Invest in the kind of world you want to pass on
Grow wealth and well-being
Kiwisaver Funds
100% invested in generating ethical returns. 0% invested in industries doing more social or environmental harm than good.
Awarded the Best Ethical KiwiSaver Provider by Mindful Money in 2021.
Managed Funds
Invest in funds with good returns aimed at achieving a better and more sustainable future for all.
Ethical Growth Fund awarded the Best New Ethical Fund by Mindful Money in 2021.
How you invest your money has the power to change the world
Making money and having good morals can feel contradictory – but it doesn’t have to be. Growing your wealth via investments that support things like renewable energy and address urgent needs like the water crisis, means you can generate personal wealth and contribute to global well-being.
Investing ethically since before it was cool
11 years ago, we started our first ethical fund, the Global Water Fund. We were considered outliers and hippies, to some, maybe even fools. Fast forward and suddenly everyone wants to be considered ethical. Far from foolish, our approach to investing in themes that offered sustainable and holistic benefits paid off. The Global Water Fund has delivered more than 10% returns p.a. since inception. We’ve added four more funds to the family plus an award-winning KiwiSaver Plan.
KiwiSaver Performance
| KiwiSaver | 1 Month | 6 Month | 1 Year | Since inception* (p.a.) | Unit Price (18/01/22) |
|---|---|---|---|---|---|
| Conservative Fund | 0.5% | 2.8% | 6.7% | 5.7% | 1.1332 |
| Balanced Fund | 1.1% | 6.1% | 11.8% | 11.8% | 1.2885 |
| Growth Fund | 1.7% | 8.2% | 16.5% | 18.6% | 1.4633 |
Fund performance as at 31/12/21 (after fees, 0% PIR). Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions. *31/7/19 (date of inception)
Managed Funds Performance
| Managed Funds | 1 Month | 6 Month | 1 Year | 3 Years (p.a.) | 5 Years (p.a.) | 10 Years (p.a.) | Since Inception (p.a.) | Unit Price (18/01/22) |
|---|---|---|---|---|---|---|---|---|
| Global Water Fund | 4.8% | 9.2% | 28.2% | 15.6% | 12.6% | 12.3% | 10.7% | 2.898 |
| Global Property Fund | 5.5% | 7.2% | 23.4% | 7.5% | 5.7% | — | 4.9% | 1.2828 |
| Global Responsibility Fund | 2.5% | 8.3% | 22.6% | 13.2% | — | — | 12.9% | 1.5911 |
| Ethical Trans-Tasman Fund | 1.2% | 3.6% | 6.8% | — | — | — | 21.0% | 1.4684 |
| Ethical Growth Fund | 1.6% | 5.5% | 10.7% | — | — | — | 16.4% | 1.1794 |
Fund performance as at 31/12/21 (after fees, 0% PIR). Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions.
Making an impact
We aim to invest in companies that generate the biggest impact, both in terms of returns for investors and positive impact for our world.
Like the Women’s Livelihood Bond 3, which has helped 180,000 under-served women in the Asia Pacific region to respond, to recover from, and to build resilience in the aftermath of the COVID-19 pandemic. Or the investment we made in Wool+Aid, a Kiwi start-up that’s set to disrupt the global personal care sector with their 100% biodegradable bandages made from ethically sourced Merino Wool.
We run our KiwiSaver plan as a social enterprise by giving 20% of our management fees annually to our Kiwi charity partners. The aim? To help develop long-term, sustainable, passive income for these worthy organisations, which benefits our communities and environment.
Awards
