Supereasy Aggressive Fund

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Not Mindful
Type: Aggressive fund
Past Returns: 4.87%

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

Annual Fees: 0.55%

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

Alliant Energy Corp 0.01%
Ameren Corp 0.02%
American Electric Power Co Inc 0.05%
Anglo American PLC 0.02%
BHP Group Ltd 0.06%
BHP Group PLC 0.04%
BP PLC 0.11%
Canadian Natural Resources Ltd 0.01%
Chevron Corp 0.19%
China Petroleum & Chemical-H 0.01%
Clp Holdings Ltd 0.01%
Cms Energy Corp 0.02%
Cnooc Ltd 0.02%
Conocophillips 0.03%
Dominion Energy Inc 0.08%
Dte Energy Co 0.02%
Enbridge Inc 0.07%
Engie SA 0.02%
Eni Spa 0.03%
Eog Resources Inc 0.02%
Evergy Inc 0.02%
Exxon Mobil Corp 0.20%
Firstenergy Corp 0.03%
Gazprom PJSC 0.03%
Glencore PLC 0.02%
Kinder Morgan Inc/De 0.03%
Lukoil PJSC 0.03%
Lyondellbasell Industries Nv 0.01%
Marathon Petroleum Corp 0.02%
Neste Oyj 0.02%
Nextera Energy Inc 0.16%
Novatek PJSC 0.01%
Occidental Petroleum Corp 0.01%
Petrobras - Petroleo Bras 0.01%
Petrobras - Petroleo Bras-Pr 0.01%
Phillips 66 0.03%
Pioneer Natural Resources Co 0.01%
Repsol SA 0.01%
Royal Dutch Shell PLC-A Shs 0.10%
Royal Dutch Shell PLC-B Shs 0.07%
Rwe AG 0.02%
Suncor Energy Inc 0.02%
Tatneft Pao 0.01%
Total SA 0.12%
Valero Energy Corp 0.02%
Wec Energy Group Inc 0.03%
Williams Cos Inc/The 0.02%
Woodside Petroleum Ltd 0.01%
Xcel Energy Inc 0.04%

Weapons

Transdigm Group Inc 0.02%

Gambling

Galaxy Entertainment Group Ltd 0.01%
Las Vegas Sands Corp 0.01%
Sands China Ltd 0.01%
Skycity Entertainment Group Lt 0.26%

Alcohol

Ambev SA 0.01%
Anheuser-Busch Inbev SA/Nv 0.04%
Asahi Group Holdings Ltd 0.01%
Brown-Forman Corp 0.02%
Carlsberg A/S 0.01%
Constellation Brands Inc 0.03%
Diageo PLC 0.10%
Heineken Nv 0.02%
Kirin Holdings Co Ltd 0.02%
Kweichow Moutai Co Ltd 0.01%
LVMH Moet Hennessy Louis Vuitt 0.13%
Pernod Ricard SA 0.03%

Palm Oil

Posco 0.01%

GMOs

Basf Se 0.05%
Bayer AG 0.07%
Dupont De Nemours Inc 0.03%
Novartis AG 0.23%
Nutrien Ltd 0.02%

Human Rights & Environmental Violations

Archer-Daniels-Midland Co 0.02%
Barrick Gold Corp-Tse 0.03%
BHP Group Ltd 0.06%
BHP Group PLC 0.04%
Chevron Corp 0.18%
Duke Energy Corp 0.08%
Glencore PLC 0.02%
Johnson & Johnson 0.45%
Mmc Norilsk Nickel PJSC-Lon 0.02%
Nestle SA 0.42%
Nutrien Ltd 0.02%
Posco 0.01%
Rio Tinto Ltd 0.02%
Rio Tinto PLC 0.07%
Royal Dutch Shell PLC-A Shs 0.10%
Royal Dutch Shell PLC-B Shs 0.07%
Sempra Energy 0.04%
Vale SA 0.03%

Animal Testing

Air Liquide SA 0.070%
Air Products & Chemicals Inc 0.050%
Akzo Nobel Nv 0.020%
Archer-Daniels-Midland Co 0.020%
Basf Se 0.050%
Bayer AG 0.070%
Chevron Corp 0.190%
Church & Dwight Co Inc 0.020%
Clorox Co/The 0.020%
Coca-Cola Co/The 0.240%
Colgate-Palmolive Co 0.060%
Danone SA 0.040%
Ecolab Inc 0.050%
Estee Lauder Cos Inc/The 0.040%
General Mills Inc 0.040%
Givaudan SA 0.030%
Glaxosmithkline PLC 0.120%
Henkel AG & Co Kgaa Vorzug 0.020%
Johnson & Johnson 0.460%
Kimberly-Clark Corp 0.050%
Koninklijke Dsm Nv 0.020%
Kraft Heinz Co/The 0.020%
L'Oreal SA 0.080%
LVMH Moet Hennessy Louis Vuitt 0.130%
Nestle SA 0.420%
Pepsico Inc 0.230%
PPG Industries Inc 0.020%
Procter & Gamble Co/The 0.380%
Reckitt Benckiser Group PLC 0.070%
Royal Dutch Shell PLC-A Shs 0.100%
Royal Dutch Shell PLC-B Shs 0.070%
Shiseido Co Ltd 0.020%
Symrise AG 0.010%
Tesco PLC 0.030%
Unilever Nv 0.100%
Unilever PLC 0.070%
Walgreens Boots Alliance Inc 0.040%

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 March 31st 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.

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 -7.41% -3.29%
2019 10.11% 10.0%
2018 6.68% 7.9%
2017 11.18% 8.85%
2016 4.51% 3.95%
2015 15.30% 18.35%
2014 10.31% 12.71%
2013 13.23% 10.61%
2012 -5.15% -4.31%
2011 7.61% 5.44%

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 March 31st 2020.

Showing the top 10 investments for this fund:

  • AMP Global Index Shares - Nwin
    New Zealand International Equities
    45.54%
  • AMP NZ Shares Index Fund - Aif Pe
    New Zealand Australasian Equities
    20.34%
  • AMP Hedged Global Index Shares - Aif Hpi
    New Zealand International Equities
    9.0%
  • AMP Australasian Property Fund - Aifp
    New Zealand Listed Property
    8.7%
  • AMP SRI Global - Aifr
    New Zealand International Equities
    5.61%
  • AMP Hedged Global Fixed Interest Fund - Aif Pq
    New Zealand International Fixed Interest
    5.11%
  • ANZ Wholesale Cash Fund
    New Zealand Cash and Cash Equivalents
    2.37%
  • ANZ High Grade Bond Fund
    New Zealand New Zealand Fixed Interest
    1.8%
  • ANZ Sovereign Bond Fund
    New Zealand New Zealand Fixed Interest
    1.53%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register Tue March 31st 2020.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 2.0% 2.37%
New Zealand Fixed Interest 3.0% 3.32%
International Fixed Interest 5.0% 5.11%
Australasian Equities 20.0% 20.34%
International Equities 60.0% 60.16%
Listed Properties 10.0% 8.7%
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 Tue March 31st 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:
    0.57%
  • Animal Testing:
    3.90%
  • Fossil Fuels:
    2.72%
  • Gambling:
    0.38%
  • GMOs:
    0.45%
  • Human Rights & Environmental Violations:
    1.86%
  • Palm Oil:
    0.06%
  • Tobacco:
    0.00%
  • Weapons:
    0.10%

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 March 31st 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 Aggressive Fund target asset allocations are 90% in growth assets and 10% in income assets. Its objective is to achieve a high level of real returns over the medium to long term primarily through investment in equities, accepting that the returns may be subject to significant short term variations."

Value $14M NZD
Period of data report Tue March 31st 2020
Members 451
Fund started Sun July 1st 2007
Total annual fund fees 0.55%
Total performance based fees 0.0%
Manager's basic fee 0.5%
Administration charges 0.05%
Total other charges 54.0
Total other charges currency NZD

Key Personnel

Basil Morrison

Currently: LGST Chairman (8 years, 10 months)
Previously: (None years, None months)

Graeme Mitchell

Currently: Licensed Independent Trustee (7 years, 7 months)
Previously: (None years, None months)

Ian Brown

Currently: Chief Executive Officer (Civic Financial Services) (3 years, 1 months)
Previously: Superannuation Mgr (Civic Financial Services) (12 years, 3 months)

Glenn Watkin

Currently: Chief Financial Officer (Civic Financial Services) (1 years, 2 months)
Previously: Investment Accountant (Civic Financial Services) (6 years, 5 months)

Chathuri Mendis

Currently: Investment Accountant (Civic Financial Services) (1 years, 2 months)
Previously: Junior Accountant (Civic Financial Services) (1 years, 10 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Tue March 31st 2020.

Downloads

Download the fund's disclosure statement and portfolio holdings.

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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.