Funds

SuperLife KiwiSaver Overseas Shares Fund

Total Ethical Concerns: 13.39%

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

Companies of Concern

  • Animal Cruelty 2.64%

    • Shell
      0.36%
      !!
      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
      0.36%
    • Air Liquide
      0.18%
      0.18%
    • Hermès International Sca
      0.14%
      0.14%
    • L'Oréal SA
      0.14%
      0.14%
    • 3M
      0.13%
      0.13%
    • The Sherwin-Williams Co.
      0.13%
      0.13%
    • Ecolab, Inc.
      0.10%
      0.10%
    • Kimberly-Clark Corp.
      0.08%
      0.08%
    • Shin-Etsu Chemical Co., Ltd.
      0.08%
      0.08%
    • Givaudan SA
      0.07%
      0.07%
    • Dupont De Nemours
      0.05%
      0.05%
    • Eni Spa
      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
      0.05%
    • Koninklijke Ahold Delhaize Nv
      0.05%
      0.05%
    • Church & Dwight Co., Inc.
      0.04%
      0.04%
    • Dow, Inc.
      0.04%
      0.04%
    • Nutrien Ltd.
      0.04%
      0.04%
    • Otsuka Holdings Co., Ltd.
      0.04%
      0.04%
    • PPG Industries, Inc.
      0.04%
      0.04%
    • Henkel AG & Co. Kgaa
      0.03%
      0.03%
    • International Flavors & Fragrances, Inc.
      0.03%
      0.03%
    • Kao Corp.
      0.03%
      0.03%
    • Kering SA
      0.03%
      0.03%
    • Novozymes A/S
      0.03%
      0.03%
    • The Clorox Co.
      0.03%
      0.03%
    • Tyson Foods Inc
      0.03%
      0.03%
    • Akzo Nobel Nv
      0.02%
      0.02%
    • Beiersdorf AG
      0.02%
      0.02%
    • Covestro AG
      0.02%
      0.02%
    • Entegris, Inc.
      0.02%
      0.02%
    • Hormel Foods Corp
      0.02%
      0.02%
    • Mowi Asa
      0.02%
      0.02%
    • Rentokil Initial
      0.02%
      0.02%
    • Rpm International, Inc.
      0.02%
      0.02%
    • Symrise AG
      0.02%
      0.02%
    • Unicharm Corp.
      0.02%
      0.02%
    • Albemarle Corp.
      0.01%
      0.01%
    • Arkema SA
      0.01%
      0.01%
    • Croda International PLC
      0.01%
      0.01%
    • Dcc PLC
      0.01%
      0.01%
    • Evonik Industries AG
      0.01%
      0.01%
    • Groupe Bruxelles Lambert SA
      0.01%
      0.01%
    • Kikkoman Corp.
      0.01%
      0.01%
    • Mitsubishi Gas Chemical Co., Inc.
      0.01%
      0.01%
    • Nippon Paint Holdings Co., Ltd.
      0.01%
      0.01%
    • Ricoh Co., Ltd.
      0.01%
      0.01%
    • Seiko Epson Corp.
      0.01%
      0.01%
    • Shiseido Co., Ltd.
      0.01%
      0.01%
    • Syensqo Nv
      0.01%
      0.01%
    • Westlake Corp.
      0.01%
      0.01%
    • Yara International Asa
      0.01%
      0.01%
  • Human Rights Violations 4.98%

    • 2.05%
    • 0.64%
    • Wells Fargo
      0.38%
      0.38%
    • 0.29%
    • Caterpillar
      0.26%
      0.26%
    • UBS
      0.17%
      0.17%
    • Rio Tinto
      0.11%
      0.11%
    • Holcim
      0.10%
      0.10%
    • General Motors
      0.08%
      0.08%
    • 0.03%
    • Ck Hutchison
      0.03%
      0.03%
    • Teva Pharmaceuticals
      0.03%
      0.03%
    • Alstom S.A
      0.02%
      0.02%
    • Arcelormittal SA
      0.02%
      0.02%
    • 0.02%
    • Pan American Silver Corp.
      0.02%
      0.02%
  • Social Harm 0.72%

  • Fossil Fuels 3.93%

    • Shell
      0.36%
      !!
      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
      0.36%
    • Nextera Energy, Inc.
      0.24%
      0.24%
    • Totalenergies Se
      0.22%
      !!
      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
      0.22%
    • 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
      0.16%
    • BP
      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
      0.15%
    • The Williams Cos., Inc.
      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
      0.12%
    • Enel
      0.11%
      1.5°C
      This company is on a 1.5°C pathway
      0.11%
    • National Grid PLC
      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
      0.11%
    • Rio Tinto
      0.11%
      0.11%
    • Constellation Energy Corp.
      0.10%
      0.10%
    • Mitsubishi Corp.
      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
      0.10%
    • Oneok, Inc.
      0.10%
      0.10%
    • Itochu Corp.
      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%
    • Cheniere Energy, 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
      0.08%
    • Dominion Energy, Inc.
      0.08%
      0.08%
    • Marathon Petroleum Corp.
      0.08%
      0.08%
    • Mitsui & Co., Ltd.
      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
      0.08%
    • Phillips 66
      0.08%
      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
      0.08%
    • Sempra Energy
      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%
    • Targa Resources Corp.
      0.07%
      0.07%
    • Consolidated Edison, Inc.
      0.06%
      0.06%
    • E.On Se
      0.06%
      0.06%
    • Engie SA
      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%
    • Entergy Corp.
      0.06%
      0.06%
    • Pg&E Corp
      0.06%
      0.06%
    • Eni Spa
      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
      0.05%
    • Atmos Energy Corp.
      0.04%
      0.04%
    • CMS Energy Corp.
      0.04%
      0.04%
    • Dassault Systèmes Se
      0.04%
      0.04%
    • Equinor Asa
      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%
    • Fairfax Financial Holdings Ltd.
      0.04%
      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
      0.04%
    • Halliburton Co.
      0.04%
      0.04%
    • Marubeni 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
      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
      0.04%
    • Sumitomo 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
      0.04%
    • Ck Hutchison
      0.03%
      0.03%
    • Eneos Holdings, Inc.
      0.03%
      0.03%
    • Loews Corp.
      0.03%
      0.03%
    • Nippon Steel Corp.
      0.03%
      0.03%
    • Nisource, Inc.
      0.03%
      0.03%
    • Nrg Energy, Inc.
      0.03%
      0.03%
    • Repsol
      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%
    • Teck Resources Limited
      0.03%
      0.03%
    • Arcelormittal SA
      0.02%
      0.02%
    • Edp-Energias De Portugal SA
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      0.02%
    • Endesa SA
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      0.02%
    • Fortum Oyj
      0.02%
      0.02%
    • Hong Kong & China 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
      0.02%
    • Imperial Oil 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
      0.02%
    • Inpex 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
      0.02%
    • Intertek Group PLC
      0.02%
      0.02%
    • Keyera 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
      0.02%
    • Mitsui O.S.K. Lines, Ltd.
      0.02%
      0.02%
    • Nippon Yusen Kk
      0.02%
      0.02%
    • Osaka 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
      0.02%
    • Snam Spa
      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%
    • 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
      0.02%
    • Altagas Ltd.
      0.01%
      0.01%
    • Centrica PLC
      0.01%
      0.01%
    • Contact Energy Ltd.
      0.01%
      1.5°C
      This company is on a 1.5°C pathway
      0.01%
    • Delta Air Lines, Inc.
      0.01%
      0.01%
    • Galp Energia Sgps 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
      0.01%
    • Neste Corp.
      0.01%
      0.01%
    • OMV AG
      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
      0.01%
  • Weapons 1.5%

    • 0.61%
    • Rolls-Royce Holdings PLC
      0.14%
      0.14%
    • Amphenol Corp.
      0.13%
      0.13%
    • Transdigm Group, Inc.
      0.13%
      0.13%
    • Rheinmetall AG
      0.10%
      0.10%
    • Howmet Aerospace, Inc.
      0.08%
      0.08%
    • Daikin Industries Ltd.
      0.05%
      0.05%
    • Heico Corp.
      0.05%
      0.05%
    • Teledyne Technologies, Inc.
      0.04%
      0.04%
    • Mtu Aero Engines AG
      0.03%
      0.03%
    • Saab Ab
      0.03%
      0.03%
    • Booz Allen Hamilton Holding Corp.
      0.02%
      0.02%
    • 0.02%
    • Kongsberg Gruppen Asa
      0.02%
      0.02%
    • Canadian Tire Corp. Ltd.
      0.01%
      0.01%
    • Melrose Industries PLC
      0.01%
      0.01%
    • Singapore Technologies Engineering Ltd.
      0.01%
      0.01%
  • Environmental Harm 0.93%

    • Shell
      0.36%
      !!
      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
      0.36%
    • 3M
      0.13%
      0.13%
    • Mitsubishi Corp.
      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
      0.10%
    • 0.09%
    • Pg&E Corp
      0.06%
      0.06%
    • Archer-Daniels Midland
      0.04%
      0.04%
    • 0.04%
    • Nutrien Ltd.
      0.04%
      0.04%
    • Mowi Asa
      0.02%
      0.02%
    • Wh Group
      0.02%
      0.02%
    • AGC Inc
      0.01%
      0.01%
    • Saputo
      0.01%
      0.01%

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 expenses) of the MSCI World ex Australia ESG Screened Index.

    Value $31.5M NZD
    Period of data report 31st March 2025
    Members 1,946
    Fund started 24th Oct. 2007
    Total annual fund fees 0.58%
    Total performance based fees 0.0%
    Manager's basic fee 0.57%
    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% 8.59%
    2024 16.75% 29.17%
    2023 -4.84% 0.99%
    2022 3.55% 6.74%
    2021 33.87% 30.42%
    2020 -6.10% -2.23%
    2019 10.35% 7.78%
    2018 6.95% 8.03%
    2017 10.40% 10.12%
    2016 4.51% 5.39%

    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

    • Apple Inc

      United States International Equities

      5.34%
    • Nvidia Corp

      United States International Equities

      4.38%
    • Microsoft Corp

      United States International Equities

      4.36%
    • Amazon Com Inc

      United States International Equities

      2.97%
    • Meta Platforms Inc

      United States International Equities

      2.05%
    • Alphabet Inc Cap Stk Cl A

      United States International Equities

      1.47%
    • Alphabet Inc Cap Cl C

      United States International Equities

      1.27%
    • Tesla Inc

      United States International Equities

      1.24%
    • Broadcom Ord Shs

      United States International Equities

      1.23%
    • Berkshire Hathaway Inc - Class B

      United States International Equities

      1.14%
    Type Target Actual
    Cash and Cash Equivalents 0.0% 0.0%
    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% 100.0%
    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

  • 2.64% Animal Cruelty
  • 4.98% Human Rights Violations
  • 0.72% Social Harm
  • 3.93% Fossil Fuels
  • 1.5% Weapons
  • 0.93% Environmental Harm

Companies of Concern

  • Animal Cruelty

    • Shell
      0.36%
      !!
      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
      0.36%
    • Air Liquide
      0.18%
      0.18%
    • Hermès International Sca
      0.14%
      0.14%
    • L'Oréal SA
      0.14%
      0.14%
    • 3M
      0.13%
      0.13%
    • The Sherwin-Williams Co.
      0.13%
      0.13%
    • Ecolab, Inc.
      0.10%
      0.10%
    • Kimberly-Clark Corp.
      0.08%
      0.08%
    • Shin-Etsu Chemical Co., Ltd.
      0.08%
      0.08%
    • Givaudan SA
      0.07%
      0.07%
    • Dupont De Nemours
      0.05%
      0.05%
    • Eni Spa
      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
      0.05%
    • Koninklijke Ahold Delhaize Nv
      0.05%
      0.05%
    • Church & Dwight Co., Inc.
      0.04%
      0.04%
    • Dow, Inc.
      0.04%
      0.04%
    • Nutrien Ltd.
      0.04%
      0.04%
    • Otsuka Holdings Co., Ltd.
      0.04%
      0.04%
    • PPG Industries, Inc.
      0.04%
      0.04%
    • Henkel AG & Co. Kgaa
      0.03%
      0.03%
    • International Flavors & Fragrances, Inc.
      0.03%
      0.03%
    • Kao Corp.
      0.03%
      0.03%
    • Kering SA
      0.03%
      0.03%
    • Novozymes A/S
      0.03%
      0.03%
    • The Clorox Co.
      0.03%
      0.03%
    • Tyson Foods Inc
      0.03%
      0.03%
    • Akzo Nobel Nv
      0.02%
      0.02%
    • Beiersdorf AG
      0.02%
      0.02%
    • Covestro AG
      0.02%
      0.02%
    • Entegris, Inc.
      0.02%
      0.02%
    • Hormel Foods Corp
      0.02%
      0.02%
    • Mowi Asa
      0.02%
      0.02%
    • Rentokil Initial
      0.02%
      0.02%
    • Rpm International, Inc.
      0.02%
      0.02%
    • Symrise AG
      0.02%
      0.02%
    • Unicharm Corp.
      0.02%
      0.02%
    • Albemarle Corp.
      0.01%
      0.01%
    • Arkema SA
      0.01%
      0.01%
    • Croda International PLC
      0.01%
      0.01%
    • Dcc PLC
      0.01%
      0.01%
    • Evonik Industries AG
      0.01%
      0.01%
    • Groupe Bruxelles Lambert SA
      0.01%
      0.01%
    • Kikkoman Corp.
      0.01%
      0.01%
    • Mitsubishi Gas Chemical Co., Inc.
      0.01%
      0.01%
    • Nippon Paint Holdings Co., Ltd.
      0.01%
      0.01%
    • Ricoh Co., Ltd.
      0.01%
      0.01%
    • Seiko Epson Corp.
      0.01%
      0.01%
    • Shiseido Co., Ltd.
      0.01%
      0.01%
    • Syensqo Nv
      0.01%
      0.01%
    • Westlake Corp.
      0.01%
      0.01%
    • Yara International Asa
      0.01%
      0.01%
  • Human Rights Violations

    • 2.05%
    • 0.64%
    • Wells Fargo
      0.38%
      0.38%
    • 0.29%
    • Caterpillar
      0.26%
      0.26%
    • UBS
      0.17%
      0.17%
    • Rio Tinto
      0.11%
      0.11%
    • Holcim
      0.10%
      0.10%
    • General Motors
      0.08%
      0.08%
    • 0.03%
    • Ck Hutchison
      0.03%
      0.03%
    • Teva Pharmaceuticals
      0.03%
      0.03%
    • Alstom S.A
      0.02%
      0.02%
    • Arcelormittal SA
      0.02%
      0.02%
    • 0.02%
    • Pan American Silver Corp.
      0.02%
      0.02%
  • Fossil Fuels

    • Shell
      0.36%
      !!
      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
      0.36%
    • Nextera Energy, Inc.
      0.24%
      0.24%
    • Totalenergies Se
      0.22%
      !!
      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
      0.22%
    • 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
      0.16%
    • BP
      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
      0.15%
    • The Williams Cos., Inc.
      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
      0.12%
    • Enel
      0.11%
      1.5°C
      This company is on a 1.5°C pathway
      0.11%
    • National Grid PLC
      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
      0.11%
    • Rio Tinto
      0.11%
      0.11%
    • Constellation Energy Corp.
      0.10%
      0.10%
    • Mitsubishi Corp.
      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
      0.10%
    • Oneok, Inc.
      0.10%
      0.10%
    • Itochu Corp.
      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%
    • Cheniere Energy, 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
      0.08%
    • Dominion Energy, Inc.
      0.08%
      0.08%
    • Marathon Petroleum Corp.
      0.08%
      0.08%
    • Mitsui & Co., Ltd.
      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
      0.08%
    • Phillips 66
      0.08%
      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
      0.08%
    • Sempra Energy
      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%
    • Targa Resources Corp.
      0.07%
      0.07%
    • Consolidated Edison, Inc.
      0.06%
      0.06%
    • E.On Se
      0.06%
      0.06%
    • Engie SA
      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%
    • Entergy Corp.
      0.06%
      0.06%
    • Pg&E Corp
      0.06%
      0.06%
    • Eni Spa
      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
      0.05%
    • Atmos Energy Corp.
      0.04%
      0.04%
    • CMS Energy Corp.
      0.04%
      0.04%
    • Dassault Systèmes Se
      0.04%
      0.04%
    • Equinor Asa
      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%
    • Fairfax Financial Holdings Ltd.
      0.04%
      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
      0.04%
    • Halliburton Co.
      0.04%
      0.04%
    • Marubeni 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
      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
      0.04%
    • Sumitomo 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
      0.04%
    • Ck Hutchison
      0.03%
      0.03%
    • Eneos Holdings, Inc.
      0.03%
      0.03%
    • Loews Corp.
      0.03%
      0.03%
    • Nippon Steel Corp.
      0.03%
      0.03%
    • Nisource, Inc.
      0.03%
      0.03%
    • Nrg Energy, Inc.
      0.03%
      0.03%
    • Repsol
      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%
    • Teck Resources Limited
      0.03%
      0.03%
    • Arcelormittal SA
      0.02%
      0.02%
    • Edp-Energias De Portugal SA
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      0.02%
    • Endesa SA
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      0.02%
    • Fortum Oyj
      0.02%
      0.02%
    • Hong Kong & China 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
      0.02%
    • Imperial Oil 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
      0.02%
    • Inpex 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
      0.02%
    • Intertek Group PLC
      0.02%
      0.02%
    • Keyera 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
      0.02%
    • Mitsui O.S.K. Lines, Ltd.
      0.02%
      0.02%
    • Nippon Yusen Kk
      0.02%
      0.02%
    • Osaka 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
      0.02%
    • Snam Spa
      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%
    • 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
      0.02%
    • Altagas Ltd.
      0.01%
      0.01%
    • Centrica PLC
      0.01%
      0.01%
    • Contact Energy Ltd.
      0.01%
      1.5°C
      This company is on a 1.5°C pathway
      0.01%
    • Delta Air Lines, Inc.
      0.01%
      0.01%
    • Galp Energia Sgps 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
      0.01%
    • Neste Corp.
      0.01%
      0.01%
    • OMV AG
      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
      0.01%
  • Weapons

    • 0.61%
    • Rolls-Royce Holdings PLC
      0.14%
      0.14%
    • Amphenol Corp.
      0.13%
      0.13%
    • Transdigm Group, Inc.
      0.13%
      0.13%
    • Rheinmetall AG
      0.10%
      0.10%
    • Howmet Aerospace, Inc.
      0.08%
      0.08%
    • Daikin Industries Ltd.
      0.05%
      0.05%
    • Heico Corp.
      0.05%
      0.05%
    • Teledyne Technologies, Inc.
      0.04%
      0.04%
    • Mtu Aero Engines AG
      0.03%
      0.03%
    • Saab Ab
      0.03%
      0.03%
    • Booz Allen Hamilton Holding Corp.
      0.02%
      0.02%
    • 0.02%
    • Kongsberg Gruppen Asa
      0.02%
      0.02%
    • Canadian Tire Corp. Ltd.
      0.01%
      0.01%
    • Melrose Industries PLC
      0.01%
      0.01%
    • Singapore Technologies Engineering Ltd.
      0.01%
      0.01%
  • Environmental Harm

    • Shell
      0.36%
      !!
      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
      0.36%
    • 3M
      0.13%
      0.13%
    • Mitsubishi Corp.
      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
      0.10%
    • 0.09%
    • Pg&E Corp
      0.06%
      0.06%
    • Archer-Daniels Midland
      0.04%
      0.04%
    • 0.04%
    • Nutrien Ltd.
      0.04%
      0.04%
    • Mowi Asa
      0.02%
      0.02%
    • Wh Group
      0.02%
      0.02%
    • AGC Inc
      0.01%
      0.01%
    • Saputo
      0.01%
      0.01%

About this Fund

Invests in international shares and is designed to track the return (before tax, fees and other expenses) of the MSCI World ex Australia ESG Screened Index.

Value $31.5M NZD
Period of data report 31st March 2025
Members 1,946
Fund started 24th Oct. 2007
Total annual fund fees 0.58%
Total performance based fees 0.0%
Manager's basic fee 0.57%
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% 8.59%
2024 16.75% 29.17%
2023 -4.84% 0.99%
2022 3.55% 6.74%
2021 33.87% 30.42%
2020 -6.10% -2.23%
2019 10.35% 7.78%
2018 6.95% 8.03%
2017 10.40% 10.12%
2016 4.51% 5.39%

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

  • Apple Inc

    United States International Equities

    5.34%
  • Nvidia Corp

    United States International Equities

    4.38%
  • Microsoft Corp

    United States International Equities

    4.36%
  • Amazon Com Inc

    United States International Equities

    2.97%
  • Meta Platforms Inc

    United States International Equities

    2.05%
  • Alphabet Inc Cap Stk Cl A

    United States International Equities

    1.47%
  • Alphabet Inc Cap Cl C

    United States International Equities

    1.27%
  • Tesla Inc

    United States International Equities

    1.24%
  • Broadcom Ord Shs

    United States International Equities

    1.23%
  • Berkshire Hathaway Inc - Class B

    United States International Equities

    1.14%
Type Target Actual
Cash and Cash Equivalents 0.0% 0.0%
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% 100.0%
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.