GoalsGetter Amova Balanced Fund
Goalsgetter Amova Balanced Fund is a balanced KiwiSaver fund managed by GoalsGetter. It has 147 members and holds $7 million. It opened in 2018.
Fees and returns
- Annual fee
- 1.14% of your balance each year
- Return over 1 year
- +3.2% a year
- Return over 3 years
- +6.2% a year
- Return over 5 years
- +2.1% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned +2.1% a year. The median for mainstream balanced funds over the same period was +3.8% a year, across 40 funds. This fund is behind that median, by 1.7 percentage points.
What it invests in
International equities 38%, new zealand fixed interest 17%, international fixed interest 17%, australasian equities 16%.
Largest holdings
- Buy Nzd:Sell Usd 14/04/2026 17.79%
- Buy Nzd:Sell Usd 08/04/2026 15.03%
- Life Cycle Concentrated Global Share Fund Class Z 11.72%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +3.2% |
| 2024/25 | +3.5% |
| 2023/24 | +12.0% |
| 2022/23 | −6.2% |
| 2021/22 | −1.3% |
| 2020/21 | +23.1% |
| 2019/20 | −3.4% |
| 2018/19 | +4.9% |
About this fund
The GoalsGetter Amova Balanced Fund is a balanced fund managed by Amova (formerly Nikko AM), built as a fund-of-funds across a range of asset classes — shares for growth, with bonds and alternatives to reduce volatility. It has an annual fund charge of 1.14%.