Christian KiwiSaver Scheme
Christian KiwiSaver Growth Fund

In their own words: "The Growth Fund invests mainly in growth assets such as equities and alternative assets. It has a small exposure to fixed interest, mortgages and cash. It is designed to have a medium to high risk profile and to appeal to members with a long term investment horizon."

At a glance:

Mindful Fund
Type: Growth fund
Past Returns: 8.04%

Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.

Annual Fees: 1.6%

Annual fees, including membership and % management fee, assuming $10,000 investment.

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More information:

A summary of this fund and it's details.

Number FND956
Name Christian KiwiSaver Growth Fund
Risk profile Growth fund
Description The Growth Fund invests mainly in growth assets such as equities and alternative assets. It has a small exposure to fixed interest, mortgages and cash. It is designed to have a medium to high risk profile and to appeal to members with a long term investment horizon.
Value $11M NZD
Members 636
Market index description The market index annual return is based on a composite index comprising a mix of benchmark indices. More information on the benchmark indices used for each asset class is contained in the Statement of Investment Policies and Objectives (SIPO), a copy of which is available from www.christiankiwisaver.nz or on the Scheme Register at www.business.govt.nz/disclose under Christian KiwiSaver Scheme.
Disclosure Statement Period Thu July 5th 2018
Fund started Sat July 21st 2007
Three-year average return 8.04%
Market index past year return 9.13%
Past year return net charges and tax 4.61
Past year return net of charges gross of tax 5.42
Market index return since fund started 10.76%
Return since fund started net 7.54%
Total annual fund fees 1.6
Total performance based fees 0.0
Manager's basic fee 1.6
Administration charges 0.0
Total other charges 0.0
Total other charges currency NZD

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31 March 2019.

The past annual returns for this fund. Please note that higher past returns do not always mean higher future returns.

Year Market Index Fund Annual Return
2019 6.87% 9.3%
2018 7.63% 4.61%
2017 8.87% 10.2%
2016 3.62% 4.05%
2015 13.73% 11.01%
2014 8.43% 7.15%
2013 12.00% 9.62%
2012 -1.50% -3.7%
2011 6.13% 6.48%
2010 23.64% 18.0%

The market index is the average NZ KiwiSaver return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31 March 2019.

Showing the top 10 investments for this fund:

  • Pimco Global Bond Esg Fund
    Ireland International Fixed Interest
    6.08%
  • Legg Mason Brandywine Gofi
    Ireland International Fixed Interest
    1.98%
  • Crown Global Opportunities Vi Plc Fund
    United States Other
    1.96%
  • Hawkes Bay Forest and Land
    New Zealand Other
    1.8%
  • Pimco Gis Global Bond Fund
    Ireland International Fixed Interest
    1.76%
  • Pencarrow Iv Investment Fund Lp
    New Zealand Other
    1.51%
  • Direct Capital V Lp
    New Zealand Other
    0.89%
  • Apple Computer
    United States International Equities
    0.84%
  • Fisher & Paykel Healthcare
    New Zealand Australasian Equities
    0.68%
  • Microsoft
    United States International Equities
    0.67%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31 March 2019.

How the money in this fund is invested.

Type Target Actual
Cash and Cash Equivalents 5.0% 10.46%
New Zealand Fixed Interest 10.0% 8.0%
International Fixed Interest 10.0% 12.0%
Australasian Equities 25.0% 23.34%
International Equities 40.0% 38.12%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Unknown None% 0.0%
Other 10.0% 8.08%
Commodities 0.0% 0.0%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31 March 2019.

Key Personnel

  • Garry Gould

    Currently: Investment Manager (6 years, 11 months)
    Previously: Investment Consultant to The New Zealand Anglican Church Pension Board (21 years, None months)

  • Ian Millard Qc

    Currently: Chair of Investment Committee (31 years, 3 months)
    Previously: (None years, None months)

  • Manher Sukha

    Currently: Investment Manager (3 years, 10 months)
    Previously: (None years, None months)

  • Mark Wilcox

    Currently: Chief Executive (4 years, 5 months)
    Previously: Chief Financial Officer, The Co-operative Bank (4 years, None months)

  • Simon Brodie

    Currently: Chief Investment Officer / Investment Consultant (6 years, 11 months)
    Previously: Portfolio Management / Strategy, Tower Asset Management (23 years, None months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31 March 2019.

The known proportion of this fund invested in the areas of concern that we track. The Fund may have investments that are not consistent with their exclusions policy because of timing issues or because there are companies of concern in indirect investments.

  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    1.29%
  • Animal Testing:
    3.67%
  • Fossil Fuels:
    3.58%
  • Gambling:
    0.00%
  • GMOs:
    0.90%
  • Human Rights & Environmental Violations:
    2.69%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.00%
  • Weapons:
    0.00%

This data has been compiled by Mindful Money from the portfolios that each KiwiSaver fund has filed with the Disclose register to 31 March 2019 and Mindful Money analysis of funds within those portfolio. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund and research organisations.

Does this fund have a policy to exclude any industries from its investments?

  • Adult Entertainment/Pornography:
  • Alcohol:
  • Animal Testing:
  • Fossil Fuels:
  • Gambling:
  • GMOs:
  • Human Rights & Environmental Violations:
  • Palm Oil:
  • Tobacco:
  • Weapons:

This data is compiled from Mindful Money analysis of Fund websites. Note that the Fund’s intended exclusions may not be consistent with the analysis of the portfolio because of timing issues or because there are companies of concern in indirect investments by the Fund.

Many KiwiSaver funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons.

Download the fund's disclosure statement and portfolio holdings.

This information has been sourced from the six monthly data that each KiwiSaver fund has filed with Disclose register to 31 March 2019.

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Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.