Managed Ethical Growth Fund
A managed fund version of our KiwiSaver Growth Fund
Awarded 'Best New Ethical Fund 2021' by Mindful Money
Return focus:
Medium to High
Average annual return:
7.1% p.a. since inception September 2020
Minimum suggested time frame:
8-10 years (medium to long term)
Risk focus:
Higher
Estimated fund fees:
1.30%
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Our portfolio
Our investment process aims to avoid harm, benefit stakeholders and contribute to solutions. We're active managers who think carefully about how to drive strong returns, while maximising the ethical impact of our investing. Below are some examples of companies we invest in - click the button to view specific holdings for each Fund.
What we don’t invest in:
We seek to avoid investments that disrespect people, our planet and animals (some examples below). Note that we may still hold these investments in limited situations. Please hover over any ? icons for more details or read our Ethical Investment Policy.
Factory Farming
Fossil Fuel?
Alcohol?
Palm Oil & GMOs?
Weapons?
Adult Entertainment?
Tobacco?
Gambling?
Animal Testing?
Returns
2.8%
1 month
14.9%
1 year
4.8%
3 years
7.1%
p.a. since inception*
Past performance is no guarantee of future returns. We encourage all investors to seek independent financial advice prior to making investment decisions.
To compare fund returns against the fund benchmark visit our Performance and Returns page.
Performance figures as of 31/03/2024, and are after fees before tax
Risk Level
This Fund is suited to an investor with a medium-high tolerance to risk and a minimum timeframe of 8+ years.
Lower Risk
Potentially Lower Returns
Higher Risk
Potentially Higher Returns
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 when the fund was not in existence, and the funds returns since inception. 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 companies and fixed incomes that score highly on environmental, social and governance metrics according to our Ethical Investment Policy.
Diversification
The fund is diversified across asset classes, industries and geographies. We use environmental, social and governance metrics, as well as financial metrics when making investment decisions.
View HoldingsTarget Investment
7.7% Cash & Cash Equivalents
8.8% New Zealand Fixed Interest
11.7% International Fixed Interest
20.6% Australasian Equities
41.5% International Equities
4.7% Listed Property
5.0% Other Assets
Number of Holdings
Approximately 200
Asset Class
Australasian and International Equities, NZ and International Fixed Interest, Listed Property, Private Equities and Credits
Fees
1.30%
Investment Horizon
8+ years
Benchmark
Morningstar® Target Allocation Index™: Growth Multisector for New Zealand (non-New Zealand Fixed Interest 100% hedged to NZD. The index is gross of dividends and tax except for International Equities and International Listed Properties, which are gross of dividends after deducting the tax withheld)
Current Hedging Target
100% of non-NZD Fixed Interest exposure, 50% of other non-NZD exposure
Investor Documents
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