AMP Default Fund

Find an ethical fund »
Not Mindful
Type: Conservative fund
Past Returns: 2.54%

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

Annual Fees: 0.39%

Annual fees, including any membership and % management fee.

The graph below shows the percentage of the fund invested in each of the worst issues of concern to New Zealanders. Below the graph are listed all the companies this fund invests in, by issue of concern.


Fossil Fuel

BHP Group Ltd 0.14%
South32 Ltd 0.05%
Nextera Energy Inc 0.03%
Origin Energy Ltd 0.02%
Agl Energy Ltd 0.02%
Exxon Mobil Corp 0.02%
Total Sa 0.02%
Chevron Corp 0.02%
Royal Dutch Shell Plc-B Shs 0.02%
Bp Plc 0.02%
Woodside Petroleum Ltd 0.02%
Enbridge Inc 0.01%
Santos Finance Ltd - 14/09/2027 0.01%
Bp Capital Markets Plc - 03/07/2026 0.01%
Apt Pipelines Ltd - 22/03/2030 0.01%
Omv Ag 0.01%
Santos Ltd 0.01%
BHP Group Plc 0.01%
Rwe Ag 0.01%

Weapons

Tobacco

British American Tobacco 0.09%

Gambling

Skycity Entertainment Group Lt-Nzx 0.05%
Tabcorp Holdings Ltd 0.01%
Aristocrat Leisure Ltd 0.01%

Alcohol

Lvmh Moet Hennessy Louis Vuitt 0.02%
Diageo Plc 0.01%

GMOs

Novartis Ag 0.07%
Bayer Ag 0.02%

Human Rights & Environmental Violations

BHP Group Ltd 0.14%
Johnson & Johnson 0.09%
Nestle Sa 0.08%
Rio Tinto Ltd 0.07%
Chevron Corp 0.02%
Rio Tinto Plc 0.02%
Royal Dutch Shell Plc-B Shs 0.02%
BHP Group Plc 0.01%
Sempra Energy - 01/02/2023 0.01%
Duke Energy Corp 0.01%

Animal Testing

Procter & Gamble Co/The 0.110%
Johnson & Johnson 0.090%
Nestle Sa 0.080%
Pepsico Inc 0.050%
Kimberly-Clark Corp 0.030%
Glaxosmithkline Plc 0.030%
Coca-Cola Co/The 0.030%
Colgate-Palmolive Co 0.020%
Air Products & Chemicals Inc 0.020%
Lvmh Moet Hennessy Louis Vuitt 0.020%
Chevron Corp 0.020%
Royal Dutch Shell Plc-B Shs 0.020%
Bayer Ag 0.020%
Unilever Nv 0.020%
Estee Lauder Cos Inc/The 0.010%
Unilever Plc 0.010%
Walgreens Boots Alliance Inc 0.010%
Danone Sa 0.010%
Reckitt Benckiser Group Plc 0.010%
Coca-Cola Femsa Sab De Cv - 22/01/2030 0.010%
Bayer US Finance Ii Llc - 15/12/2028 0.010%
British American Tobacco 0.090%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue June 30th 2020 and Mindful Money analysis of funds within those portfolios. 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.

A summary of this fund and its details.

Number FND119
Name AMP Default Fund
Risk profile Conservative fund
Description The fund has a diversified portfolio that primarily invests in lower-risk income assets with a conservative allocation to growth assets. The fund is limited to a growth asset allocation of between 15% and 25%. The fund aims to preserve the value of your investments and achieve modest returns, in exchange there may be small movements up and down in the value of your investments.
Value $1.4B NZD
Members 94,150
Market index description A composite index is calculated using the target investment mix weightings of the underlying market indices that the fund invests into. Additional information about the market index is available on the offer register.
Period of data report Tue June 30th 2020
Fund started Mon Oct. 1st 2007
Three-year average return 2.54%
Market index past year return 3.91%
Past year return net of charges and tax 2.12%
Past year return net of charges gross of tax 2.85%
Market index return since fund started 5.23%
Return since fund started net 3.90%
Total annual fund fees 0.39%
Total performance based fees 0.0%
Manager's basic fee 0.35%
Administration charges 0.04%
Total other charges 23.4
Total other charges currency NZD

Key Personnel

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Tue June 30th 2020.

Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.

Year Market Average Fund Annual Return
2020 1.07% 0.6%
2019 4.40% 3.87%
2018 3.80% 3.15%
2017 4.16% 4.21%
2016 3.52% 2.35%
2015 8.10% 6.73%
2014 3.88% 3.93%
2013 6.92% 4.61%
2012 3.16% 1.9%
2011 5.06% 3.44%

The market average is the average 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 Tue June 30th 2020.

Showing the top 10 investments for this fund:

  • Call Account (Rabobank Advance Account NZD)
    New Zealand Cash and Equivalents A
    3.7%
  • ANZ Bank New Zealand Ltd Bond Maturing 21 Jul 20
    New Zealand NZ Fixed Interest A
    2.22%
  • ANZ Bank New Zealand Ltd Bond Maturing 21 Aug 20
    New Zealand NZ Fixed Interest A
    2.21%
  • ASB Bank Ltd Note Maturing 16 Oct 20
    New Zealand NZ Fixed Interest A
    1.63%
  • Westpac New Zealand Ltd Note Maturing 25 Sep 20
    New Zealand NZ Fixed Interest A
    1.62%
  • Westpac New Zealand Ltd Note Maturing 27 Oct 20
    New Zealand NZ Fixed Interest A
    1.59%
  • Westpac New Zealand Ltd Note Maturing 27 Aug 20
    New Zealand NZ Fixed Interest A
    1.55%
  • Westpac New Zealand Ltd Bond Maturing 26 Nov 20
    New Zealand NZ Fixed Interest A
    1.54%
  • Westpac New Zealand Ltd Note Maturing 12 Aug 20
    New Zealand NZ Fixed Interest A
    1.41%
  • Westpac New Zealand Ltd Note Maturing 11 Sep 20
    New Zealand NZ Fixed Interest A
    1.41%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register 30 June 2020 .

How the money in this fund is invested against the fund's targets.

Target

Actual


Type Target Actual
Cash and Cash Equivalents 45.0% 46.25%
New Zealand Fixed Interest 17.5% 18.11%
International Fixed Interest 17.5% 15.97%
Australasian Equities 7.0% 7.19%
International Equities 13.0% 12.48%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2020 .

Does this fund have a policy to exclude any industries from its investments? The first column shows if the fund has a policy to exclude the issue. The second column shows if there are any current investments (source: Mindful Money research).

The Fund may have investments that are not consistent with their exclusions policy because they are still in the process of implementing their policy.

  • Issue of concern
    Does this fund say it excludes this?
    Actual holdings
  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    0.11%
  • Animal Testing:
    0.93%
  • Fossil Fuels:
    0.90%
  • Gambling:
    0.10%
  • GMOs:
    0.14%
  • Human Rights & Environmental Violations:
    0.55%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.09%
  • Weapons:
    0.04%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue June 30th 2020 and Mindful Money analysis of funds within those portfolios. 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.

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.

Note that 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.

In their own words: "The fund has a diversified portfolio that primarily invests in lower-risk income assets with a conservative allocation to growth assets. The fund is limited to a growth asset allocation of between 15% and 25%. The fund aims to preserve the value of your investments and achieve modest returns, in exchange there may be small movements up and down in the value of your investments."

Download the fund's disclosure statement and portfolio holdings.

Latest news

You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital invested. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

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.