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 retail funds. We have two kinds of actively managed investment funds designed to suit different risk and return profiles. We offer a diversified fund range and a single sector fund range, all managed by professional investment teams. You can choose multiple funds or invest in a single fund. The minimum investment amount is $250 per fund.

Single Sector Funds

A single sector fund is an investment 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.

Nikko AM Core Equity Fund
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Nikko AM Concentrated Equity Fund
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Nikko AM SRI Equity Fund
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Nikko AM ARK Disruptive Innovation Fund
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Nikko AM Global Shares Hedged Fund
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Nikko AM Global Shares Fund
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Nikko AM NZ Bond Fund
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Nikko AM NZ Corporate Bond Fund
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Nikko AM Global Bond Fund
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Nikko AM NZ Cash Fund
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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. There are four diversified funds available on GoalsGetter.

Nikko AM Growth Fund
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Nikko AM Balanced Fund
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Nikko AM Conservative Fund
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Nikko AM Income Fund
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Nikko AM Freedom Fund
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Want to know more about Managed Funds?

Investing in Managed Funds

Get our free guide to help you understand the basics of investing in Managed Funds.

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DIY investing: Shares vs Managed Funds

Get beyond the hype and learn the facts. Find out about the merits of DIY investing in shares compared to managed funds.

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How to manage your retirement investments after 65

Explore how your investment strategy should change after 65 to keep you in the lifestyle you're accustomed to!

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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.

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Responsible Investing

ESG and Investment Restrictions

Environment, social and governance (ESG) considerations are embedded into all our decision making. In addition, we have defined specific restrictions, which limit investments based on certain criteria or activities.

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Responsible investing

At Nikko AM we believe environmental, social and governance considerations (ESG) are key to creating future value for our clients. Learn more below on responsible investing.

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