GoalsGetter Amova NZ Corporate Bond Fund
Goalsgetter Amova NZ Corporate Bond Fund is a defensive KiwiSaver fund managed by GoalsGetter. It has 29 members and holds $970,681. It opened in 2018.
Fees and returns
- Annual fee
- 0.70% of your balance each year
- Return over 1 year
- +2.5% a year
- Return over 3 years
- +3.9% 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.
What it invests in
New zealand fixed interest 93%, cash and cash equivalents 7%.
Largest holdings
- Buy Nzd:Sell Aud 20/05/2026 5.68%
- NZD BNP Paribas A/C 3.27%
- Housing NZ 1.534% 10/09/2035 3.02%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.5% |
| 2024/25 | +5.1% |
| 2023/24 | +4.2% |
| 2022/23 | +0.2% |
| 2021/22 | −3.8% |
| 2020/21 | +2.9% |
| 2019/20 | +2.6% |
| 2018/19 | +5.2% |
About this fund
The GoalsGetter Amova NZ Corporate Bond Fund is a defensive fund managed by Amova (formerly Nikko AM), invested mainly in New Zealand-dollar bonds issued by banks and companies, aiming to provide regular income. Its value can have modest ups and downs. It has an annual fund charge of 0.70%.