Fund type: Growth fund
Past Returns: *-2.38%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 growth funds is 8.07%.
The fund provider has not disclosed the full list of companies in this fund.
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
Thermo Fisher Scientific sells scientific instruments and laboratory equipment, diagnostics consumables, and life science reagents. Thermo Fisher DNA testing kits have been linked to surveillance and discriminatory purposes by the legal authorities in Xinjiang (a region of China) for monitoring and tracking the Muslim Uyghur ethnic group and other minorities. Evidence that DNA sequencing products continue to be distributed in China, despite the company announcing it would halt sales to the region.
The Managers of the underlying funds which our Funds invest in have their own approach. More information can be found on their websites.
Fund type: Growth fund
Past Returns: *-2.38%The Fund aims to provide investors with exposure to a diversified range of global and domestic investments which make a positive environmental or social impact while aiming to exceed the return benchmark. All investments are assessed against the United Nations Sustainable Development Goals (SDGs).
| Value | $126k NZD |
| Period of data report | 31st March 2026 |
| Members | 5 |
| Fund started | 9th May 2024 |
| Total annual fund fees | 1.5% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 1.3% |
| Other management and administration charges | 0.2% |
| Total other charges | 30.0 |
| Total other charges currency | NZD |
|
Stuart Williams |
Currently: Managing Director and Chair of Investment Committee (3 years, 0 months)
|
|
James Rogers |
Currently: Chief Operating Officer and member of the Investment Committee (9 years, 0 months)
|
|
Sam Bryden |
Currently: Head of Distribution and member of the Investment Committee (3 years, 0 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2026.
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 |
|---|---|---|
| 2026 | 7.50% | -2.38% |
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 2026.
Harbour Sustainable Impact Fund
New Zealand Fund
Cash and Cash Equivalents
New Zealand Cash and Equivalents AA-
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 5.0% | 18.49% |
| New Zealand Fixed Interest | 22.5% | 24.82% |
| International Fixed Interest | 0.0% | 0.34% |
| Australasian Equities | 20.0% | 16.93% |
| International Equities | 35.0% | 37.13% |
| Listed Properties | 0.0% | 2.29% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 17.5% | 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 March 2026.
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 2026 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.
The fund provider has not disclosed the full list of companies in this fund.
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
Thermo Fisher Scientific sells scientific instruments and laboratory equipment, diagnostics consumables, and life science reagents. Thermo Fisher DNA testing kits have been linked to surveillance and discriminatory purposes by the legal authorities in Xinjiang (a region of China) for monitoring and tracking the Muslim Uyghur ethnic group and other minorities. Evidence that DNA sequencing products continue to be distributed in China, despite the company announcing it would halt sales to the region.
The Managers of the underlying funds which our Funds invest in have their own approach. More information can be found on their websites.
Fund type: Growth fund
Past Returns: *-2.38%The Fund aims to provide investors with exposure to a diversified range of global and domestic investments which make a positive environmental or social impact while aiming to exceed the return benchmark. All investments are assessed against the United Nations Sustainable Development Goals (SDGs).
| Value | $126k NZD |
| Period of data report | 31st March 2026 |
| Members | 5 |
| Fund started | 9th May 2024 |
| Total annual fund fees | 1.5% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 1.3% |
| Other management and administration charges | 0.2% |
| Total other charges | 30.0 |
| Total other charges currency | NZD |
|
Stuart Williams |
Currently: Managing Director and Chair of Investment Committee (3 years, 0 months)
|
|
James Rogers |
Currently: Chief Operating Officer and member of the Investment Committee (9 years, 0 months)
|
|
Sam Bryden |
Currently: Head of Distribution and member of the Investment Committee (3 years, 0 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2026.
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 |
|---|---|---|
| 2026 | 7.50% | -2.38% |
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 2026.
Harbour Sustainable Impact Fund
New Zealand Fund
Cash and Cash Equivalents
New Zealand Cash and Equivalents AA-
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 5.0% | 18.49% |
| New Zealand Fixed Interest | 22.5% | 24.82% |
| International Fixed Interest | 0.0% | 0.34% |
| Australasian Equities | 20.0% | 16.93% |
| International Equities | 35.0% | 37.13% |
| Listed Properties | 0.0% | 2.29% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 17.5% | 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 March 2026.
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 2026 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.
