On 1 September 2025, as we update our documentation to reflect the brand change from Nikko AM to Amova, we’ll be publishing replacement Product Disclosure Statements (PDS) for all our funds. For many of these, we’ll be revising the minimum suggested investment timeframes so that these align better with the PDS timeframes of other fund managers.
For example, minimum timeframes for domestic and global fixed interest funds will all move to 3 years and domestic and global equity funds will shift from 5 to 9 years. While this may seem like a significant change, in effect it simply reinforces our consistent message – and one shared by other fund providers – that growth assets typically need longer timeframes to deliver expected returns.
Minimum timeframes are intended to help investors understand the period over which they might reasonably expect to achieve long-term returns. For example, while markets can recover quickly from downturns, it may take several years for average annual returns to stabilise within expected ranges.
These updates will not affect how the funds are managed, what they invest in or their underlying strategy. Your investments remain in the same hands, guided by the same principles.
To help you choose the right fund for your investment horizon, we recommend reading this GoalsGetter article, which outlines how different fund types align with various timeframes and risk profiles.
If you have any questions or would like help reviewing your current investment settings, please contact your adviser or our support team.
