Fund type: Aggressive fund
Past Returns: *3.29%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%.
Fund type: Aggressive fund
Past Returns: *3.29%The fund is passively managed and invests in NZX listed financial products whose normal free-float market capitalisation is between $75 million and $1.25 billion and who are outside of the S&P/NZX 20 Index
| Value | $355k NZD |
| Period of data report | 31st Dec. 2024 |
| Members | 59 |
| Fund started | 11th April 2022 |
| Total annual fund fees | 0.25% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.25% |
| Other management and administration charges | 0.0% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Dean Anderson |
Currently: Chief Executive (6 years, 3 months)
|
|
Stephen Upton |
Currently: Chief Operating Officer (5 years, 6 months)
|
|
Kerry Mcintosh |
Currently: Chairman (5 years, 6 months)
|
|
Vicki Dale |
Currently: Investment Committee Member (2 years, 1 months)
|
|
Rhea Prasad |
Currently: Portfolio Manager (2 years, 1 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.
| Year | Market Average | Fund Annual Return |
|---|---|---|
| 2024 | 14.19% | 0.78% |
The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
Gentrack
New Zealand Australasian Equities
Skellerup Holdings
New Zealand Australasian Equities
Vital Healthcare Property
New Zealand Australasian Equities
Argosy Property
New Zealand Australasian Equities
Heartland Group Holdings
New Zealand Australasian Equities
Stride Property
New Zealand Australasian Equities
Channel Infrastructure NZ
New Zealand Australasian Equities
Vista Group International
New Zealand Australasian Equities
Fonterra Shareholders' Fund
New Zealand Australasian Equities
Oceania Healthcare
New Zealand Listed Property
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 0.08% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 100.0% | 99.92% |
| International Equities | 0.0% | 0.0% |
| 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 Dec. 2024.
This data is compiled by Mindful Money from the fund information and portfolios
that each
KiwiSaver
fund has
filed with the Disclose register to 30th Sept. 2024 and Mindful Money
analysis of funds within those portfolios. The list of companies of concern has
been drawn from ratings agencies and public sources, including the Norwegian
Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.
Please note that companies may breach more than one of these areas of
concern.
The listing of companies of concern is based on definitions used in Mindful Money's
methodology. These definitions may
be different from the exclusions policy and definitions applied by the fund provider.
Mindful Money uses the term Mindful Funds as our standard
for ethical investment and responsible investment. This does not imply that
other funds are unethical or that the fund providers that do not meet these
standards are unethical providers.
Fund type: Aggressive fund
Past Returns: *3.29%The fund is passively managed and invests in NZX listed financial products whose normal free-float market capitalisation is between $75 million and $1.25 billion and who are outside of the S&P/NZX 20 Index
| Value | $355k NZD |
| Period of data report | 31st Dec. 2024 |
| Members | 59 |
| Fund started | 11th April 2022 |
| Total annual fund fees | 0.25% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.25% |
| Other management and administration charges | 0.0% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Dean Anderson |
Currently: Chief Executive (6 years, 3 months)
|
|
Stephen Upton |
Currently: Chief Operating Officer (5 years, 6 months)
|
|
Kerry Mcintosh |
Currently: Chairman (5 years, 6 months)
|
|
Vicki Dale |
Currently: Investment Committee Member (2 years, 1 months)
|
|
Rhea Prasad |
Currently: Portfolio Manager (2 years, 1 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.
| Year | Market Average | Fund Annual Return |
|---|---|---|
| 2024 | 14.19% | 0.78% |
The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
Gentrack
New Zealand Australasian Equities
Skellerup Holdings
New Zealand Australasian Equities
Vital Healthcare Property
New Zealand Australasian Equities
Argosy Property
New Zealand Australasian Equities
Heartland Group Holdings
New Zealand Australasian Equities
Stride Property
New Zealand Australasian Equities
Channel Infrastructure NZ
New Zealand Australasian Equities
Vista Group International
New Zealand Australasian Equities
Fonterra Shareholders' Fund
New Zealand Australasian Equities
Oceania Healthcare
New Zealand Listed Property
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 0.08% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 100.0% | 99.92% |
| International Equities | 0.0% | 0.0% |
| 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 Dec. 2024.
