Aggressive Funds

GoalsGetter Nikko AM High Growth Fund 

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About the fund

A diversified fund that primarily invests in international equities, with an allocation to Australasian equities and property.

 

Note: As the GoalsGetter Nikko AM High Growth Fund is a new fund, performance and holdings data will be available after it has existed for longer than 1 month. Please revisit this page again for updated data as it becomes available.

 

Risk Indicator (volatility)

1
2
3
4
5 High
6
7

Target Asset Allocation

Growth 98.00%
Income 2.00%
Nikko Logo  - Blue and Yellow - Medium

Summary of Nikko AM

Nikko AM, 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, Nikko Asset Management, one of Asia’s largest asset managers. Led by Stuart Williams since 2023, Nikko AM 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.

 

 

Performance

GoalsGetter KiwiSaver Scheme
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Performance

at 31 May 2025
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1
Appropriate Market Index (AMI)2
  1. Returns are before tax and after the deduction of fees and expenses and including tax credits (if any).
  2. AMI: Composite - refer to the GoalsGetter KiwiSaver Scheme SIPO

Cumulative Returns Since Inception, $10,000 invested

Fund documents for download