Opens in a new tab
Amova
·
Australasian shares, Shares

Amova Concentrated Equity Fund

and conviction in fundamental valuation analysis as a manager and operator of infrastructure assets.

Risk indicator
5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
1.15% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
$2.6022

As at 02/11/2026. Buy/sell spread 0.29% / 0.29%.

About this fund

and conviction in fundamental valuation analysis as a manager and operator of infrastructure assets.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
Amova
Fund type
Managed fund (PIE)
Asset class
Australasian shares, Shares
Management style
Active
Inception date
21/08/2006
Fund size
$11.22M as at 30/09/2026
Distributions
Semi-annually
Regular Investment Plan
Not available
InvestNow KiwiSaver
Not available

Fund performance

Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.

Growth of $10,000

Amova Concentrated Equity Fund
 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
Amova Concentrated Equity Fund
-3.83%
-6.47%
-13.84%
2.72%
-1.97%
5.64%
7.04%

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee
Amount
What it means
Estimated annual fund charge
1.15% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0.29% / 0.29%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
Amova logo
About the manager

Amova

Amova Asset Management has five managed funds on the InvestNow platform – including New Zealand Fixed Interest Funds, plus International and Australasian Equities.

Learn more about Amova Asset Management, their investment options available to InvestNow customers plus access their latest news & updates below.

View Amova
Man smiling at his phone beside a laptop

Ready to invest in Amova Concentrated Equity Fund?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.