Ethical Growth Fund

A highly diversified global portfolio that invests in companies meeting our Ethical Investment guidelines.  We exclude companies from many industries that have a damaging impact on society.

Performance

This is a new Fund, established on 28 Aug 2020 and has no Performance History

Core equity exposure

A diversified broad exposure to global equities

Tactical tilts

An active top-down ethical focus on industries, sectors, geographies and portfolio factors

Target Investment:

75% Global Equities

25% Fixed Income

number of holdings:

Up to 200 Companies

Asset Class:

Australasian and International Equities

NZ and International Fixed Interest

Listed Property

Fees:

1.26%

Investment Horizon:

10+ Years

benchmark:

5% Bloomberg NZ Bank Index

20% Bloomberg Barclays Global Aggressive

40% S&P/NZX50 and S&P/ASX200 Indexes

35% Morningstar Developed Markets Index

Current Hedging target:

50%