Research identified investments in companies of concern and positive outcome companies inside this fund
Companies of concern
High compared to other Managed aggressive funds
12.67% of this fund is invested in 53 companies of concern in these categories
Positive outcome companies
High compared to other Managed aggressive funds
5.74% of this fund is invested in 17 positive outcome companies in these categories
Companies of Concern
53 companies within 5 concerns
12.67% of this fund is invested in these 53 companies of concern whose activities cause serious harm to people or the planet, as per the criteria in Mindful Money's methodology.
-
Animal Cruelty
1.19% of fund
-
L'Oréal SA0.37%
-
Ecolab Inc.0.34%
-
Entegris, Inc.0.21%
-
-
Environmental Harm
0.32% of fund
-
Mowi Asa0.25%
-
The Coca-Cola Company0.07%
-
-
Fossil Fuels
1.76% of fund
-
Baker Hughes0.59%
-
Caterpillar0.49%
-
Edp-Energias De Portugal SA0.29%
-
-
Human Rights Violations
7.25% of fund
-
Tesla1.75%
-
Meta Platforms, Inc.1.57%
-
Johnson & Johnson1.12%
-
-
Weapons
2.68% of fund
-
Walmart, Inc.0.90%
-
GE Aerospace0.59%
-
W. W. Grainger0.36%
-
Fund provider response
The Fund screens out companies with material business involvement in controversial weapons, civilian firearms, thermal coal, oil & gas, tobacco, alcohol, gambling and adult entertainment product categories, while also screening companies with severe ESG controversies or violations of the UN Global Compact principles. It targets reductions in carbon emissions and an uplift in those demonstrating preparedness for the risks posed by climate change.
About this information
This data is compiled by Mindful Money from the fund information and portfolios that each Managed fund has filed with the Disclose register for 31st March 2026 and Mindful Money analysis of funds within those portfolios.
The categories of concern and positive outcomes are based on definitions used in Mindful Money’s Methodology. These definitions may be different from the exclusions policy and definitions applied by the fund provider.
Lists of companies of concern and positive outcome companies have been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.
Please note that companies may breach more than one of these areas of concern or bring about more than one positive outcome.
Mindful Money uses the term Mindful Fund as our standard for ethical investment and responsible investment. This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers.