Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions.
p.a. since inception*
Performance figures as of 30/06/21, and are after fees before tax. Past performance is no guarantee of future returns. We encourage all investors to seek independent financial advice prior to making investment decisions. *16/09/20 (date of inception)
The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. This risk indicator is not a guarantee of a fund’s future performance. As the fund does not have a five year history, the risk indicator was prepared using the relevant market index returns from April 2016 to August 2020 (when the fund was not in existence) and the fund's returns since then. As a result, the risk indicator may provide a less reliable indicator of the potential future volatility of the fund.
The Ethical Growth Fund includes a diversified selection of global companies that score highly on environmental, social and governance ratings.
75% Global Equities
25% Fixed Income
Number of Holdings
Up to 200 Companies
Australasian and International EquitiesNZ and International Fixed InterestListed Property
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