Amova SRI Equity

25275

Amova SRI Equity 25275 Strategy

The Nikko AM SRI Equity Fund aims to outperform the S&P/NZX 50 Index Gross with Imputation credits by 3.0% per annum over a rolling three year period before fees, expenses and taxes. This fund aims to provide investors with 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

funds

New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
funds

The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
funds

The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,922.7011.800.13%
CAC 408,065.02121.91-1.49%
DAX 4025,304.06412.65-1.60%
Dow JONES (US)51,682.6495.40-0.18%
FTSE 10010,659.13157.01-1.45%
HKSE24,750.78146.490.60%
NASDAQ26,522.54104.250.39%
Nikkei 22565,018.95882.701.38%
NZX 50 Index13,739.1417.45-0.13%
S&P 5007,650.5012.740.17%
S&P/ASX 2008,731.201.20-0.01%
SSE Composite Index3,911.8736.270.94%

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