Amova Asset Management New Zealand Limited
GoalsGetter Salt Capital Growth Fund
GoalsGetter KiwiSaver SchemeGrowth
What the provider says about this fund
The Fund aims to outperform the Reserve Bank of New Zealand’s Consumer Price Index +5% p.A. Benchmark (after fees and expenses but before tax) on a rolling five-year basis by investing in a diversified mix of growth and defensive assets with a focus on securities with high ESG factor scores. Effective 9 July 2025, the Fund changed its name to the GoalsGetter Salt Capital Growth Fund. This was due to the change of name of the underlying fund that this fund invests in. (Salt Capital Growth Fund, formerly the Salt Sustainable Growth Fund.)
1-year return
-0.38%
5-year return p.a.
4.78%
Total annual fee
1.40%
Fund size ($m)
1.5
Members
51
Inception date
9 May 2024
Risk indicator
The official Smart Investor risk indicator uses a scale from 1 to 7.
Investment mix
Growth assets
81.41%
Income assets
18.59%
| Asset class | Actual | Target | Average for Growth funds |
|---|---|---|---|
| Australasian shares | 27.00% | 25.00% | 20.20% |
| Cash and equivalents | 3.20% | 5.00% | 6.14% |
| Commodities | 1.03% | 0.00% | 0.14% |
| International bonds | 15.40% | 15.00% | 8.75% |
| International shares | 41.41% | 45.00% | 51.02% |
| Listed property | 11.97% | 10.00% | 3.65% |
| New Zealand bonds | 0.00% | 0.00% | 7.35% |
| Unlisted property | 0.00% | 0.00% | 0.70% |
Top 10 holdings
| Rank | Asset | Asset class | Asset type | Country | % of fund |
|---|---|---|---|---|---|
| 1 | Salt Capital Growth Fund | Fund | Fund | NZ | 99.12% |
| 2 | Cash and cash equivalents | Cash | Cash and Cash Equivalents | NZ | 0.88% |
Fees
1.40% total annual fee
| Fee type | Fee | Cost per year on a $30,000 balance | Average for Growth funds |
|---|---|---|---|
| Management fees | 1.10% | $330 | 0.92% |
| Other fees | 0.20% | $60 | 0.10% |
| Performance fees | 0.00% | $0 | 0.00% |
| Membership fees | 0.10% | $30 | 0.05% |
| Total combined fees | 1.40% | $420 | 1.07% |
Yearly returns
| Year ending | Fund return | Average for Growth funds |
|---|---|---|
| 31 March 2026 | -0.38% | 7.60% |
Documents
- Latest fund update
- Other material information
- Other material information
- Other material information
- Other material information
- Other material information
- Product disclosure statement
- Product disclosure statement
- Product disclosure statement
- Product disclosure statement
- Product disclosure statement
- Statement of investment policy and objectives
Key personnel
| Name | Position | Time in role |
|---|---|---|
| James Rogers | Chief Operating Officer and member of the Investment Committee | 9 years |
| Sam Bryden | Head of Distribution and member of the Investment Committee | 3 years |
| Stuart Williams | Managing Director and Chair of Investment Committee | 3 years |