GoalsGetter KiwiSaver Scheme

GoalsGetter KiwiSaver Scheme is a KiwiSaver provider that runs 18 KiwiSaver funds, has 2,950 members, manages $110 million, or 0.1% of the KiwiSaver market.

About GoalsGetter KiwiSaver Scheme

GoalsGetter is a multi-manager KiwiSaver platform managed by Amova Asset Management New Zealand, formerly Nikko AM, and ultimately part of a Japanese asset-management group. The scheme launched under the Nikko AM name before rebranding to GoalsGetter in 2024. Members can split their balance across a curated range of actively managed funds run by Amova and external managers, spanning conservative through aggressive risk levels. The lineup includes diversified options, specialist active managers and an ARK Disruptive Innovation fund, with fees varying by fund and a separate annual membership fee.

Key facts

Ownership: Global
KiwiSaver scheme established: 2018
Investment approach: Multi-manager platform
KiwiSaver funds under management: $110 million (0.1% of the KiwiSaver market)
Members: 2,950
Average member balance: $38,656
KiwiSaver funds offered: 18
Annual fee range: 0.40% – 1.51%

Fund range by risk profile

Defensive: 2 funds
Conservative: 2 funds
Balanced: 3 funds
Growth: 4 funds
Aggressive: 7 funds

How has GoalsGetter KiwiSaver performed?

Over the last 5 years, their highest-returning fund was the Amova NZ Cash Fund, at +2.6% a year after fees and tax.

Risk profile	Fund	Return
Defensive	Goalsgetter Amova NZ Cash Fund	+2.3%
Conservative	Goalsgetter Amova Conservative Fund	+2.5%
Balanced	Goalsgetter Amova Balanced Fund	+3.2%
Growth	Goalsgetter Amova Growth Fund	+3.2%

KiwiSaver funds offered by GoalsGetter KiwiSaver Scheme

Fund	Risk profile	Annual fee	1 year	5 years p.a.
Goalsgetter Amova NZ Cash Fund	Defensive	0.40%	+2.3%	+2.6%
Goalsgetter Amova NZ Corporate Bond Fund	Defensive	0.70%	+2.5%	+1.6%
Goalsgetter Amova Conservative Fund	Conservative	0.90%	+2.5%	+1.6%
Goalsgetter Milford Conservative Fund	Conservative	1.05%	+1.0%	Not reported
Goalsgetter Amova Balanced Fund	Balanced	1.14%	+3.2%	+2.1%
Goalsgetter Generate Balanced Fund	Balanced	1.49%	+3.7%	Not reported
Goalsgetter Milford Balanced Fund	Balanced	1.25%	+3.1%	Not reported
Goalsgetter Amova Growth Fund	Growth	1.29%	+3.2%	+2.4%
Goalsgetter Milford Active Growth Fund	Growth	1.25%	+6.1%	Not reported
Goalsgetter Pathfinder Ethical Growth Fund	Growth	1.51%	+6.7%	Not reported
Goalsgetter Salt Capital Growth Fund	Growth	1.30%	−0.4%	Not reported
Goalsgetter Amova Ark Disruptive Innovation Fund	Aggressive	1.45%	+19.7%	−7.8%
Goalsgetter Amova Global Shares Fund	Aggressive	1.35%	−4.8%	+6.7%
Goalsgetter Amova High Growth Fund	Aggressive	1.35%	Not reported	Not reported
Goalsgetter Amova Sri Equity Fund	Aggressive	1.15%	+2.9%	+0.8%
Goalsgetter Generate Focused Growth Fund	Aggressive	1.51%	+5.9%	Not reported
Goalsgetter Generate Thematic Fund	Aggressive	1.45%	+6.5%	Not reported
Goalsgetter Milford Aggressive Fund	Aggressive	1.35%	Not reported	Not reported

Figures are after fund charges and tax, sourced from the FMA Disclose Register. Past performance is not a reliable indicator of future returns.