GoalsGetter Amova Sri Equity Fund
Goalsgetter Amova Sri Equity Fund is an aggressive KiwiSaver fund managed by GoalsGetter. It has 67 members and holds $2 million. It opened in 2018.
Fees and returns
- Annual fee
- 1.15% of your balance each year
- Return over 1 year
- +2.9% a year
- Return over 3 years
- +2.0% a year
- Return over 5 years
- +0.8% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
Australasian equities 88%, listed property 8%.
Largest holdings
- Fisher & Paykel Healthcare 15.98%
- Infratil Limited 10.93%
- Auckland International Airport Ltd 9.14%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.9% |
| 2024/25 | +0.1% |
| 2023/24 | +3.0% |
| 2022/23 | −1.6% |
| 2021/22 | −0.2% |
| 2020/21 | +25.6% |
| 2019/20 | −2.4% |
| 2018/19 | +9.3% |
About this fund
The GoalsGetter Amova SRI Equity Fund is an actively managed fund run by Amova (formerly Nikko AM), invested mainly in New Zealand shares with some Australian shares, applying a socially responsible investment approach. It is a concentrated regional equities fund. It has an annual fund charge of 1.15%.