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.
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.
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.
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||1 Month||6 Month||1 Year||Since inception* (p.a.)||Unit Price (20/10/21)|
Fund performance as at 30/09/21 (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||1 Month||6 Month||1 Year||3 Years (p.a.)||5 Years (p.a.)||10 Years (p.a.)||Since Inception (p.a.)||Unit Price (20/10/21)|
|Global Water Fund||-5.2%||11.5%||30.0%||15.6%||12.6%||12.3%||10.7%||2.9087|
|Global Property Fund||-3.3%||8.2%||23.7%||2.6%||3.3%||—||3.9%||1.2663|
|Global Responsibility Fund||-2.8%||8.0%||25.7%||13.2%||—||—||11.7%||1.5643|
|Ethical Trans-Tasman Fund||1.1%||7.8%||19.9%||—||—||—||21.0%||1.4909|
|Ethical Growth Fund||-1.0%||5.5%||14.8%||—||—||—||16.0%||1.1712|
Fund performance as at 30/09/21 (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.