GoalsGetter KiwiSaver Amova SRI Equity
24625
GoalsGetter KiwiSaver Amova SRI Equity 24625 Strategy
To outperform the S&P/NZX 50 Index Gross with Imputation credits by 3.0% p.a. over a rolling threeyear period before fees, expenses and taxes. Aims to provide investors with an exposure to New Zealand and Australian equity markets from an actively managed investment portfolio with potential for growth of income and capital. The Fund will exclude certain securities under a socially responsible investment framework.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Private credit defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
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Is direct indexing right for you?
Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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Listed Investment Companies monthly performance: February 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,726.50 | 32.00 | -0.37% |
| CAC 40 | 7,786.15 | 60.40 | -0.77% |
| DAX 40 | 22,669.64 | 287.44 | -1.25% |
| Dow JONES (US) | 46,429.49 | 305.43 | 0.66% |
| FTSE 100 | 9,998.17 | 108.67 | -1.08% |
| HKSE | 24,856.43 | 479.52 | -1.89% |
| NASDAQ | 21,929.82 | 167.93 | 0.77% |
| Nikkei 225 | 53,603.65 | 145.97 | -0.27% |
| NZX 50 Index | 12,976.99 | 47.69 | 0.37% |
| S&P 500 | 6,591.90 | 35.53 | 0.54% |
| S&P/ASX 200 | 8,525.70 | 21.30 | -0.25% |
| SSE Composite Index | 3,889.08 | 42.75 | -1.09% |