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Fund manager

Amova

Amova Asset Management NZ Limited

Active New Zealand and global equity manager (formerly Nikko AM NZ).

Funds tracked
5
Headquarters
Auckland
Read the Amova review →

Peer managers

Other NZ managers in Australasian Equities

Scheme governance

Audit, trustee, history

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

2 funds
Amova Concentrated Equity Fund
Fee
1.15%
5y return
0.65%
Risk
5/7
PIE · capped at PIR (max 28%)
Amova Core Equity Fund
Fee
0.95%
5y return
0.35%
Risk
5/7
PIE · capped at PIR (max 28%)

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

2 funds
Amova Global Shares Fund
Fee
1.20%
5y return
6.69%
Risk
5/7
PIE · capped at PIR (max 28%)
Amova Global Shares Hedged Fund
Fee
1.20%
5y return
2.37%
Risk
6/7
PIE · capped at PIR (max 28%)NZD hedged

New Zealand Fixed Interest

NZ government and corporate bonds.

1 fund
Amova Corporate Bond Fund
Fee
0.70%
5y return
1.63%
Risk
3/7
PIE · capped at PIR (max 28%)

Questions about Amova

How many managed funds does Amova offer in New Zealand?▾

Amova runs 5 retail managed funds available to New Zealand investors, across 3 asset classes: Australasian Equities, International Equities, New Zealand Fixed Interest. Counts are taken from the FMA Disclose register.

What does Amova charge?▾

Annual fund charges across Amova's 5 funds with published data range from 0.70% to 1.20% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Amova a licensed fund manager in New Zealand?▾

Amova operates in New Zealand as Amova Asset Management NZ Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Amova's funds PIEs?▾

5 of Amova's 5 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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