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.
Compare funds now
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.
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 31 March 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 |
1
2
3
4
5
6
7
|
|
| Nikko AM Balanced Fund | Details | Growth 59.0% / Income 36.0% / Other 5.0% | 3 years |
1
2
3
4
5
6
7
|
|
| Nikko AM Conservative Fund | Details | Growth 23.0% / Income 77.0% | 2 years |
1
2
3
4
5
6
7
|
|
| Nikko AM Income Fund | Details | Growth 35.0% / Income 65.0% | 3 years |
1
2
3
4
5
6
7
|
|
| Nikko AM Freedom Fund | Details | Income 100% | 1 year |
1
2
3
4
5
6
7
|
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 31 March 2024 |
Asset Type | Asset mix | Suggested minimum timeframe | Risk Indicator | Compare | |
|---|---|---|---|---|---|---|
| Nikko AM Core Equity Fund | Details | Shares | Growth 100% | 5 years |
1
2
3
4
5
6
7
|
|
| Nikko AM Concentrated Equity Fund | Details | Shares | Growth 100% | 5 years |
1
2
3
4
5
6
7
|
|
| Nikko AM SRI Equity Fund | Details | Shares | Growth 100% | 5 years |
1
2
3
4
5
6
7
|
|
| Nikko AM ARK Disruptive Innovation Fund | Details | Shares | Growth 100% | 7 years |
1
2
3
4
5
6
7
|
|
| Nikko AM Global Shares Hedged Fund | Details | Shares | Growth 100% | 5 years |
1
2
3
4
5
6
7
|
|
| Nikko AM Global Shares Fund | Details | Shares | Growth 100% | 5 years |
1
2
3
4
5
6
7
|
|
| Nikko AM NZ Bond Fund | Details | Bonds | Income 100% | 2 years |
1
2
3
4
5
6
7
|
|
| Nikko AM NZ Corporate Bond Fund | Details | Bonds | Income 100% | 2 years |
1
2
3
4
5
6
7
|
|
| Nikko AM Global Bond Fund | Details | Bonds | Income 100% | 3 years |
1
2
3
4
5
6
7
|
|
| Nikko AM NZ Cash Fund | Details | Bonds | Income 100% | 3 months |
1
2
3
4
5
6
7
|
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.
Get our free guide to help you understand the basics of investing in Managed Funds.
Get beyond the hype and learn the facts. Find out about the merits of DIY investing in shares compared to managed funds.
Explore how your investment strategy should change after 65 to keep you in the lifestyle you're accustomed to!
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.
