GoalsGetter Amova NZ Cash Fund
Goalsgetter Amova NZ Cash Fund is a defensive KiwiSaver fund managed by GoalsGetter. It has 78 members and holds $4 million. It opened in 2018.
Fees and returns
- Annual fee
- 0.40% of your balance each year
- Return over 1 year
- +2.3% a year
- Return over 3 years
- +3.5% a year
- Return over 5 years
- +2.6% 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 +2.6% a year. The median for mainstream defensive funds over the same period was +0.9% a year, across 6 funds. This fund is ahead of that median, by 1.7 percentage points.
What it invests in
Cash and cash equivalents 75%, new zealand fixed interest 25%.
Largest holdings
- Rabobank Nederlandnz 190628 Frn 5.41%
- Outstanding Settlement Receipts - NZD 4.56%
- Kiwibank Ltd 130628 Frn 4.32%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.3% |
| 2024/25 | +4.0% |
| 2023/24 | +4.3% |
| 2022/23 | +2.3% |
| 2021/22 | +0.4% |
| 2020/21 | +1.0% |
| 2019/20 | +1.3% |
| 2018/19 | +1.9% |
About this fund
The GoalsGetter Amova NZ Cash Fund is a defensive fund managed by Amova (formerly Nikko AM), invested in New Zealand-dollar cash investments and short-term bonds. It aims to protect value while targeting a return above bank deposits, with no growth-asset exposure. It has an annual fund charge of 0.40%.