GoalsGetter Amova SRI Equity

24625

GoalsGetter 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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Are LICs licked?

Pressure mounts as discounts widen amid an industry reshaping.
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Listed Investment Companies monthly performance: July 2025

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).
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KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,061.2020.50-0.23%
CAC 407,853.591.02-0.01%
DAX 4023,639.4135.12-0.15%
Dow JONES (US)46,315.27172.850.37%
FTSE 1009,216.6711.44-0.12%
HKSE26,545.100.250.00%
NASDAQ22,631.48160.750.72%
Nikkei 22545,045.81257.62-0.57%
NZX 50 Index13,231.66111.630.85%
S&P 5006,664.3632.400.49%
S&P/ASX 2008,773.5018.70-0.21%
SSE Composite Index3,820.0911.57-0.30%

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