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Select up to three funds to compare across both the Summary and Performance tabs below, to discover the best fund for you.
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Regardless of whether you’re saving for your first home or retirement, it’s important to check you're invested in the right funds. You can access the Nikko AM KiwiSaver Scheme through GoalsGetter. Learn about the types of funds you can access through GoalsGetter and the Nikko AM KiwiSaver Scheme.
Select up to three funds to compare across both the Summary and Performance tabs below, to discover the best fund for you.
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 29 February 2024 |
Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
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| Growth Fund | Details | Growth 78.0% / Income 17.0% / Other 5.0% | 5 Years |
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| Balanced Fund | Details | Growth 59.0% / Income 36.0% / Other 5.0% | 3 Years |
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| Conservative Fund | Details | Growth 23.0% / Income 77.0% | 2 Years |
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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 as at 29 February 2024 |
Asset Type | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
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| SRI Equity Fund | Details | Shares | Growth 100% | 5 Years |
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| ARK Disruptive Innovation Fund | Details | Shares | Growth 100% | 7 Years |
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| Global Shares Fund | Details | Shares | Growth 100% | 5 Years |
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| NZ Corporate Bond Fund | Details | Bonds | Income 100% | 2 Years |
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| NZ Cash Fund | Details | Bonds | Income 100% | 3 Months |
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Select up to three funds to compare across both the Summary and Performance tabs below, to discover the best fund for you.
Compare funds nowThis 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.
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.
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.
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.
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.
