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The GoalsGetter KiwiSaver scheme offers a selection of high quality, hand-picked funds from New Zealand’s leading fund managers. 

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Unlock your KiwiSaver potential

We’ve undertaken a diligent selection process to provide you with confidence in the quality of all managers and funds available. 

Regardless of whether you’re saving for your first home or retirement, it’s important to check you're invested in the right funds.

To learn more about the types of funds you can access through the GoalsGetter KiwiSaver Scheme, click on the Summary and Performance tabs below. 

You can compare funds different at the same time to discover which may be the best funds for you.

If you are a Financial Adviser click here

Select up to two funds to compare across both the Summary and Performance tabs below, to discover the best fund for you.

If you are a Financial Adviser click here

GoalsGetter Growth Funds

Growth funds aim for strong investment growth over the long term, with a greater likelihood of ups and downs along the way. These types of funds do this by investing mostly in shares, with a  moderate exposure to other assets such as bonds and alternatives.

Select funds to compare side by side

Fund name Asset mix Suggested minimum timeframe Risk Indicator Compare
Generate Focused Growth Fundas at 31 May 2024 Details Growth 95.0% / Income 5.0% 8 Years
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Harbour Active Growth Fundas at 31 May 2024 Details Growth 65.0% / Income 30.0% / Other 5.0% 5 Years
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Milford Active Growth Fundas at 31 May 2024 Details Growth 78.0% / Income 22.0% 7 Years
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Nikko AM Growth Fundas at 31 May 2024 Details Growth 78.0% / Income 17.0% / Other 5.0% 5 Years
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Pathfinder Ethical Growth Fundas at 31 May 2024 Details Growth 66.8% / Income 28.2% / Other 5.0% 8 - 10 Years
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Salt Sustainable Growthas at 31 May 2024 Details Growth 80.0% / Income 20.0% 5 Years
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Fund name
Generate Focused Growth Fundas at 31 May 2024
Asset mix
Growth 95.0% / Income 5.0%
Suggested minimum timeframe
8 Years
Risk Indicator
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Harbour Active Growth Fundas at 31 May 2024
Asset mix
Growth 65.0% / Income 30.0% / Other 5.0%
Suggested minimum timeframe
5 Years
Risk Indicator
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Milford Active Growth Fundas at 31 May 2024
Asset mix
Growth 78.0% / Income 22.0%
Suggested minimum timeframe
7 Years
Risk Indicator
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Nikko AM Growth Fundas at 31 May 2024
Asset mix
Growth 78.0% / Income 17.0% / Other 5.0%
Suggested minimum timeframe
5 Years
Risk Indicator
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Pathfinder Ethical Growth Fundas at 31 May 2024
Asset mix
Growth 66.8% / Income 28.2% / Other 5.0%
Suggested minimum timeframe
8 - 10 Years
Risk Indicator
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Salt Sustainable Growthas at 31 May 2024
Asset mix
Growth 80.0% / Income 20.0%
Suggested minimum timeframe
5 Years
Risk Indicator
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Compare funds now Please select funds to compare

GoalsGetter Balanced Funds

Balanced funds aim for a steady investment return over the medium to longer term without too many ups and downs. These types of funds do this by investing across a range asset classes with exposure to shares for growth complemented by exposure to bonds and alternatives to reduce volatility.

Select funds to compare side by side

Fund name Asset mix Suggested minimum timeframe Risk Indicator Compare
Generate Balanced Fundas at 31 May 2024 Details Growth 60.0% / Income 40.0% 5 Years
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Harbour Sustainable Impact Fundas at 31 May 2024 Details Growth 55.0% / Income 27.5% / Other 17.5% 5 Years
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Milford Balanced Fundas at 31 May 2024 Details Growth 60.0% / Income 40.0% 5 Years
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Nikko AM Balanced Fundas at 31 May 2024 Details Growth 59.0% / Income 36.0% / Other 5.0% 3 Years
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Fund name
Generate Balanced Fundas at 31 May 2024
Asset mix
Growth 60.0% / Income 40.0%
Suggested minimum timeframe
5 Years
Risk Indicator
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Harbour Sustainable Impact Fundas at 31 May 2024
Asset mix
Growth 55.0% / Income 27.5% / Other 17.5%
Suggested minimum timeframe
5 Years
Risk Indicator
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Milford Balanced Fundas at 31 May 2024
Asset mix
Growth 60.0% / Income 40.0%
Suggested minimum timeframe
5 Years
Risk Indicator
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Nikko AM Balanced Fundas at 31 May 2024
Asset mix
Growth 59.0% / Income 36.0% / Other 5.0%
Suggested minimum timeframe
3 Years
Risk Indicator
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Compare funds now Please select funds to compare

GoalsGetter Conservative Funds

Conservative funds aim for more modest investment returns which grow steadily over time, with less likelihood of  ups and downs. These types of funds do this this by investing mostly in bonds and cash, but also complemented by some exposure to shares.

Select funds to compare side by side

Fund name Asset mix Suggested minimum timeframe Risk Indicator Compare
Milford Conservative Fundas at 31 May 2024 Details Growth 18.0% / Income 82.0% 3 Years
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Nikko AM Conservative Fundas at 31 May 2024 Details Growth 23.0% / Income 77.0% 2 Years
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Fund name
Milford Conservative Fundas at 31 May 2024
Asset mix
Growth 18.0% / Income 82.0%
Suggested minimum timeframe
3 Years
Risk Indicator
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Nikko AM Conservative Fundas at 31 May 2024
Asset mix
Growth 23.0% / Income 77.0%
Suggested minimum timeframe
2 Years
Risk Indicator
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Compare funds now Please select funds to compare

GoalsGetter Other Funds

Our other funds are invested in a specific asset class, such as NZ Shares or a specific sector within that class such as property. With GoalsGetter you can hand-pick a specific fund you want to invest in, or you can choose a variety of single sector funds to diversify your portfolio.

Learn about the Nikko AM single sector funds available with GoalsGetter here.

Select funds to compare side by side

Fund name Asset Type Asset mix Suggested minimum timeframe Risk Indicator Compare
Generate Thematic Fundas at 31 May 2024 Details Shares Growth 98.0% / Income 2.0% 10 Years
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Nikko AM ARK Disruptive Innovation Fundas at 31 May 2024 Details Shares Growth 100% 7+ Years
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Nikko AM Global Shares Fundas at 31 May 2024 Details Shares Growth 100% 5 Years
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Nikko AM SRI Equity Fundas at 31 May 2024 Details Shares Growth 100% 5 Years
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Nikko AM NZ Cash Fundas at 31 May 2024 Details Bonds Income 100% 3 Months
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Nikko AM NZ Corporate Bond Fundas at 31 May 2024 Details Bonds Income 100% 2 Years
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Fund name
Generate Thematic Fundas at 31 May 2024
Asset mix
Growth 98.0% / Income 2.0%
Suggested minimum timeframe
10 Years
Risk Indicator
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Nikko AM ARK Disruptive Innovation Fundas at 31 May 2024
Asset mix
Growth 100%
Suggested minimum timeframe
7+ Years
Risk Indicator
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Nikko AM Global Shares Fundas at 31 May 2024
Asset mix
Growth 100%
Suggested minimum timeframe
5 Years
Risk Indicator
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Nikko AM SRI Equity Fundas at 31 May 2024
Asset mix
Growth 100%
Suggested minimum timeframe
5 Years
Risk Indicator
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Nikko AM NZ Cash Fundas at 31 May 2024
Asset mix
Income 100%
Suggested minimum timeframe
3 Months
Risk Indicator
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Nikko AM NZ Corporate Bond Fundas at 31 May 2024
Asset mix
Income 100%
Suggested minimum timeframe
2 Years
Risk Indicator
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Compare funds now Please select funds to compare

Want to know more about KiwiSaver?

KiwiSaver as part of your overall investment strategy

Learn about the role KiwiSaver plays in an overall investment strategy and how to optimise your KiwiSaver savings now, so you can retire with more. 

Learn more

Making a withdrawal

Thinking about drawing down on KiwiSaver early for your first home? Wondering what other situations apply for early withdrawal? Find out when and how much you can withdraw here.

Learn more

If your circumstances change

Sometimes life throws you curve balls. Learn about the special situations when you can apply to withdraw some or all of your KiwiSaver investment early.

Learn more

Our Fees

GoalsGetter is free to use, but when you invest, standard fees to manage your investment apply. Find out about the types of fees that apply for our Nikko AM retail and KiwiSaver funds.

Learn more