GoalsGetter Amova SRI Equity

GoalsGetter Amova SRI Equity runs $1.7 million across just ten holdings, with Fisher & Paykel Healthcare alone commanding 16% of the portfolio and the top three stocks eating up nearly 40% of the fund. This is a concentrated bet on New Zealand's blue-chip roster, filtered through a socially responsible lens. Almost 90% sits in Australasian shares, dominated by household names: Infratil, Auckland Airport, Contact Energy, Meridian. The fund leans heavily into infrastructure and utilities, with energy generators and the airport featuring prominently alongside healthcare and logistics plays like Mainfreight and EBOS.

The total fee sits at 1.15%, comprising a 1.13% management charge and a 0.1% performance fee. Over five years, the fund returned 1.7% per annum. The one-year figure of 1.9% and three-year return of 6.0% reflect the volatility typical of concentrated equity portfolios. With 99% in growth assets and a risk rating of 6, this is a high-conviction fund built around a tight selection of New Zealand's largest listed companies, screened for social responsibility criteria. The small fund size and lack of diversification beyond ten names mean movements in any single holding carry weight.

General information only, not financial advice. Past performance is not a reliable indicator of future results.