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Amova
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Australasian shares, Shares

Amova Core Equity Fund

Aims to outperform the S&P/NZX 50 Index Gross with Imputation credits by 3.0% per annum over a rolling three year period before fees, expenses and taxes.

Risk indicator
5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
0.95% 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
$2.9021

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

About this fund

Aims to outperform the S&P/NZX 50 Index Gross with Imputation credits by 3.0% per annum over a rolling three year period before fees, expenses and taxes. This fund aims to invest in a broad selection of NZ listed companies with potential for growth of income and capital and may also invest in some Australian shares if the portfolio managers see opportunities, as part of an actively managed portfolio. This fund has a high level of volatility.

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
05/05/2010
Fund size
$22.63M 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 Core Equity Fund
 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
Amova Core Equity Fund
-1.01%
-0.65%
-1.81%
6.59%
0.78%
7.20%
9.43%

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
0.95% 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
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Ready to invest in Amova Core Equity Fund?

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