Our Managed Funds

Whether you have $250 or $250,000 to invest, with GoalsGetter you get access to the same funds our Nikko AM team manage for large institutional clients. 

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Investing in Managed Funds with GoalsGetter

Using GoalsGetter you can invest in Nikko AM funds. You’ll benefit from the choice of investing in specialist asset class funds as well as multi-sector diversified funds, across local and international markets. Learn more about the types of managed funds you can access using GoalsGetter below.

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

Diversified Funds

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
Nikko AM Growth Fund Details Growth 78.0% / Income 17.0% / Other 5.0% 5 years
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Nikko AM Balanced Fund Details Growth 59.0% / Income 36.0% / Other 5.0% 3 years
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Nikko AM Conservative Fund Details Growth 23.0% / Income 77.0% 2 years
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Nikko AM Income Fund Details Growth 35.0% / Income 65.0% 3 years
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Nikko AM Freedom Fund Details Income 100% 1 year
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Fund name
as at 29 February 2024
Nikko AM Growth Fund
Asset mix
Growth 78.0% / Income 17.0% / Other 5.0%
Suggested minimum timeframe
5 years
Risk Indicator
1
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Nikko AM Balanced Fund
Asset mix
Growth 59.0% / Income 36.0% / Other 5.0%
Suggested minimum timeframe
3 years
Risk Indicator
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5
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7
Nikko AM Conservative Fund
Asset mix
Growth 23.0% / Income 77.0%
Suggested minimum timeframe
2 years
Risk Indicator
1
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5
6
7
Nikko AM Income Fund
Asset mix
Growth 35.0% / Income 65.0%
Suggested minimum timeframe
3 years
Risk Indicator
1
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3
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5
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7
Nikko AM Freedom Fund
Asset mix
Income 100%
Suggested minimum timeframe
1 year
Risk Indicator
1
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7

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
as at 29 February 2024
Asset Type Asset mix Suggested minimum timeframe Risk Indicator Compare
Nikko AM Core Equity Fund Details Shares Growth 100% 5 years
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Nikko AM Concentrated Equity Fund Details Shares Growth 100% 5 years
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Nikko AM SRI Equity Fund Details Shares Growth 100% 5 years
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Nikko AM ARK Disruptive Innovation Fund Details Shares Growth 100% 7 years
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Nikko AM Global Shares Hedged Fund Details Shares Growth 100% 5 years
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Nikko AM Global Shares Fund Details Shares Growth 100% 5 years
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Nikko AM NZ Bond Fund Details Bonds Income 100% 2 years
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Nikko AM NZ Corporate Bond Fund Details Bonds Income 100% 2 years
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Nikko AM Global Bond Fund Details Bonds Income 100% 3 years
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Nikko AM NZ Cash Fund Details Bonds Income 100% 3 months
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Fund name
as at 29 February 2024
Nikko AM Core Equity Fund
Asset mix
Growth 100%
Suggested minimum timeframe
5 years
Risk Indicator
1
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7
Nikko AM Concentrated Equity Fund
Asset mix
Growth 100%
Suggested minimum timeframe
5 years
Risk Indicator
1
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3
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5
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7
Nikko AM SRI Equity Fund
Asset mix
Growth 100%
Suggested minimum timeframe
5 years
Risk Indicator
1
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3
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5
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7
Nikko AM ARK Disruptive Innovation Fund
Asset mix
Growth 100%
Suggested minimum timeframe
7 years
Risk Indicator
1
2
3
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5
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7
Nikko AM Global Shares Hedged Fund
Asset mix
Growth 100%
Suggested minimum timeframe
5 years
Risk Indicator
1
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Nikko AM Global Shares Fund
Asset mix
Growth 100%
Suggested minimum timeframe
5 years
Risk Indicator
1
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Nikko AM NZ Bond Fund
Asset mix
Income 100%
Suggested minimum timeframe
2 years
Risk Indicator
1
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Nikko AM NZ Corporate Bond Fund
Asset mix
Income 100%
Suggested minimum timeframe
2 years
Risk Indicator
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Nikko AM Global Bond Fund
Asset mix
Income 100%
Suggested minimum timeframe
3 years
Risk Indicator
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7
Nikko AM NZ Cash Fund
Asset mix
Income 100%
Suggested minimum timeframe
3 months
Risk Indicator
1
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3
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5
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7
Group 634

Ready to compare?

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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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