Annual fund charge
1.20%
vs peer avg 0.95%
Risk indicator
6/7
1 = lower risk · 7 = higher risk
5-year return p.a.
2.37%
peer avg 6.03%
Fund size
NZ$242.5m
98% growth · 2% income
The fund aims to provide investors with a relatively concentrated actively managed investment portfolio of global equities to achieve long term capital growth. This fund invests in a selection of around 40-50 companies from around the world, covering a diverse range of regions and sectors. Currency exposure created as a consequence of global equity investment hedged to the NZD. This fund has a very high level of volatility.
Key facts
Fund start date
10 May 2019
Tax structure
PIE
Capped at your PIR (max 28%)
Currency
NZD hedged
Top 10 holdings
As at the latest published quarterly fund update.
| Holding | % of fund |
|---|---|
| Nvidia Corp | 8.15% |
| Microsoft Corp | 5.73% |
| Amazon Com Inc | 5.72% |
| Broadcom Corp Com | 3.79% |
| Netflix Inc | 3.63% |
| Compass Group Ord GBP0 1105 | 2.96% |
| Coca-Cola Europacific Partners | 2.95% |
| Mastercard Inc - Class A | 2.88% |
| Us Foods Holding Corp | 2.87% |
| Linde Plc | 2.76% |
Documents
Every dated PDS, quarterly fund update and full-portfolio holdings file. Linked from the FMA Disclose register via Sorted Smart Investor.
- AMOVA GLOBAL SHARES HEDGED FUND (FND14536) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.32 KB
- Nikko AM Cashand Fixed Interest Product Disclosure Statement 29 May 2020.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 616.05 KB
- Amova Global Shares Hedged Fund fund update 31 March 2026.pdf The quarterly update published by the provider PDF, 604.42 KB
- Nikko AM Domestic Equity Funds Product Disclosure Statement 29 May 2020.pdf Additional product disclosure statement from the provider PDF, 565.22 KB
- Nikko AM Global Equity Funds Product Disclosure Statement 1 April 2020.pdf Additional product disclosure statement from the provider PDF, 589.40 KB
- Nikko AM Option Fund Product Disclosure Statement 14 May 2020.pdf Additional product disclosure statement from the provider PDF, 548.05 KB
- Amova Freedom Fund Product Disclosure Statement 1 September 2025.pdf Additional product disclosure statement from the provider PDF, 519.90 KB
- Nikko AM Cashand Fixed Interest Product Disclosure Statement 29 May 2020.pdf Additional product disclosure statement from the provider PDF, 616.05 KB
- Nikko AM Cashand Fixed Interest Product Disclosure Statement 29 May 2020.pdf Additional product disclosure statement from the provider PDF, 616.05 KB
- Nikko AM Australasian Small Companies Fund PDS 18 June 2016.pdf Additional product disclosure statement from the provider PDF, 2.84 MB
- Amova Global Equity Funds Product Disclosure Statement 1 September 2025.pdf Additional product disclosure statement from the provider PDF, 546.13 KB
- Nikko AM Multi Strategy Fund PDS 3 April 2018.pdf Additional product disclosure statement from the provider PDF, 310.53 KB
- Amova Diversified Funds Product Disclosure Statement 1 September 2025.pdf Additional product disclosure statement from the provider PDF, 556.15 KB
- Amova ARK Disruptive Innovation Fund Product Disclosure Statement 1 September 2025.pdf Additional product disclosure statement from the provider PDF, 541.04 KB
- Nikko AM Income Fund Product Disclosure Statement 3 July 2023.pdf Additional product disclosure statement from the provider PDF, 791.12 KB
- Amova Cashand Fixed Interest Product Disclosure Statement 1 September 2025.pdf Additional product disclosure statement from the provider PDF, 544.38 KB
- Amova Domestic Equity Funds Product Disclosure Statement 1 September 2025.pdf Additional product disclosure statement from the provider PDF, 560.10 KB
- Nikko AM Cashand Fixed Interest Product Disclosure Statement 29 May 2020.pdf Additional product disclosure statement from the provider PDF, 616.05 KB
- Amova NZ Investment Other Material Information 24 November 2025.pdf Amova NZ Investment Scheme - Other Material Information PDF, 799.84 KB
- Amova Asset Management New Zealand Limited Other Material Information Buy Sell Spreads.pdf Amova Asset Management New Zealand Limited Other Material Information - Buy Sell Spreads PDF, 515.69 KB
About this category
Funds investing in shares listed outside Australasia. Includes broad global trackers, regional funds, ESG-focused strategies, and theme funds covering automation, healthcare, water and other sectors.
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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