Skip to main content
FundCompare
Goalsgetter Amova Nz Cash Fund logo

GOALSGETTER KIWISAVER SCHEME

SIPO change history

Each Statement of Investment Policy and Objectives (SIPO) issued for the GOALSGETTER KIWISAVER SCHEME is archived here. SIPO changes describe the scheme's investment strategy — asset-allocation ranges, hedging policy, derivatives use, ESG framework, external managers — so all funds in the scheme share this history.

Per-SIPO readings

SIPO as atInvestment objectiveAsset allocation rangesCurrency hedging policyESG / responsible investment policyExternal investment managerDerivatives policyPerformance fee structure
31 March 2026Investment Objective The objective of the Fund is to achieve a return which exceeds the weighted composite benchmark …{"cash":"2.0%0.0%","nz_equities":"24.0%9.0%","intl_equities":"67.0%52.0%","listed_property":"7.0%0.0%","nz_fixed_inte…—{"mentions":20,"verbatim":"the probability of improving investor returns. Environmental, social and governance consid…external investment managers All funds are assessed annually as part of Amova’s ongoing Product Lifecyle Review proce…derivatives. The maximum permissible borrowing of the Funds is currently 10% of the Fund’s net asset value. Derivativ…—
30 November 2025————External Managers Alan Clarke Alan joined Amova in 2023 and is responsible for providing overall managementDerivatives Management including non-market transactions – Corporate Actions – Reconciliations – Pricing and Fund Val…—
3 November 2025———————
30 September 2025————External Managers Alan Clarke Alan joined Amova NZ in 2023 and is responsible for providing overall managementDerivatives Management including non-market transactions – Corporate Actions – Reconciliations – Pricing and Fund Val…Performance fees ....................................................................................................…
30 June 2025———{"mentions":7,"verbatim":"GoalsGetter KiwiSaver Scheme Other Material Information – ESG and Specific Restrictions Eff…———

What changed

Each consecutive SIPO pair, with field-level diffs. Severity reflects how impactful the policy change is: an asset-allocation range move is MATERIAL; an external-manager swap is also material; cosmetic re-wording is MINOR.

30 November 2025 → 31 March 2026

5 changes
  • Investment objectiveMAJOR
    — → Investment Objective The objective of the Fund is to achieve a return which exceeds the weighted composite benchmark …
  • Asset allocation rangesMAJOR
    — → {"cash":"2.0%0.0%","nz_equities":"24.0%9.0%","intl_equities":"67.0%52.0%","listed_property":"7.0%0.0%","nz_fixed_inte…
  • ESG / responsible investment policyMAJOR
    — → {"mentions":20,"verbatim":"the probability of improving investor returns. Environmental, social and governance consid…
  • External investment managerMATERIAL
    External Managers Alan Clarke Alan joined Amova in 2023 and is responsible for providing overall management → external investment managers All funds are assessed annually as part of Amova’s ongoing Product Lifecyle Review proce…
  • Derivatives policyMAJOR
    Derivatives Management including non-market transactions – Corporate Actions – Reconciliations – Pricing and Fund Val… → derivatives. The maximum permissible borrowing of the Funds is currently 10% of the Fund’s net asset value. Derivativ…

3 November 2025 → 30 November 2025

2 changes
  • External investment managerMAJOR
    — → External Managers Alan Clarke Alan joined Amova in 2023 and is responsible for providing overall management
  • Derivatives policyMAJOR
    — → Derivatives Management including non-market transactions – Corporate Actions – Reconciliations – Pricing and Fund Val…

30 September 2025 → 3 November 2025

3 changes
  • External investment managerMAJOR
    External Managers Alan Clarke Alan joined Amova NZ in 2023 and is responsible for providing overall management → —
  • Derivatives policyMAJOR
    Derivatives Management including non-market transactions – Corporate Actions – Reconciliations – Pricing and Fund Val… → —
  • Performance fee structureMAJOR
    Performance fees ....................................................................................................… → —

30 June 2025 → 30 September 2025

4 changes
  • ESG / responsible investment policyMAJOR
    {"mentions":7,"verbatim":"GoalsGetter KiwiSaver Scheme Other Material Information – ESG and Specific Restrictions Eff… → —
  • External investment managerMAJOR
    — → External Managers Alan Clarke Alan joined Amova NZ in 2023 and is responsible for providing overall management
  • Derivatives policyMAJOR
    — → Derivatives Management including non-market transactions – Corporate Actions – Reconciliations – Pricing and Fund Val…
  • Performance fee structureMAJOR
    — → Performance fees ....................................................................................................…

Data sources

  • FMA Disclose register — Statements of Investment Policy and Objectives
  • Provider websites — issuer-published SIPO PDFs

SIPO field extraction uses FMA-mandated section anchors. Long fields (objective, ESG verbatim, derivatives policy) are truncated in the table — verify against the source PDF for the full text. General information only — not financial advice.

FinanceAdvisers.co.nz
Need personalised advice?
Find a licensed financial adviser on FinanceAdvisers.co.nz
Browse NZ-registered financial advice providers and search by speciality, location and fees.
FundCompare

Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.

Important Information and Disclosure

The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.

Investing involves risk. The value of your investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.

Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.

All information displayed is sourced from scheme providers, the Disclose Register, and the Sorted Smart Investor universal feed (operated by Te Ara Ahunga Ora Retirement Commission), or other publicly available sources. We take reasonable steps to ensure accuracy but cannot guarantee information is always current or complete.

FundCompare.co.nz may receive referral fees or commissions from scheme providers if you sign up via links on this website. These payments do not influence the order, ranking, or inclusion of products displayed.

For more information, please see our Terms of Service, Privacy Policy, and Disclosure Statement.

KiwiSaver

This website is operated by FundCompare.co.nz and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. FundCompare.co.nz is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.

© 2026 FundCompare.co.nz. All rights reserved.