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Ethical Growth Fund

Winner of the Mindful Money 2021 award for Best New Ethical Fund 2021

Join Ethical Growth Fund

Why 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

An ethical portfolio with a higher exposure to growth assets and a lower exposure to income assets. Investments are spread across multiple asset types, geographies, companies and sectors to provide diversification. The investment strategy includes management of foreign currency exposure to New Zealand dollars.

Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions.

Returns 

2.9%

1 Month 

4.1%

3 Month

5.0%

6 Month

15.4%

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)

Risk Level

This Fund is suited to an investor with a medium-high tolerance to risk and a minimum timeframe of 10+ years.

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. 

Investor Notes 

Ethical Approach

The Ethical Growth Fund  includes a diversified selection of global companies that score highly on environmental, social and governance ratings.

Target Investment

75% Global Equities
25% Fixed Income

Number of Holdings

Up to 200 Companies

Asset Class

Australasian and International EquitiesNZ and International Fixed InterestListed Property

Fees

1.26%

Buy/Sell spread

0.05%-0.05%

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%

Join Ethical Growth Fund See all Managed Funds

Investment return focus

We rate all companies on environmental, social and governance (ESG) metrics and invest in only the best.

Past performance is no guarantee of future returns. See our Product Disclosure Statement for further information. We encourage all investors to seek financial advice prior to making investment decisions.

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Investor Documents

View & download these investor document packs

jay mantri TFyi0QOx08c unsplash Factsheet - Ethical Growth Fund
andrew coelho aL7SA1ASVdQ unsplash v3 Product Disclosure Statement (Ethical Growth Fund)
jay mantri TFyi0QOx08c unsplash Ethical Growth Fund Update 30/06/21

Historical fund updates

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