AMP Aggressive Fund (Lifesteps)

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Not Mindful
Type: Aggressive fund
Past Returns: 2.57%

Average annual returns over the past 3 years, after fees and taxes. * indicates less than 3 years of data.

Annual Fees: 1.27%

Annual fees, including any membership and % management fee.

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.


Fossil Fuel

BHP Group Ltd 0.54%
Nextera Energy Inc 0.34%
Enbridge Inc 0.30%
South32 Ltd 0.19%
Kinder Morgan Inc/De 0.18%
Williams Cos Inc/The 0.16%
Evergy Inc 0.11%
Alliant Energy Corp 0.10%
Gibson Energy Inc 0.09%
Xcel Energy Inc 0.09%
Dominion Energy Inc 0.08%
Exxon Mobil Corp 0.08%
Origin Energy Ltd 0.08%
Agl Energy Ltd 0.08%
Firstenergy Corp 0.08%
Total Sa 0.08%
Chevron Corp 0.07%
Cms Energy Corp 0.07%
Royal Dutch Shell Plc-B Shs 0.07%
Wec Energy Group Inc 0.06%
Bp Plc 0.06%
Woodside Petroleum Ltd 0.06%
Dte Energy Co 0.05%
Omv Ag 0.05%
BHP Group Plc 0.04%
Rwe Ag 0.04%
Santos Ltd 0.04%
Anglo American Plc-Lon 0.04%
Lukoil Pjsc-Adr 0.04%
Plains Gp Holdings Lp 0.04%
Apa Group 0.04%
Phillips 66 0.04%
Engie Sa 0.04%
Clp Holdings Ltd 0.03%
Pembina Pipeline Corp 0.03%
Eni Spa 0.03%
Koninklijke Vopak Nv 0.03%
Neste Oyj 0.03%
Valero Energy Corp 0.03%
Cheniere Energy Inc 0.03%
American Electric Power Co Inc 0.03%
Royal Dutch Shell Plc-A Shs-Lon 0.03%
Conocophillips 0.03%
Lyondellbasell Industries Nv 0.02%
Chugoku Electric Power Co Inc/ 0.02%
Oil Search Ltd 0.02%
Cnooc Ltd 0.02%
Suncor Energy Inc 0.02%
Enagas Sa 0.02%
Macquarie Infrastructure Corp 0.02%
Gazprom Pjsc-Adr 0.02%
Hollyfrontier Corp 0.02%
Infraestructura Energetica Nov 0.02%
Glencore Plc 0.02%
Snam Spa 0.02%
Royal Dutch Shell Plc-A Shs-Ams 0.01%
Jxtg Holdings Inc 0.01%
Marubeni Corp 0.01%
Tatneft Pao 0.01%
Caltex Australia Ltd 0.01%
Nrg Energy Inc 0.01%
Eog Resources Inc 0.01%
Ameren Corp 0.01%
Electric Power Development Co 0.01%
Marathon Petroleum Corp 0.01%
Engie Brasil Sa 0.01%
Cenovus Energy Inc 0.01%

Weapons

Meggitt Plc 0.03%
Teledyne Technologies Inc 0.02%
Transdigm Group Inc 0.02%
Booz Allen Hamilton Holding Co 0.01%

Tobacco

British American Tobacco 0.36%

Gambling

Skycity Entertainment Group Lt-Nzx 0.19%
Tabcorp Holdings Ltd 0.04%
Aristocrat Leisure Ltd 0.04%
Crown Resorts Ltd 0.02%
Las Vegas Sands Corp 0.02%
Genting Singapore Ltd 0.02%
Sands China Ltd 0.02%

Alcohol

Lvmh Moet Hennessy Louis Vuitt 0.08%
Diageo Plc 0.06%
Carlsberg A/S 0.05%
Delegat Group Ltd 0.04%
Treasury Wine Estates Ltd 0.03%
Pernod Ricard Sa 0.02%
Anheuser-Busch Inbev Sa/Nv 0.02%
Want Want China Holdings Ltd 0.02%
Wuliangye Yibin Co Ltd 0.02%
Constellation Brands Inc 0.01%
Heineken Nv 0.01%
Ambev Sa-Adr 0.01%

Palm Oil

Astra International Tbk Pt 0.01%

GMOs

Novartis Ag 0.29%
Bayer Ag 0.07%
Basf Se 0.03%
Nutrien Ltd 0.03%
Dupont De Nemours Inc 0.02%

Human Rights & Environmental Violations

BHP Group Ltd 0.54%
Johnson & Johnson 0.36%
Nestle Sa 0.33%
Rio Tinto Ltd 0.26%
Sempra Energy 0.18%
Duke Energy Corp 0.13%
Chevron Corp 0.07%
Rio Tinto Plc 0.07%
Royal Dutch Shell Plc-B Shs 0.07%
BHP Group Plc 0.04%
Barrick Gold Corp-Tse 0.04%
Vale Sa 0.03%
Nutrien Ltd 0.03%
Royal Dutch Shell Plc-A Shs-Lon 0.03%
Archer-Daniels-Midland Co 0.02%
Mmc Norilsk Nickel Pjsc-Adr 0.02%
Mmc Norilsk Nickel Pjsc-Lon 0.02%
Petroleo Brasileiro-Spon Adr 0.02%
Glencore Plc 0.02%
Grupo Mexico Sab De Cv 0.02%
Royal Dutch Shell Plc-A Shs-Ams 0.01%
Astra International Tbk Pt 0.01%

Animal Testing

Procter & Gamble Co/The 0.420%
Johnson & Johnson 0.360%
Nestle Sa 0.330%
Pepsico Inc 0.190%
Kimberly-Clark Corp 0.110%
Glaxosmithkline Plc 0.100%
Coca-Cola Co/The 0.100%
Colgate-Palmolive Co 0.080%
Air Products & Chemicals Inc 0.080%
Lvmh Moet Hennessy Louis Vuitt 0.080%
Chevron Corp 0.070%
Royal Dutch Shell Plc-B Shs 0.070%
Bayer Ag 0.070%
Unilever Nv 0.060%
Estee Lauder Cos Inc/The 0.050%
Unilever Plc 0.050%
Walgreens Boots Alliance Inc 0.050%
Danone Sa 0.050%
Reckitt Benckiser Group Plc 0.050%
General Mills Inc 0.040%
Basf Se 0.030%
Ecolab Inc 0.030%
Kraft Heinz Co/The 0.030%
Air Liquide Sa-Pf 0.030%
Royal Dutch Shell Plc-A Shs-Lon 0.030%
Akzo Nobel Nv 0.030%
L'Oreal Sa-Pf 0.020%
Church & Dwight Co Inc 0.020%
Givaudan Sa 0.020%
Archer-Daniels-Midland Co 0.020%
Coca-Cola Hbc Ag 0.020%
Clorox Co/The 0.020%
Tesco Plc 0.020%
Ppg Industries Inc 0.020%
Hindustan Unilever Ltd 0.020%
Royal Dutch Shell Plc-A Shs-Ams 0.010%
Koninklijke Dsm Nv 0.010%
Shiseido Co Ltd 0.010%
Associated British Foods Plc 0.010%
L'Oreal 0.010%
Air Liquide Sa 0.010%
British American Tobacco 0.360%
Unilever 0.040%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue June 30th 2020 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 and research organisations.

A summary of this fund and its details.

Number FND4451
Name AMP Aggressive Fund (Lifesteps)
Risk profile Aggressive fund
Description The fund has a well-diversified portfolio that aims to provide growth, primarily through holding growth assets with a low allocation to income assets. The fund aims to achieve high returns, in exchange there will be larger movements up and down in the value of your investments.
Value $110M NZD
Members 15,261
Market index description A composite index is calculated using the target investment mix weightings of the underlying market and peer group indices for the asset classes that the fund invests into. Additional information about the market index is available on the offer register.
Period of data report Tue June 30th 2020
Fund started Mon Oct. 1st 2007
Three-year average return 2.57%
Market index past year return 3.04%
Past year return net of charges and tax -0.81%
Past year return net of charges gross of tax -0.65%
Market index return since fund started 9.97%
Return since fund started net 7.08%
Total annual fund fees 1.27%
Total performance based fees 0.0%
Manager's basic fee 1.14%
Administration charges 0.13%
Total other charges 23.4
Total other charges currency NZD

Key Personnel

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Tue June 30th 2020.

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
2020 -7.41% -6.81%
2019 10.11% 7.63%
2018 6.68% 6.9%
2017 11.18% 11.17%
2016 4.51% -1.07%
2015 15.30% 13.1%
2014 10.31% 8.53%
2013 13.23% 11.38%
2012 -5.15% -1.67%
2011 7.61% 5.44%

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 Tue June 30th 2020.

Showing the top 10 investments for this fund:

  • Orbis Global Equity Le Fund
    Australia International Equities
    4.33%
  • Fisher & Paykel Healthcare Corp
    New Zealand Australasian Equities
    2.8%
  • A2 Milk Co Ltd
    New Zealand Australasian Equities
    2.27%
  • Microsoft Corp
    United States International Equities
    1.41%
  • Spark New Zealand Ltd
    New Zealand Australasian Equities
    1.22%
  • Apple Inc
    United States International Equities
    1.16%
  • Amazon.Com Inc
    United States International Equities
    1.12%
  • Auckland International Airport
    New Zealand Australasian Equities
    0.99%
  • Gam Systematic Alternative Risk Premia Plus Fund
    Australia Other
    0.93%
  • Meridian Energy Ltd
    New Zealand Australasian Equities
    0.79%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register 30 June 2020 .

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 5.0% 10.51%
New Zealand Fixed Interest 3.0% 2.65%
International Fixed Interest 5.0% 1.17%
Australasian Equities 24.5% 24.04%
International Equities 52.75% 53.49%
Listed Properties 7.0% 6.16%
Unlisted Properties 0.0% 0.0%
Other 1.38% 0.93%
Commodities 1.38% 1.05%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2020 .

Does this fund have a policy to exclude any industries from its investments? The first column shows if the fund has a policy to exclude the issue. The second column shows if there are any current investments (source: Mindful Money research).

The Fund may have investments that are not consistent with their exclusions policy because they are still in the process of implementing their policy.

  • Issue of concern
    Does this fund say it excludes this?
    Actual holdings
  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    0.44%
  • Animal Testing:
    3.39%
  • Fossil Fuels:
    4.43%
  • Gambling:
    0.39%
  • GMOs:
    0.46%
  • Human Rights & Environmental Violations:
    2.38%
  • Palm Oil:
    0.04%
  • Tobacco:
    0.36%
  • Weapons:
    0.14%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue June 30th 2020 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 and research organisations.

Note that the fund’s intended exclusions may not be consistent with the analysis of the portfolio because of timing issues or because there are companies of concern in indirect investments by the fund.

Note that many KiwiSaver funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons.

In their own words: "The fund has a well-diversified portfolio that aims to provide growth, primarily through holding growth assets with a low allocation to income assets. The fund aims to achieve high returns, in exchange there will be larger movements up and down in the value of your investments."

Download the fund's disclosure statement and portfolio holdings.

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You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital invested. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.