offers thematic exposure to disruptive innovation across a number of sectors, economies, geographies and companies. The strategy does not attempt to follow a benchmark and as a result it will have a higher tracking error to Global Shares, so is best used in a satellite capacity alongside a core holding.

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Why invest with Amova NZ?

Amova NZ believe the following factors set them apart from their competitors:

Institutional Caliber – Investment teams deliver best of breed, institutional-caliber investment management.
Experience Counts - Amova NZ has been able to attract and retain some of the best talent in the industry and today enjoys the benefit of a dedicated New Zealand investment management team with experts that have been together on average for over a decade.
Strong Risk Culture - A rigorous risk management framework.
Global Connectivity - Being a part of a specialist global investment manager provides Amova NZ with the advantage of partnering local knowledge and experience with significant global resources.
ESG - Environmental, social, and governance (“ESG”) factors are inherent to long-term value creation and are incorporated into Amova’s investment processes.
Highly Engaged Client Servicing - Auckland-based Investment and Relationship Management teams.

Amova's investment philosophy

At Amova, we believe we can deliver strong and consistent risk-adjusted returns for our investors. This belief stems from a philosophy based on:

Active investment management

Markets are not always efficient and indices are constrained, therefore, active investment management can discover and benefit from identified opportunities.

Sector specialists

Investments are best managed by sector specialists within a comprehensive risk management framework. Where appropriate this may involve selecting and overseeing global investment specialists.

Diversification

Asset allocation is a key driver of overall portfolio return. Diversification both within and across investment sectors helps to reduce risk and grow wealth over the long term.

Quality, patience, time

Combining quality investment decision-making with patience and time will increase the probability of improving investor returns.

This summary is provided for general information purposes only. The information provided is not intended to be financial advice. The information provided is given in good faith and has been prepared from sources believed to be accurate and complete as at the date of issue, but such information may be subject to change. Amova Asset Management New Zealand Limited is the manager of the GoalsGetter KiwiSaver Scheme. A copy of the Product Disclosure Statements for the GoalsGetter KiwiSaver Scheme are available here.

*Information above is as at 1 September 2025

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