Funds

SuperLife KiwiSaver Emerging Markets Fund

Total Ethical Concerns: 11.60%

The average total concerns of all KiwiSaver aggressive funds is 10.67%.

Companies of Concern

  • Animal Cruelty 2.97%

    • Reliance Industries Ltd.
      1.09%
      !!
      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
      1.09%
    • Unilever PLC
      0.26%
      0.26%
    • Sabic
      0.17%
      0.17%
    • China Petroleum & Chemical 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
      0.16%
    • Itc Ltd.
      0.16%
      0.16%
    • Asian Paints Ltd.
      0.14%
      0.14%
    • Hindalco Industries Ltd.
      0.12%
      0.12%
    • Jbs S.A.
      0.09%
      0.09%
    • Formosa Plastics Corp.
      0.05%
      0.05%
    • Nan Ya Plastics Corp.
      0.05%
      0.05%
    • Srf Ltd.
      0.05%
      0.05%
    • Colgate-Palmolive (India) Ltd.
      0.04%
      0.04%
    • Hindustan Petroleum Corp. Ltd.
      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
      0.04%
    • Pi Industries Ltd.
      0.04%
      0.04%
    • Upl Ltd
      0.04%
      0.04%
    • Coromandel International Ltd.
      0.03%
      0.03%
    • Formosa Chemicals & Fibre Corp
      0.03%
      0.03%
    • Petronas Chemicals Group Bhd.
      0.03%
      0.03%
    • Sasol 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
      0.03%
    • Supreme Industries Ltd.
      0.03%
      0.03%
    • Ultrapar Participaçoes SA
      0.03%
      0.03%
    • Astra Industrial Group
      0.02%
      0.02%
    • Berger Paints India Ltd.
      0.02%
      0.02%
    • Deepak Nitrite Ltd.
      0.02%
      0.02%
    • Dongyue Group Ltd.
      0.02%
      0.02%
    • Emami Ltd.
      0.02%
      0.02%
    • Gujarat Fluorochemicals Ltd.
      0.02%
      0.02%
    • Hengan International Group Co., Ltd.
      0.02%
      0.02%
    • Kimberly-Clark Corp.
      0.02%
      0.02%
    • Navin Fluorine International Ltd.
      0.02%
      0.02%
    • Sahara International Petrochemical Co.
      0.02%
      0.02%
    • Tata Chemicals Ltd.
      0.02%
      0.02%
    • Wanhua Chemical Group Co., Ltd.
      0.02%
      0.02%
  • Human Rights Violations 2.6%

    • Petrobras
      0.67%
      !!
      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
      0.67%
    • Saudi Aramco
      0.45%
      !!
      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
      0.45%
    • Petrochina Co Ltd
      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
      0.21%
    • Zijin Mining
      0.19%
      0.19%
    • Grupo México S.A.B. De C.V.
      0.17%
      0.17%
    • China Petroleum & Chemical 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
      0.16%
    • Mtn Group Limited
      0.13%
      0.13%
    • Centrais Elétricas Brasileiras SA
      0.12%
      0.12%
    • 0.11%
    • Gail (India) 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
      0.06%
    • Li Ning Co Ltd
      0.05%
      0.05%
    • China State Construction Engineering
      0.04%
      0.04%
    • Formosa Chemicals & Fibre Corp
      0.03%
      0.03%
    • Page Industries Ltd
      0.03%
      0.03%
    • Zte Corp
      0.03%
      0.03%
    • Steel Authority Of India Limited
      0.02%
      0.02%
  • Social Harm 1.17%

  • Fossil Fuels 7.2%

    • Reliance Industries Ltd.
      1.09%
      !!
      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
      1.09%
    • Petrobras
      0.67%
      !!
      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
      0.67%
    • Saudi Aramco
      0.45%
      !!
      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
      0.45%
    • Vale SA
      0.40%
      0.40%
    • Acwa Power
      0.22%
      0.22%
    • Ntpc Ltd.
      0.22%
      0.22%
    • Petrochina Co Ltd
      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
      0.21%
    • China Shenhua Energy
      0.18%
      0.18%
    • Grupo México S.A.B. De C.V.
      0.17%
      0.17%
    • Tata Steel Ltd.
      0.17%
      0.17%
    • China Petroleum & Chemical 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
      0.16%
    • Tenaga Nasional Bhd.
      0.15%
      0.15%
    • Weg SA
      0.13%
      0.13%
    • Centrais Elétricas Brasileiras SA
      0.12%
      0.12%
    • Coal India Ltd.
      0.12%
      0.12%
    • 0.11%
    • Adani Group
      0.09%
      0.09%
    • Cez As
      0.09%
      0.09%
    • Vedanta Resources
      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
      0.09%
    • Adani Power
      0.08%
      0.08%
    • Bharat Petroleum Corp. Ltd.
      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
      0.07%
    • Enn Clean Energy International Investment Ltd.
      0.07%
      0.07%
    • Indian Oil Corp. Ltd.
      0.07%
      0.07%
    • Pt Astra International Tbk
      0.07%
      0.07%
    • Tata Power Co., Ltd.
      0.07%
      0.07%
    • Gail (India) 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
      0.06%
    • Grupo Financiero Inbursa Sab De Cv
      0.06%
      0.06%
    • Petron Corp.
      0.06%
      0.06%
    • China Resources Power Holdings Co., Ltd.
      0.05%
      0.05%
    • Jindal Steel & Power Ltd.
      0.05%
      0.05%
    • Shree Cement Ltd.
      0.05%
      0.05%
    • Adani Energy Solutions
      0.04%
      0.04%
    • Hindustan Petroleum Corp. Ltd.
      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
      0.04%
    • Jsw Energy Ltd.
      0.04%
      0.04%
    • Koç Holding A.S.
      0.04%
      0.04%
    • Kunlun Energy Co. Ltd.
      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
      0.04%
    • Misc Bhd.
      0.04%
      0.04%
    • Mol Hungarian Oil & Gas PLC
      0.04%
      0.04%
    • Qatar Gas Transport Co.
      0.04%
      0.04%
    • Qatar Navigation Qpsc
      0.04%
      0.04%
    • Saudi Electricity Company (Sec)
      0.04%
      0.04%
    • Torrent Power Ltd.
      0.04%
      0.04%
    • Yankuang Energy Group Co., Ltd.
      0.04%
      0.04%
    • Abu Dhabi National Oil Company (Adnoc)
      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
      0.03%
    • Aluminum Corp. Of China Ltd.
      0.03%
      0.03%
    • China Longyuan Power Group Corp. Ltd.
      0.03%
      0.03%
    • Gmr Airports Infrastructure Ltd.
      0.03%
      0.03%
    • Haci Ömer Sabanci Holding As
      0.03%
      0.03%
    • Huaneng Power International, Inc.
      0.03%
      0.03%
    • Inner Mongolia Yitai Coal Co., Ltd.
      0.03%
      0.03%
    • Manila Electric Co.
      0.03%
      0.03%
    • Nmdc Ltd.
      0.03%
      0.03%
    • OMV Petrom SA
      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
      0.03%
    • Oil India
      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
      0.03%
    • Petronas Gas Bhd.
      0.03%
      0.03%
    • Petronet Lng 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
      0.03%
    • Public Power Corp. SA
      0.03%
      0.03%
    • Sasol 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
      0.03%
    • Acc Ltd.
      0.02%
      0.02%
    • Beijing Enterprises Holdings Ltd.
      0.02%
      0.02%
    • China Coal Energy Co., Ltd.
      0.02%
      0.02%
    • China Power International Development Ltd.
      0.02%
      0.02%
    • Cosan
      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
      0.02%
    • Ecopetrol 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
      0.02%
    • Enel
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      0.02%
    • Enel Chile SA
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      0.02%
    • Exxaro Resources Ltd.
      0.02%
      0.02%
    • Formosa Petrochemical Corp.
      0.02%
      0.02%
    • Gcc Sab De Cv
      0.02%
      0.02%
    • Genting Bhd
      0.02%
      0.02%
    • Guangdong Investment Ltd.
      0.02%
      0.02%
    • Jindal Stainless Ltd.
      0.02%
      0.02%
    • Pt Bumi Resources Tbk
      0.02%
      0.02%
    • Pt United Tractors Tbk
      0.02%
      0.02%
    • Petronas Dagangan Bhd.
      0.02%
      0.02%
    • Qatar Electricity & Water Co.
      0.02%
      0.02%
    • Reliance Power Ltd.
      0.02%
      0.02%
    • Ytl Corp Bhd.
      0.02%
      0.02%
  • Weapons 0.89%

    • Larsen & Toubro Ltd.
      0.30%
      0.30%
    • Bharat Electronics Ltd.
      0.14%
      0.14%
    • Hindustan Aeronautics Ltd.
      0.10%
      0.10%
    • Adani Group
      0.09%
      0.09%
    • Embraer SA
      0.09%
      0.09%
    • Aselsan Elektronik Sanayi Ve Ticaret As
      0.04%
      0.04%
    • Ashok Leyland Ltd.
      0.04%
      0.04%
    • Bharat Forge Ltd.
      0.04%
      0.04%
    • Mazagon Dock Shipbuilders Ltd.
      0.02%
      0.02%
  • Environmental Harm 2.3%

    • Vale SA
      0.40%
      0.40%
    • Unilever PLC
      0.26%
      0.26%
    • Ntpc Ltd.
      0.22%
      0.22%
    • Zijin Mining
      0.19%
      0.19%
    • 0.12%
    • Adani Group
      0.09%
      0.09%
    • Harmony Gold Mining Co Ltd
      0.09%
      0.09%
    • Jbs S.A.
      0.09%
      0.09%
    • Vedanta Resources
      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
      0.09%
    • Evergreen Marine Corp
      0.08%
      0.08%
    • Pt Astra International Tbk
      0.07%
      0.07%
    • Minerva
      0.05%
      0.05%
    • Bharat Heavy Electricals Ltd
      0.04%
      0.04%
    • Pt Indofood Sukses Makmur Tbk
      0.04%
      0.04%
    • Pi Industries Ltd.
      0.04%
      0.04%
    • Sime Darby Plantation Bhd.
      0.04%
      0.04%
    • Upl Ltd
      0.04%
      0.04%
    • Coromandel International Ltd.
      0.03%
      0.03%
    • Ioi Corp. Bhd.
      0.03%
      0.03%
    • Kuala Lumpur Kepong Bhd.
      0.03%
      0.03%
    • Nhpc
      0.03%
      0.03%
    • Patanjali Foods Ltd.
      0.03%
      0.03%
    • Astra Industrial Group
      0.02%
      0.02%
    • Genting Bhd
      0.02%
      0.02%
    • Hindustan Zinc Limited
      0.02%
      0.02%
    • Ijm Corp Bhd
      0.02%
      0.02%
    • Ppb Group Bhd.
      0.02%
      0.02%
    • Ql Resources Bhd.
      0.02%
      0.02%
    • Tata Chemicals Ltd.
      0.02%
      0.02%

From the Fund Provider

  • About this fund

    About this Fund

    Invests in international shares and is designed to track the return (before tax, fees and other expense) of the FTSE Emerging Markets All Cap China A Inclusion Index.

    Value $22.1M NZD
    Period of data report 31st March 2025
    Members 2,465
    Fund started 28th Jan. 2011
    Total annual fund fees 0.73%
    Total performance based fees 0.0%
    Manager's basic fee 0.72%
    Other management and administration charges 0.01%
    Total other charges 30.0
    Total other charges currency NZD

    Guy Roulston Elliffe

    Currently: Director (9 years, 4 months)
    Previously: Corporate Governance Manager - ACC (current position) (9 years, 11 months)

    Stuart Kenneth Reginald Millar

    Currently: Chief Investment Officer - Smartshares (5 years, 10 months)
    Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

    Anna Lennie Scott

    Currently: Chief Executive Officer - Smartshares (1 years, 6 months)
    Previously: Chief Operating Officer and Director - Hobson Wealth (5 years, 2 months)

    Alister John Williams

    Currently: Director (9 years, 4 months)
    Previously: Investment Manager - Trust Management (5 years, 4 months)

    This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.

  • Past Returns

    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
    2025 4.37% 15.5%
    2024 16.75% 7.78%
    2023 -4.84% -2.44%
    2022 3.55% -7.73%
    2021 33.87% 32.8%
    2020 -6.10% -8.82%
    2019 10.35% -2.48%
    2018 6.95% 12.34%
    2017 10.40% 12.41%
    2016 4.51% -2.18%

    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.

  • Investments

    Top 10 Investments

    • Vanguard FTSE Emerging Markets ETF

      United States International Equities

      99.9%
    • NZD Cash Account (ANZ Bank)

      New Zealand Cash and Equivalents AA-

      0.44%
    • USD Cash Account (BNP Paribas)

      United States Cash and Equivalents AA-

      0.1%
    Type Target Actual
    Cash and Cash Equivalents 0.0% 0.02%
    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% 99.98%
    Listed Properties 0.0% 0.0%
    Unlisted Properties 0.0% 0.0%
    Other 0.0% 0.0%
    Commodities 0.0% 0.0%

    Investment Mix

    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.

Issues of Concern

  • 2.97% Animal Cruelty
  • 2.6% Human Rights Violations
  • 1.17% Social Harm
  • 7.2% Fossil Fuels
  • 0.89% Weapons
  • 2.3% Environmental Harm

Companies of Concern

  • Animal Cruelty

    • Reliance Industries Ltd.
      1.09%
      !!
      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
      1.09%
    • Unilever PLC
      0.26%
      0.26%
    • Sabic
      0.17%
      0.17%
    • China Petroleum & Chemical 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
      0.16%
    • Itc Ltd.
      0.16%
      0.16%
    • Asian Paints Ltd.
      0.14%
      0.14%
    • Hindalco Industries Ltd.
      0.12%
      0.12%
    • Jbs S.A.
      0.09%
      0.09%
    • Formosa Plastics Corp.
      0.05%
      0.05%
    • Nan Ya Plastics Corp.
      0.05%
      0.05%
    • Srf Ltd.
      0.05%
      0.05%
    • Colgate-Palmolive (India) Ltd.
      0.04%
      0.04%
    • Hindustan Petroleum Corp. Ltd.
      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
      0.04%
    • Pi Industries Ltd.
      0.04%
      0.04%
    • Upl Ltd
      0.04%
      0.04%
    • Coromandel International Ltd.
      0.03%
      0.03%
    • Formosa Chemicals & Fibre Corp
      0.03%
      0.03%
    • Petronas Chemicals Group Bhd.
      0.03%
      0.03%
    • Sasol 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
      0.03%
    • Supreme Industries Ltd.
      0.03%
      0.03%
    • Ultrapar Participaçoes SA
      0.03%
      0.03%
    • Astra Industrial Group
      0.02%
      0.02%
    • Berger Paints India Ltd.
      0.02%
      0.02%
    • Deepak Nitrite Ltd.
      0.02%
      0.02%
    • Dongyue Group Ltd.
      0.02%
      0.02%
    • Emami Ltd.
      0.02%
      0.02%
    • Gujarat Fluorochemicals Ltd.
      0.02%
      0.02%
    • Hengan International Group Co., Ltd.
      0.02%
      0.02%
    • Kimberly-Clark Corp.
      0.02%
      0.02%
    • Navin Fluorine International Ltd.
      0.02%
      0.02%
    • Sahara International Petrochemical Co.
      0.02%
      0.02%
    • Tata Chemicals Ltd.
      0.02%
      0.02%
    • Wanhua Chemical Group Co., Ltd.
      0.02%
      0.02%
  • Human Rights Violations

    • Petrobras
      0.67%
      !!
      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
      0.67%
    • Saudi Aramco
      0.45%
      !!
      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
      0.45%
    • Petrochina Co Ltd
      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
      0.21%
    • Zijin Mining
      0.19%
      0.19%
    • Grupo México S.A.B. De C.V.
      0.17%
      0.17%
    • China Petroleum & Chemical 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
      0.16%
    • Mtn Group Limited
      0.13%
      0.13%
    • Centrais Elétricas Brasileiras SA
      0.12%
      0.12%
    • 0.11%
    • Gail (India) 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
      0.06%
    • Li Ning Co Ltd
      0.05%
      0.05%
    • China State Construction Engineering
      0.04%
      0.04%
    • Formosa Chemicals & Fibre Corp
      0.03%
      0.03%
    • Page Industries Ltd
      0.03%
      0.03%
    • Zte Corp
      0.03%
      0.03%
    • Steel Authority Of India Limited
      0.02%
      0.02%
  • Fossil Fuels

    • Reliance Industries Ltd.
      1.09%
      !!
      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
      1.09%
    • Petrobras
      0.67%
      !!
      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
      0.67%
    • Saudi Aramco
      0.45%
      !!
      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
      0.45%
    • Vale SA
      0.40%
      0.40%
    • Acwa Power
      0.22%
      0.22%
    • Ntpc Ltd.
      0.22%
      0.22%
    • Petrochina Co Ltd
      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
      0.21%
    • China Shenhua Energy
      0.18%
      0.18%
    • Grupo México S.A.B. De C.V.
      0.17%
      0.17%
    • Tata Steel Ltd.
      0.17%
      0.17%
    • China Petroleum & Chemical 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
      0.16%
    • Tenaga Nasional Bhd.
      0.15%
      0.15%
    • Weg SA
      0.13%
      0.13%
    • Centrais Elétricas Brasileiras SA
      0.12%
      0.12%
    • Coal India Ltd.
      0.12%
      0.12%
    • 0.11%
    • Adani Group
      0.09%
      0.09%
    • Cez As
      0.09%
      0.09%
    • Vedanta Resources
      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
      0.09%
    • Adani Power
      0.08%
      0.08%
    • Bharat Petroleum Corp. Ltd.
      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
      0.07%
    • Enn Clean Energy International Investment Ltd.
      0.07%
      0.07%
    • Indian Oil Corp. Ltd.
      0.07%
      0.07%
    • Pt Astra International Tbk
      0.07%
      0.07%
    • Tata Power Co., Ltd.
      0.07%
      0.07%
    • Gail (India) 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
      0.06%
    • Grupo Financiero Inbursa Sab De Cv
      0.06%
      0.06%
    • Petron Corp.
      0.06%
      0.06%
    • China Resources Power Holdings Co., Ltd.
      0.05%
      0.05%
    • Jindal Steel & Power Ltd.
      0.05%
      0.05%
    • Shree Cement Ltd.
      0.05%
      0.05%
    • Adani Energy Solutions
      0.04%
      0.04%
    • Hindustan Petroleum Corp. Ltd.
      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
      0.04%
    • Jsw Energy Ltd.
      0.04%
      0.04%
    • Koç Holding A.S.
      0.04%
      0.04%
    • Kunlun Energy Co. Ltd.
      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
      0.04%
    • Misc Bhd.
      0.04%
      0.04%
    • Mol Hungarian Oil & Gas PLC
      0.04%
      0.04%
    • Qatar Gas Transport Co.
      0.04%
      0.04%
    • Qatar Navigation Qpsc
      0.04%
      0.04%
    • Saudi Electricity Company (Sec)
      0.04%
      0.04%
    • Torrent Power Ltd.
      0.04%
      0.04%
    • Yankuang Energy Group Co., Ltd.
      0.04%
      0.04%
    • Abu Dhabi National Oil Company (Adnoc)
      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
      0.03%
    • Aluminum Corp. Of China Ltd.
      0.03%
      0.03%
    • China Longyuan Power Group Corp. Ltd.
      0.03%
      0.03%
    • Gmr Airports Infrastructure Ltd.
      0.03%
      0.03%
    • Haci Ömer Sabanci Holding As
      0.03%
      0.03%
    • Huaneng Power International, Inc.
      0.03%
      0.03%
    • Inner Mongolia Yitai Coal Co., Ltd.
      0.03%
      0.03%
    • Manila Electric Co.
      0.03%
      0.03%
    • Nmdc Ltd.
      0.03%
      0.03%
    • OMV Petrom SA
      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
      0.03%
    • Oil India
      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
      0.03%
    • Petronas Gas Bhd.
      0.03%
      0.03%
    • Petronet Lng 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
      0.03%
    • Public Power Corp. SA
      0.03%
      0.03%
    • Sasol 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
      0.03%
    • Acc Ltd.
      0.02%
      0.02%
    • Beijing Enterprises Holdings Ltd.
      0.02%
      0.02%
    • China Coal Energy Co., Ltd.
      0.02%
      0.02%
    • China Power International Development Ltd.
      0.02%
      0.02%
    • Cosan
      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
      0.02%
    • Ecopetrol 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
      0.02%
    • Enel
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      0.02%
    • Enel Chile SA
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      0.02%
    • Exxaro Resources Ltd.
      0.02%
      0.02%
    • Formosa Petrochemical Corp.
      0.02%
      0.02%
    • Gcc Sab De Cv
      0.02%
      0.02%
    • Genting Bhd
      0.02%
      0.02%
    • Guangdong Investment Ltd.
      0.02%
      0.02%
    • Jindal Stainless Ltd.
      0.02%
      0.02%
    • Pt Bumi Resources Tbk
      0.02%
      0.02%
    • Pt United Tractors Tbk
      0.02%
      0.02%
    • Petronas Dagangan Bhd.
      0.02%
      0.02%
    • Qatar Electricity & Water Co.
      0.02%
      0.02%
    • Reliance Power Ltd.
      0.02%
      0.02%
    • Ytl Corp Bhd.
      0.02%
      0.02%
  • Weapons

    • Larsen & Toubro Ltd.
      0.30%
      0.30%
    • Bharat Electronics Ltd.
      0.14%
      0.14%
    • Hindustan Aeronautics Ltd.
      0.10%
      0.10%
    • Adani Group
      0.09%
      0.09%
    • Embraer SA
      0.09%
      0.09%
    • Aselsan Elektronik Sanayi Ve Ticaret As
      0.04%
      0.04%
    • Ashok Leyland Ltd.
      0.04%
      0.04%
    • Bharat Forge Ltd.
      0.04%
      0.04%
    • Mazagon Dock Shipbuilders Ltd.
      0.02%
      0.02%
  • Environmental Harm

    • Vale SA
      0.40%
      0.40%
    • Unilever PLC
      0.26%
      0.26%
    • Ntpc Ltd.
      0.22%
      0.22%
    • Zijin Mining
      0.19%
      0.19%
    • 0.12%
    • Adani Group
      0.09%
      0.09%
    • Harmony Gold Mining Co Ltd
      0.09%
      0.09%
    • Jbs S.A.
      0.09%
      0.09%
    • Vedanta Resources
      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
      0.09%
    • Evergreen Marine Corp
      0.08%
      0.08%
    • Pt Astra International Tbk
      0.07%
      0.07%
    • Minerva
      0.05%
      0.05%
    • Bharat Heavy Electricals Ltd
      0.04%
      0.04%
    • Pt Indofood Sukses Makmur Tbk
      0.04%
      0.04%
    • Pi Industries Ltd.
      0.04%
      0.04%
    • Sime Darby Plantation Bhd.
      0.04%
      0.04%
    • Upl Ltd
      0.04%
      0.04%
    • Coromandel International Ltd.
      0.03%
      0.03%
    • Ioi Corp. Bhd.
      0.03%
      0.03%
    • Kuala Lumpur Kepong Bhd.
      0.03%
      0.03%
    • Nhpc
      0.03%
      0.03%
    • Patanjali Foods Ltd.
      0.03%
      0.03%
    • Astra Industrial Group
      0.02%
      0.02%
    • Genting Bhd
      0.02%
      0.02%
    • Hindustan Zinc Limited
      0.02%
      0.02%
    • Ijm Corp Bhd
      0.02%
      0.02%
    • Ppb Group Bhd.
      0.02%
      0.02%
    • Ql Resources Bhd.
      0.02%
      0.02%
    • Tata Chemicals Ltd.
      0.02%
      0.02%

About this Fund

Invests in international shares and is designed to track the return (before tax, fees and other expense) of the FTSE Emerging Markets All Cap China A Inclusion Index.

Value $22.1M NZD
Period of data report 31st March 2025
Members 2,465
Fund started 28th Jan. 2011
Total annual fund fees 0.73%
Total performance based fees 0.0%
Manager's basic fee 0.72%
Other management and administration charges 0.01%
Total other charges 30.0
Total other charges currency NZD

Guy Roulston Elliffe

Currently: Director (9 years, 4 months)
Previously: Corporate Governance Manager - ACC (current position) (9 years, 11 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (5 years, 10 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Anna Lennie Scott

Currently: Chief Executive Officer - Smartshares (1 years, 6 months)
Previously: Chief Operating Officer and Director - Hobson Wealth (5 years, 2 months)

Alister John Williams

Currently: Director (9 years, 4 months)
Previously: Investment Manager - Trust Management (5 years, 4 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.

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
2025 4.37% 15.5%
2024 16.75% 7.78%
2023 -4.84% -2.44%
2022 3.55% -7.73%
2021 33.87% 32.8%
2020 -6.10% -8.82%
2019 10.35% -2.48%
2018 6.95% 12.34%
2017 10.40% 12.41%
2016 4.51% -2.18%

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.

Top 10 Investments

  • Vanguard FTSE Emerging Markets ETF

    United States International Equities

    99.9%
  • NZD Cash Account (ANZ Bank)

    New Zealand Cash and Equivalents AA-

    0.44%
  • USD Cash Account (BNP Paribas)

    United States Cash and Equivalents AA-

    0.1%
Type Target Actual
Cash and Cash Equivalents 0.0% 0.02%
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% 99.98%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

Investment Mix

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.