Fund manager
Nikko Asset Management New Zealand Limited
Nikko Asset Management New Zealand Limited manages 18 KiwiSaver scheme funds across 1 scheme, with combined assets of $111M.
Identifiers
- Manager type
- NZ Limited Company
- FSPR registration
- FSP FSP22562 · verify on FSPR ↗
- NZBN
- 9429038788291 · verify on NZBN ↗
- Average annual fee across managed funds
- 1.33%
Nikko — 18 funds
| Fund | Type | Annual fee | 5y avg return | Fund size |
|---|---|---|---|---|
| GoalsGetter Milford Conservative Fund | Conservative | 1.05% | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | $2M |
| GoalsGetter Milford Balanced Fund | Balanced | 1.49% | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | $3M |
| GoalsGetter Milford Active Growth Fund | Growth | 1.35% | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | $15M |
| GoalsGetter Amova NZ Cash Fund | Defensive | 0.40% | 2.73% | $4M |
| GoalsGetter Amova Global Shares Fund | Aggressive | 1.43% | 13.41% | $10M |
| GoalsGetter Amova Growth Fund | Growth | 1.51% | 5.73% | $14M |
| GoalsGetter Salt Sustainable Growth Fund | Growth | 1.38% | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | $2M |
| GoalsGetter Amova ARK Disruptive Innovation Fund | Aggressive | 1.53% | No 5-year average return figure held for this fund. | $33M |
| GoalsGetter Harbour Active Growth Fund | Growth | 1.33% | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | $1M |
| GoalsGetter Amova NZ Corporate Bond Fund | Defensive | 0.80% | 1.16% | $1M |
| GoalsGetter Harbour Sustainable Impact Fund | Balanced | 1.61% | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | $0M |
| GoalsGetter Amova SRI Equity Fund | Aggressive | 1.23% | 2.40% | $2M |
| GoalsGetter Generate Thematic Fund | Aggressive | 1.59% | No 5-year average return figure held. Recorded fund start date 6 May 2024 is less than five years before March 2026. | $1M |
| GoalsGetter Amova Conservative Fund | Conservative | 1.05% | 2.52% | $3M |
| GoalsGetter Generate Balanced Fund | Balanced | 1.65% | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | $2M |
| GoalsGetter Generate Focused Growth Fund | Aggressive | 1.71% | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | $11M |
| GoalsGetter Pathfinder Ethical Growth Fund | Growth | 1.61% | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | $1M |
| GoalsGetter Amova Balanced Fund | Growth | 1.22% | 4.47% | $7M |
About “—” in return figures: it means no figure is held, not a return of zero. Of the 18 funds listed, 7 have a 5-year average return. Figures are drawn from fund disclosures on the FMA Disclose register, chiefly quarterly fund updates. Each fund shows the most recent figure held; the latest quarter broadly covered across all funds is March 2026. A fund too new to report a period has no figure for it; other gaps are figures not yet captured from the updates ingested so far.
Manager identity and FSP registration sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
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