The Goalsgetter Amova Ark Disruptive Innovation Fund is an aggressive KiwiSaver scheme fund offered by Nikko within the GOALSGETTER KIWISAVER SCHEME. The fund holds 96% in growth assets and 4% in income assets, positioning it toward capital appreciation over income generation. As an aggressive offering, it sits at the higher end of risk exposure within the scheme's product range.

Over the five-year period to 31 March 2026, the fund delivered a 0.00% average annual return. The annual fee is 1.53%, which is higher than the peer-median fee of 0.85% for aggressive KiwiSaver scheme funds in its cohort. The fund manages $33.4 million in assets across 822 members. Past performance and historical fee comparisons do not indicate how the fund will perform or be priced in future.

A 7/7 risk indicator on the FMA scale indicates this fund experiences the highest level of volatility and potential for significant short-term fluctuations in value. This risk profile is typically considered appropriate only for members with a long investment timeframe who can tolerate substantial year-to-year changes in their balance and who do not require access to their savings in the near term. Past performance is not a reliable indicator of future returns.

Asset	Asset Class	Type	Country	% of Fund
COINBASE GLOBAL INC	Shares	International equities	US	8.67%
TESLA MOTORS INC	Shares	International equities	US	8.08%
ROBLOX CORP	Shares	International equities	US	7.11%
PALANTIR TECHNOLOGIES INC	Shares	International equities	US	6.07%
ROKU INC	Shares	International equities	US	5.65%
ROBINHOOD MARKETS INC	Shares	International equities	US	5.25%
SHOPIFY INC	Shares	International equities	CA	4.50%
TEMPUS AI INC	Shares	International equities	US	3.89%
META PLATFORMS INC	Shares	International equities	US	2.81%
AMAZON COM INC	Shares	International equities	US	2.38%

Fee Type	% Over a year	Amount paid on a 30k balance
Management This fee is charged to you by the fund manager on the fund or an underlying fund, and is based on a percentage of your balance.	1.43% Average: 0.76%	$429.00 Average: $229.38
Other This is a summary of other potential costs not covered in the categories displayed.	0.00% Average: 0.08%	$0.00 Average: $23.73
Performance-based These fees are based on the performance of the fund or underlying fund. When the fund performs well, these will be higher.	— Average: 0.00%	$0.00 Average: $0.00
Membership You pay this membership charge (a flat fee) each year, regardless of your balance or the fund's performance.	0.10% Average: 0.06%	$30.00 Average: $17.47
Total combined fees These are a total of management and administration charges and performance-based fees over a year. They do not necessarily include fees for activities like transferring or withdrawing.	1.53% Average: 0.90%	$459.00 Average: $270.57

Name	NIKKO ASSET MANAGEMENT NEW ZEALAND LIMITED
Type	NZ Limited Company
Website	nikkoam.co.nz
NZBN	9429038788291
FSP Number	FSP22562

Asset liquidity ratio	100.00%
Total value of fund	$33371094
Debt ratio	0.11%

Goalsgetter Amova Ark Disruptive Innovation Fund

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