Where a company has multiple ethical concerns, the total concerns percentage counts this investment once.
The average total concerns of all funds of the same risk profile is weighted by the funds' investment values.
The average total concerns of all KiwiSaver aggressive funds is 10.67%.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
One of the world's largest mining companies, headquartered in Australia with operations globally. In 2015 Samarco (a BHP joint venture with Vale SA) caused the Mariana dam disaster releasing huge quantities of heavy metal waste into the Doce River basin. This is the largest pollution incident ever recorded and devastated communities and the ecosystem. BHP also mines thermal coal. While it sold some coal mines, it will continue to operate the Mt Arthur mine in New South Wales until 2030.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
One of the world's largest mining companies, headquartered in Australia with operations globally. In 2015 Samarco (a BHP joint venture with Vale SA) caused the Mariana dam disaster releasing huge quantities of heavy metal waste into the Doce River basin. This is the largest pollution incident ever recorded and devastated communities and the ecosystem. BHP also mines thermal coal. While it sold some coal mines, it will continue to operate the Mt Arthur mine in New South Wales until 2030.
Provides exposure to a portfolio of actively managed New Zealand and Australian listed equities. The underlying fund is a high conviction fund where the portfolio will consist of companies Harbour have researched and have a high belief will perform over the medium to longer-term
| Value | $1.96M NZD |
| Period of data report | 31st Dec. 2024 |
| Members | 107 |
| Fund started | 5th Oct. 2020 |
| Total annual fund fees | 1.2% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.87% |
| Other management and administration charges | 0.33% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Mike Heath |
Currently: Investment Committee Member (4 years, 9 months)
|
|
Anthony Edmonds |
Currently: Investment Committee Member (4 years, 9 months)
|
|
Anthony Sowerby |
Currently: Investment Committee Member (4 years, 9 months)
|
|
Jason Choy |
Currently: Investment Committee Member (2 years, 5 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
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 |
|---|---|---|
| 2024 | 14.19% | 10.56% |
| 2023 | -4.84% | -11.91% |
| 2022 | 3.55% | 4.9% |
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 31st Dec. 2024.
Harbour Australasian Equity Focus Fund
New Zealand Australasian Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 5.0% | 2.18% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 95.0% | 93.06% |
| International Equities | 0.0% | 0.0% |
| Listed Properties | 0.0% | 4.76% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
How the money in this fund is invested by asset type.
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
This data is compiled by Mindful Money from the fund information and portfolios
that each
KiwiSaver
fund has
filed with the Disclose register to 30th Sept. 2024 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, Sustainalytics and research organisations.
Please note that companies may breach more than one of these areas of
concern.
The listing of companies of concern is 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.
Mindful Money uses the term Mindful Funds 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.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
One of the world's largest mining companies, headquartered in Australia with operations globally. In 2015 Samarco (a BHP joint venture with Vale SA) caused the Mariana dam disaster releasing huge quantities of heavy metal waste into the Doce River basin. This is the largest pollution incident ever recorded and devastated communities and the ecosystem. BHP also mines thermal coal. While it sold some coal mines, it will continue to operate the Mt Arthur mine in New South Wales until 2030.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
One of the world's largest mining companies, headquartered in Australia with operations globally. In 2015 Samarco (a BHP joint venture with Vale SA) caused the Mariana dam disaster releasing huge quantities of heavy metal waste into the Doce River basin. This is the largest pollution incident ever recorded and devastated communities and the ecosystem. BHP also mines thermal coal. While it sold some coal mines, it will continue to operate the Mt Arthur mine in New South Wales until 2030.
Provides exposure to a portfolio of actively managed New Zealand and Australian listed equities. The underlying fund is a high conviction fund where the portfolio will consist of companies Harbour have researched and have a high belief will perform over the medium to longer-term
| Value | $1.96M NZD |
| Period of data report | 31st Dec. 2024 |
| Members | 107 |
| Fund started | 5th Oct. 2020 |
| Total annual fund fees | 1.2% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.87% |
| Other management and administration charges | 0.33% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Mike Heath |
Currently: Investment Committee Member (4 years, 9 months)
|
|
Anthony Edmonds |
Currently: Investment Committee Member (4 years, 9 months)
|
|
Anthony Sowerby |
Currently: Investment Committee Member (4 years, 9 months)
|
|
Jason Choy |
Currently: Investment Committee Member (2 years, 5 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
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 |
|---|---|---|
| 2024 | 14.19% | 10.56% |
| 2023 | -4.84% | -11.91% |
| 2022 | 3.55% | 4.9% |
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 31st Dec. 2024.
Harbour Australasian Equity Focus Fund
New Zealand Australasian Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 5.0% | 2.18% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 95.0% | 93.06% |
| International Equities | 0.0% | 0.0% |
| Listed Properties | 0.0% | 4.76% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
How the money in this fund is invested by asset type.
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
