Issues of concern

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.

Key:

  • Human Rights Violations
  • Environmental Harm
  • Animal Cruelty
  • Weapons
  • Fossil Fuels
  • Social Harm

Companies of concern

    • Meta Platforms Inc-Class A 0.32%
    • Johnson & Johnson 0.26%
    • Rio Tinto Ltd 0.13%
    • Thermo Fisher Scientific Inc 0.10%
    • Wells Fargo & Co 0.10%
    • Raytheon Technologies Corp 0.08%
    • Glencore PLC 0.06%
    • Motorola Solutions Inc 0.06%
    • Caterpillar Inc 0.05%
    • Rio Tinto PLC 0.05%
    • Activision Blizzard Inc 0.03%
    • Li Ning Co Ltd 0.02%
    • Thermo Fisher Scientific 0.02%
    • Uber Technologies Inc 0.02%
    • Caterpillar Finl Service 0.01%
    • China Petroleum & Chemical-A 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Credit Suisse Group AG 0.01%
    • Petrochina Co Ltd-A 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • BHP Group Ltd 0.64% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Shell PLC 0.21% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Duke Energy Corp 0.18%
    • Pg&E Corp 0.09%
    • Glencore PLC 0.06%
    • Newcrest Mining Ltd 0.06%
    • Bayer AG-Reg 0.05%
    • Corteva Inc 0.05%
    • Archer-Daniels-Midland Co 0.04%
    • Basf Se 0.04%
    • Vale SA 0.04%
    • Freeport-Mcmoran Inc 0.03%
    • Fmc Corp 0.02%
    • Bunge Ltd 0.01%
    • Exxon Mobil Corp 0.26% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Procter & Gamble Co/The 0.22%
    • Shell PLC 0.21% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • LVMH Moet Hennessy Vuitt 0.18%
    • Chevron Corp 0.16% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Unilever PLC 0.14%
    • L'Oreal 0.09%
    • Reliance Industries Ltd 0.09% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Philip Morris International 0.08%
    • Air Liquide SA 0.07%
    • Hermes International 0.07%
    • British American Tobacco Holdings (The Netherlands) Bv 0.06%
    • LVMH Moet Hennessy Louis Vui 0.06%
    • Shin-Etsu Chemical Co Ltd 0.06%
    • Bayer AG-Reg 0.05%
    • Corteva Inc 0.05%
    • Kering 0.05%
    • 3M Co 0.04%
    • Altria Group Inc 0.04%
    • Basf Se 0.04%
    • Colgate-Palmolive Co 0.04%
    • Orica Ltd 0.04%
    • Church & Dwight Co Inc 0.03%
    • Ecolab Inc 0.03%
    • Eni Spa 0.03% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Givaudan-Reg 0.03%
    • Hindustan Unilever Ltd 0.03%
    • Intl Flavors & Fragrances 0.03%
    • Kimberly-Clark Corp 0.03%
    • Koninklijke Ahold Delhaize N 0.03%
    • L'Oreal SA 0.03%
    • Albemarle Corp 0.02%
    • Dow Inc 0.02%
    • Dupont De Nemours Inc 0.02%
    • Estee Lauder Companies-Cl A 0.02%
    • Fmc Corp 0.02%
    • Kao Corp 0.02%
    • Moncler Spa 0.02%
    • Otsuka Holdings Co Ltd 0.02%
    • PPG Industries Inc 0.02%
    • Rentokil Initial PLC 0.02%
    • Sherwin-Williams Co/The 0.02%
    • Shiseido Co Ltd 0.02%
    • Symrise AG 0.02%
    • The Clorox Co. 0.02%
    • Tyson Foods Inc-Cl A 0.02%
    • Unicharm Corp 0.02%
    • Akzo Nobel N.V. 0.01%
    • Asian Paints Ltd 0.01%
    • Beiersdorf AG 0.01%
    • Burberry Group PLC 0.01%
    • Celanese Corp 0.01%
    • China Petroleum & Chemical-A 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Croda International PLC 0.01%
    • Eastman Chemical Co 0.01%
    • Entegris Inc 0.01%
    • Formosa Plastics Corp 0.01%
    • Henkel AG & Co Kgaa Vor-Pref 0.01%
    • Hormel Foods Corp 0.01%
    • Itc Ltd 0.01%
    • Kikkoman Corp 0.01%
    • Mosaic Co 0.01%
    • Nan Ya Plastics Corp 0.01%
    • Sherwin-Williams Co 0.01%
    • Walmart Inc 0.13%
    • Raytheon Technologies Corp 0.08%
    • Honeywell International Inc 0.07%
    • Airbus Se 0.06%
    • Boeing Co/The 0.06%
    • Lockheed Martin Corp. 0.06%
    • Amphenol Corp 0.05%
    • Northrop Grumman Corp 0.04%
    • Safran SA 0.04%
    • Bae Systems PLC 0.03%
    • General Dynamics Corp. 0.03%
    • Transdigm Inc 0.03%
    • Howmet Aerospace Inc 0.02%
    • Jacobs Solutions Inc 0.02%
    • L3Harris Technologies Inc 0.02%
    • Larsen & Toubro Ltd 0.02%
    • Rolls-Royce Holdings PLC 0.02%
    • Teledyne Technologies Inc 0.02%
    • Textron, Inc. 0.02%
    • Transdigm Group Inc 0.02%
    • Booz Allen Hamilton Holdings 0.01%
    • Heico Corp. 0.01%
    • Leidos Holdings Inc 0.01%
    • Mtu Aero Engines AG 0.01%
    • Rheinmetall AG 0.01%
    • Thales SA 0.01%
    • Contact Energy Ltd 0.67% 1.5°C
      This company is on a 1.5°C pathway
    • BHP Group Ltd 0.64% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Nextera Energy Inc 0.36%
    • Genesis Energy Ltd 0.27%
    • Exxon Mobil Corp 0.26% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Shell PLC 0.21% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Duke Energy Corp 0.18%
    • Southern Co/The 0.18%
    • Woodside Energy Group Ltd 0.18% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Chevron Corp 0.16% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Enbridge Inc 0.16% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • National Grid PLC 0.15% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Sempra Energy 0.12% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • American Electric Power 0.11%
    • Dominion Energy Inc 0.11%
    • Totalenergies Se 0.11% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Cheniere Energy Inc 0.10% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Consolidated Edison Inc 0.10%
    • Williams Cos Inc 0.10% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • BP PLC 0.09% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Pg&E Corp 0.09%
    • Reliance Industries Ltd 0.09% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Wec Energy Group Inc 0.09%
    • Xcel Energy Inc 0.09%
    • Iberdrola SA 0.08% 1.5°C
      This company is on a 1.5°C pathway
    • Kinder Morgan Inc 0.08% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Oneok Inc 0.08%
    • Public Service Enterpris 0.08%
    • Tc Energy Corp 0.08% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Conocophillips 0.07% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Ameren Corp 0.06%
    • Entergy Corp 0.06%
    • Glencore PLC 0.06%
    • Ppl Corp 0.06%
    • Santos Ltd 0.06% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • South32 Ltd 0.06%
    • Ampol Ltd 0.05%
    • Atmos Energy Corp 0.05%
    • Cms Energy Corp 0.05%
    • Enel Spa 0.05% 1.5°C
      This company is on a 1.5°C pathway
    • Itochu Corp 0.05% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Mitsubishi Corp 0.05% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Mitsui & Co Ltd 0.05% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Targa Resources Corp 0.05%
    • Washington H. Soul Pattinson 0.05%
    • Alliant Energy Corp 0.04%
    • Apa Group 0.04% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Devon Energy Corp 0.04% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Eog Resources Inc 0.04% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Evergy Inc 0.04%
    • Fortis Inc 0.04% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Hess Corp 0.04% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Orica Ltd 0.04%
    • Pembina Pipeline Corp 0.04% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Total SA 0.04%
    • Vale SA 0.04%
    • Whitehaven Coal Ltd 0.04%
    • Agl Energy Ltd 0.03%
    • Clp Holdings Ltd 0.03%
    • Constellation Energy 0.03%
    • Diamondback Energy Inc 0.03% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Eni Spa 0.03% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Equinor Asa-Spon Adr 0.03% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Halliburton Co 0.03%
    • Marathon Petroleum Corp 0.03%
    • Nisource Inc 0.03%
    • Origin Energy Ltd 0.03% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Petroleo Brasileiro-Spon Adr 0.03% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Pioneer Natural Resource 0.03% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Saudi Arabian Oil Co 0.03% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Snam Spa 0.03% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Valero Energy Corp 0.03%
    • Centrica PLC 0.02%
    • Coterra Energy Inc 0.02% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Delta Air Lines Inc 0.02%
    • Dte Energy Co 0.02%
    • E.On Se 0.02%
    • Emera Inc 0.02%
    • Engie SA 0.02% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Hong Kong & China Gas 0.02% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Kansai Electric Power Co Inc 0.02%
    • Marathon Oil Corp 0.02% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Marubeni Corp 0.02% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Neste Oyj 0.02%
    • Nippon Steel Corp 0.02%
    • Occidental Petroleum Cor 0.02% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Oge Energy Corp 0.02%
    • Phillips 66 0.02%
    • Pinnacle West Capital 0.02%
    • Power Assets Holdings Ltd 0.02%
    • Repsol SA 0.02% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Rwe AG 0.02%
    • Sumitomo Corp 0.02% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Tokyo Gas Co Ltd 0.02% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Aes Corp/The 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Apa Corp 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Arcelormittal 0.01%
    • Black Hills Corp 0.01%
    • Canadian Natural Resources 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • China Petroleum & Chemical-A 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Ck Hutchison Holdings Ltd 0.01%
    • Edp-Energias De Portugal SA 0.01% 1.5°C
      This company is on a 1.5°C pathway
    • Enagas SA 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Eneos Holdings Inc 0.01%
    • Eqt Corp 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Idacorp Inc 0.01%
    • Loews Corp 0.01%
    • Naturgy Energy Group SA 0.01%
    • New Hope Corp Ltd 0.01%
    • Nippon Yusen Kk 0.01%
    • Orsted A/S 0.01% 1.5°C
      This company is on a 1.5°C pathway
    • Osaka Gas Co Ltd 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Petrochina Co Ltd-A 0.01% !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
    • Posco Holdings Inc 0.01%
    • Weg SA 0.01%
    • Westinghouse Air Brake 0.01%

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 2023 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.

About this fund

Provides exposure to a diversified fund that invests mainly in growth assets

Value $3.9M NZD
Period of data report 30th June 2023
Members 373
Fund started 5th July 2021
Total annual fund fees 0.51%
Total performance based fees 0.0%
Manager's basic fee 0.49%
Other management and administration charges 0.02%
Total other charges 0.0
Total other charges currency NZD

Mike Heath

Currently: Investment Committee Member (3 years, 0 months)
Previously: General Manager, InvestNow (5 years, 0 months)

Anthony Edmonds

Currently: Investment Committee Member (3 years, 0 months)
Previously: Director, FundRock NZ and InvestNow (12 years, 4 months)

Anthony Sowerby

Currently: Investment Committee Member (3 years, 0 months)
Previously: Head of Investment Manager Oversight, FundRock NZ (1 years, 6 months)

Jason Choy

Currently: Investment Committee Member (0 years, 8 months)
Previously: Senior Portfolio Manager, FundRock NZ and InvestNow (0 years, 10 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30th June 2023.

Past Returns

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
2023 -3.87% -4.67%

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 30th June 2023.

Top 10 Investments

  • SuperLife Growth Fund
    New Zealand Fund
    100.0%
Type Target Actual
Cash and Cash Equivalents 4.0% 5.64%
New Zealand Fixed Interest 8.0% 7.43%
International Fixed Interest 8.0% 7.75%
Australasian Equities 19.0% 18.92%
International Equities 53.0% 52.76%
Listed Properties 4.0% 3.6%
Unlisted Properties 0.0% 0.0%
Other 4.0% 3.9%
Commodities 0.0% 0.0%

Investment Mix

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

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30th June 2023.