GoalsGetter Amova Conservative Fund
Goalsgetter Amova Conservative Fund is a conservative KiwiSaver fund managed by GoalsGetter. It has 63 members and holds $3 million. It opened in 2018.
Fees and returns
- Annual fee
- 0.90% of your balance each year
- Return over 1 year
- +2.5% a year
- Return over 3 years
- +4.2% a year
- Return over 5 years
- +1.6% 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 +1.6% a year. The median for mainstream conservative funds over the same period was +2.3% a year, across 29 funds. This fund is behind that median, by 0.7 percentage points.
What it invests in
New zealand fixed interest 31%, international fixed interest 31%, cash and cash equivalents 17%, international equities 13%.
Largest holdings
- Buy Nzd:Sell Usd 14/04/2026 32.18%
- Buy Usd:Sell Eur 22/05/2026 8.38%
- Buy Nzd:Sell Usd 08/04/2026 5.14%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.5% |
| 2024/25 | +3.8% |
| 2023/24 | +6.3% |
| 2022/23 | −2.9% |
| 2021/22 | −1.5% |
| 2020/21 | +11.5% |
| 2019/20 | −0.3% |
| 2018/19 | +5.4% |
About this fund
The GoalsGetter Amova Conservative Fund is a conservative fund managed by Amova (formerly Nikko AM), invested mostly in bonds and cash with a moderate allocation to shares, aiming for steady, modest returns. It has an annual fund charge of 0.90%.