Annual fund charge
0.70%
vs peer avg 0.66%
Risk indicator
3/7
1 = lower risk · 7 = higher risk
5-year return p.a.
1.63%
peer avg 1.15%
Fund size
NZ$558.3m
0% growth · 100% income
The Fund aims to outperform the Bloomberg NZBond Credit 0+ Year Index by 0.70% p.A. Over a rolling three year period before fees, expenses and taxes. The fund aims to provide investors with regular income by constructing an actively managed investment portfolio of New Zealand bonds, deposits and cash whilst preserving the capital value.
About this category
Funds investing in New Zealand-issued government and corporate bonds. Generally lower-risk than equity funds; income-focused.
About Amova
Active New Zealand and global equity manager (formerly Nikko AM NZ).
See all funds from Amova →Head-to-head
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