GOALSGETTER KIWISAVER SCHEME
Goalsgetter Amova Conservative Fund — history
Quarterly readings of fees, 1-year and 5-year returns sourced from each FMA-mandated Quarterly Fund Update. Every QFU PDF is kept on file so the chart back-fills as more periods are ingested.
Quarters captured
4
Earliest period
31 March 2025
Latest period
31 March 2026
Latest fee
1%
Returns over time
Annual return after fees and tax (1-year) and 5-year average annual return, as published in each Quarterly Fund Update.
Fees over time
Total annual fund charges. Falling fees (or steady, if low) are a key signal.
Per-quarter readings
| Period | Annual fee | 1-year return | 5-year avg return | Fund size | Members |
|---|---|---|---|---|---|
| 31 March 2026 | 1% | — | 1.59% | $2.9M | 63 |
| 31 December 2025 | 1.07% | 4.26% | — | $1.6M | 34 |
| 30 September 2025 | 1.07% | 5.12% | — | $1.6M | 33 |
| 31 March 2025 | 1.07% | 6.63% | — | $1.3M | 30 |
Data sources
- FMA Disclose register — Quarterly Fund Updates
- Provider websites — issuer-published QFU PDFs
Past performance is not a reliable indicator of future returns. General information only — not financial advice.