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 the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
Where a company is complicit in its products or services enabling violations of the Geneva Convention and infringement of the rights of individuals in war or conflict situations.
Has developed AI-based predictive policing systems. These are sold to Israeli security forces and used in surveillance of Palestinian in occupied Palestinian territories. The systems were originally designed for US immigration authorities and are used in the US to target immigrants and manage raids.
Where companies are involved in significant harm to individuals or communities, through the unsafe nature of their products or delivery of services and inadequate response to evidence of harm.
The world’s largest social network (Facebook, Instagram, Messenger, WhatsApp). Company has faced claims and legal actions due to mental health harm (notably to young people), breaches of user privacy / data rights, and the spread of misinformation. Inadequate moderating in non-English speaking countries (e.g. Myanmar) allowed the platform to be used to incite ethnic violence. Removal of content moderation from strt of 2025 increases risk of social and political harm.
Where companies are involved in the manufacturing or retail of controversial weapons (e.g., landmines and cluster munitions) or components or services thereof.
Where companies derive revenue from the manufacturing of weapons or weapon components and services to the defence industry. We do not include non-weapons-related military support.
Where companies are involved in the manufacturing or sale of nuclear weapons or components or services thereof.
The Fund provides access to a global share portfolio that offers thematic exposure to disruptive innovation across a number of sectors, and geographies.
| Value | $31.8M NZD |
| Period of data report | 31st March 2025 |
| Members | 893 |
| Fund started | 20th Nov. 2020 |
| Total annual fund fees | 1.25% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 1.25% |
| Other management and administration charges | 0.0% |
| Total other charges | 30.0 |
| Total other charges currency | NZD |
|
Alan Clarke |
Currently: Portfolio Manager, Diversified Funds & External Managers and member of the Investment Committee (1 years, 6 months)
|
|
Stuart Williams |
Currently: Managing Director and Chair of Investment Committee (2 years, 0 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.
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 |
|---|---|---|
| 2025 | 4.37% | 8.95% |
| 2024 | 16.75% | 33.89% |
| 2023 | -4.84% | -35.59% |
| 2022 | 3.55% | -40.84% |
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 March 2025.
Tesla Motors Inc
United States International Equities
Palantir Technologies Inc
United States International Equities
Roblox Corp
United States International Equities
Roku Inc
United States International Equities
Coinbase Global Inc
United States International Equities
Robinhood Markets Inc
United States International Equities
Shopify Inc
Canada International Equities
Tempus Ai Inc
United States International Equities
Meta Platforms Inc
United States International Equities
Amazon Com Inc
United States International Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 3.01% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 0.0% | 0.0% |
| International Equities | 100.0% | 96.99% |
| Listed Properties | 0.0% | 0.0% |
| 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 March 2025.
This data is compiled by Mindful Money from the fund information and portfolios
that each
KiwiSaver
fund has
filed with the Disclose register to 31st March 2025 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 the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
Where a company is complicit in its products or services enabling violations of the Geneva Convention and infringement of the rights of individuals in war or conflict situations.
Has developed AI-based predictive policing systems. These are sold to Israeli security forces and used in surveillance of Palestinian in occupied Palestinian territories. The systems were originally designed for US immigration authorities and are used in the US to target immigrants and manage raids.
Where companies are involved in significant harm to individuals or communities, through the unsafe nature of their products or delivery of services and inadequate response to evidence of harm.
The world’s largest social network (Facebook, Instagram, Messenger, WhatsApp). Company has faced claims and legal actions due to mental health harm (notably to young people), breaches of user privacy / data rights, and the spread of misinformation. Inadequate moderating in non-English speaking countries (e.g. Myanmar) allowed the platform to be used to incite ethnic violence. Removal of content moderation from strt of 2025 increases risk of social and political harm.
Where companies are involved in the manufacturing or retail of controversial weapons (e.g., landmines and cluster munitions) or components or services thereof.
Where companies derive revenue from the manufacturing of weapons or weapon components and services to the defence industry. We do not include non-weapons-related military support.
Where companies are involved in the manufacturing or sale of nuclear weapons or components or services thereof.
The Fund provides access to a global share portfolio that offers thematic exposure to disruptive innovation across a number of sectors, and geographies.
| Value | $31.8M NZD |
| Period of data report | 31st March 2025 |
| Members | 893 |
| Fund started | 20th Nov. 2020 |
| Total annual fund fees | 1.25% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 1.25% |
| Other management and administration charges | 0.0% |
| Total other charges | 30.0 |
| Total other charges currency | NZD |
|
Alan Clarke |
Currently: Portfolio Manager, Diversified Funds & External Managers and member of the Investment Committee (1 years, 6 months)
|
|
Stuart Williams |
Currently: Managing Director and Chair of Investment Committee (2 years, 0 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.
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 |
|---|---|---|
| 2025 | 4.37% | 8.95% |
| 2024 | 16.75% | 33.89% |
| 2023 | -4.84% | -35.59% |
| 2022 | 3.55% | -40.84% |
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 March 2025.
Tesla Motors Inc
United States International Equities
Palantir Technologies Inc
United States International Equities
Roblox Corp
United States International Equities
Roku Inc
United States International Equities
Coinbase Global Inc
United States International Equities
Robinhood Markets Inc
United States International Equities
Shopify Inc
Canada International Equities
Tempus Ai Inc
United States International Equities
Meta Platforms Inc
United States International Equities
Amazon Com Inc
United States International Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 3.01% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 0.0% | 0.0% |
| International Equities | 100.0% | 96.99% |
| Listed Properties | 0.0% | 0.0% |
| 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 March 2025.
