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GoalsGetter Amova NZ Cash Fund



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About the fund

This fund invests in a  selection of NZ dollar denominated cash investments and short-term  bonds that aim to protect value while at the same time providing a higher return than bank deposits.

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Target Asset Allocation

Income 100.00%

Summary of Amova

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Amova Asset Management New Zealand Limited, established in 1994, manages funds for a wide range of clients including charities, corporations, local governments, and individual investors.

As a New Zealand-based investment manager, it benefits from the global expertise of its parent company, Amova Asset Management, one of Asia’s largest asset managers. Led by Stuart Williams since 2023, Amova NZ actively manages New Zealand equity and fixed income assets, partnering with Goldman Sachs, NAM Europe, and ARK for global investments. Believing in active management, they seek to uncover market opportunities.

Commentary

As of 20 April 2026

Market Overview

 

  • The RBNZ remains on hold despite rising inflation, as April highlighted a clear divergence between higher CPI (driven by energy shocks) and a weakening domestic economy — reinforcing that near term inflation alone is not driving policy decisions.

  • Policy is firmly focused on the medium term inflation outlook, with the RBNZ watching core inflation, wage growth, and inflation expectations for signs that cost pressures are becoming embedded, while recognising that weak demand and spare capacity should limit second round effects.

  • Growth dynamics are deteriorating meaningfully, with relatively high unemployment, sharply weaker consumer confidence, and household spending increasingly concentrated on essential items such as food and fuel — reducing discretionary demand and lowering the risk of demand driven persistent inflation pressures.

Fund Highlights

 

  • The fund holds a longer than benchmark duration position reflecting our view that the RBNZ will increase rates at a slower pace than markets are pricing as energy and food prices take discretionary spending capacity out of the economy.

  • The fund has a yield advantage of 72bps over its benchmark.

  • Credit quality remains high and is expected to perform well despite impacts from the Iran conflict.

Performance

GoalsGetter Amova NZ Cash Fund
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Performance

at 20 April 2026
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 0.22 0.62 3.21 4.87 3.72
Appropriate Market Index (AMI)2 0.21 0.61 2.95 4.57 3.58
  1. Returns are before tax and after the deduction of fees and expenses and including tax credits (if any).
  2. AMI: Bloomberg NZBond Bank Bill Index.

5 year cumulative performance $10,000 invested

Top 10 Holdings

Security Name Percentage
Rabobank NederlandNZ 190628 FRN 5.46%
Kiwibank Ltd 130628 FRN 4.36%
Rabobank NederlandNZ 200229 Frn 3.74%
ASB Bank Limited 181027 FRN 3.56%
Kiwibank Ltd 150328 FRN 3.44%
MUFG Bank Ltd Auckland Branch 241126 FRN 2.84%
Toyota Finance New Zealand Ltd 110926 Frn 2.58%
KiwiBank 2.635% 05/10/2026 2.57%
BNZ 1.884% 08/06/2026 2.50%
Toyota Fin New Zealand 300927 Frn 2.31%