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AMP International Shares Fund

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Not Mindful
Type: Aggressive fund
Past Returns: 2.29%

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

Annual Fees: 1.17%

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

Nextera Energy Inc 0.25%
Exxon Mobil Corp 0.18%
Total Sa 0.17%
Chevron Corp 0.16%
Royal Dutch Shell Plc-B Shs 0.14%
BHP Group Ltd 0.14%
Bp Plc 0.13%
Enbridge Inc 0.11%
Omv Ag 0.10%
BHP Group Plc 0.10%
Rwe Ag 0.09%
Evergy Inc 0.08%
Dominion Energy Inc 0.08%
Phillips 66 0.08%
Engie Sa 0.08%
Clp Holdings Ltd 0.08%
Eni Spa 0.07%
Anglo American Plc 0.07%
Neste Oyj 0.07%
Valero Energy Corp 0.06%
American Electric Power Co Inc 0.06%
Royal Dutch Shell Plc-A Shs-Lon 0.06%
Conocophillips 0.06%
Firstenergy Corp 0.05%
Lyondellbasell Industries Nv 0.05%
Xcel Energy Inc 0.05%
Kinder Morgan Inc/De 0.04%
Suncor Energy Inc 0.04%
Enagas Sa 0.04%
Wec Energy Group Inc 0.04%
Hollyfrontier Corp 0.04%
Dte Energy Co 0.04%
Glencore Plc 0.04%
Snam Spa 0.03%
Royal Dutch Shell Plc-A Shs-Ams 0.03%
Jxtg Holdings Inc 0.03%
Cms Energy Corp 0.03%
Marubeni Corp 0.03%
Nrg Energy Inc 0.03%
Apa Group 0.03%
South32 Ltd 0.03%
Eog Resources Inc 0.03%
Ameren Corp 0.03%
Electric Power Development Co 0.03%
Marathon Petroleum Corp 0.02%
Cenovus Energy Inc 0.02%
Williams Cos Inc/The 0.02%
Alliant Energy Corp 0.02%
Engie Eur1 Prime Fidelite M201 0.02%
Equinor Asa 0.02%
Pembina Pipeline Corp 0.02%
Canadian Natural Resources Ltd 0.02%
Origin Energy Ltd 0.02%
Suez 0.02%
Atco Ltd/Canada 0.02%
Koninklijke Vopak Nv 0.02%
Pioneer Natural Resources Co 0.01%
Aes Corp/Va 0.01%
Woodside Petroleum Ltd 0.01%
Repsol Sa 0.01%
Occidental Petroleum Corp 0.01%
Concho Resources Inc 0.01%
Cheniere Energy Inc 0.01%
Oneok Inc 0.01%
Hess Corp 0.01%

Weapons

Meggitt Plc 0.05%
Teledyne Technologies Inc 0.05%
Transdigm Group Inc 0.05%
Booz Allen Hamilton Holding Co 0.03%
Dassault Aviation Sa 0.02%
Heico Corp 0.02%
Heico Corp-Class A 0.01%
Mitsubishi Heavy Industries Lt 0.01%
Singapore Technologies Enginee 0.01%

Tobacco

British American Tobacco 0.78%

Gambling

Las Vegas Sands Corp 0.04%
Genting Singapore Ltd 0.03%
Galaxy Entertainment Group Ltd 0.02%
Sands China Ltd 0.02%
Aristocrat Leisure Ltd 0.01%
Gvc Holdings Plc 0.01%
Wynn Resorts Ltd 0.01%

Alcohol

Lvmh Moet Hennessy Louis Vuitt 0.16%
Diageo Plc 0.12%
Carlsberg A/S 0.08%
Pernod Ricard Sa 0.04%
Anheuser-Busch Inbev Sa/Nv 0.04%
Constellation Brands Inc 0.03%
Heineken Nv 0.03%
Treasury Wine Estates Ltd 0.03%
Brown-Forman Corp 0.02%
Kirin Holdings Co Ltd 0.02%
Asahi Group Holdings Ltd 0.02%
Heineken Holding Nv 0.01%

Palm Oil

GMOs

Novartis Ag 0.63%
Bayer Ag 0.14%
Basf Se 0.07%
Nutrien Ltd 0.06%
Dupont De Nemours Inc 0.05%
Stora Enso Oyj 0.01%
Novozymes A/S 0.01%

Human Rights & Environmental Violations

Johnson & Johnson 0.79%
Nestle Sa 0.71%
Chevron Corp 0.16%
Rio Tinto Plc 0.15%
Royal Dutch Shell Plc-B Shs 0.14%
BHP Group Ltd 0.14%
BHP Group Plc 0.10%
Duke Energy Corp 0.09%
Barrick Gold Corp-Tse 0.08%
Nutrien Ltd 0.06%
Royal Dutch Shell Plc-A Shs-Lon 0.06%
Sempra Energy 0.06%
Archer-Daniels-Midland Co 0.05%
Glencore Plc 0.04%
Royal Dutch Shell Plc-A Shs-Ams 0.03%
Rio Tinto Ltd 0.03%
Tokyo Electric Power Co Holdin 0.02%

Animal Testing

Procter & Gamble Co/The 0.900%
Johnson & Johnson 0.790%
Nestle Sa 0.710%
Pepsico Inc 0.400%
Kimberly-Clark Corp 0.230%
Glaxosmithkline Plc 0.220%
Coca-Cola Co/The 0.220%
Colgate-Palmolive Co 0.170%
Air Products & Chemicals Inc 0.160%
Lvmh Moet Hennessy Louis Vuitt 0.160%
Chevron Corp 0.160%
Royal Dutch Shell Plc-B Shs 0.140%
Bayer Ag 0.140%
Unilever Nv 0.140%
Estee Lauder Cos Inc/The 0.120%
Unilever Plc 0.110%
Walgreens Boots Alliance Inc 0.110%
Danone Sa 0.110%
Reckitt Benckiser Group Plc 0.110%
General Mills Inc 0.080%
Basf Se 0.070%
Ecolab Inc 0.070%
Kraft Heinz Co/The 0.060%
Air Liquide Sa-Pf 0.060%
Royal Dutch Shell Plc-A Shs-Lon 0.060%
Akzo Nobel Nv 0.060%
L'Oreal Sa-Pf 0.050%
Church & Dwight Co Inc 0.050%
Givaudan Sa 0.050%
Archer-Daniels-Midland Co 0.050%
Coca-Cola Hbc Ag 0.050%
Clorox Co/The 0.040%
Tesco Plc 0.040%
Ppg Industries Inc 0.040%
Royal Dutch Shell Plc-A Shs-Ams 0.030%
Koninklijke Dsm Nv 0.030%
Shiseido Co Ltd 0.030%
Associated British Foods Plc 0.030%
L'Oreal 0.030%
Air Liquide Sa 0.020%
Henkel Ag & Co Kgaa Vorzug 0.020%
International Flavors & Fragra-Ny 0.020%
Symrise Ag 0.020%
Beiersdorf Ag 0.020%
Fmc Corp 0.020%
Johnson Matthey Plc 0.010%
Chr Hansen Holding A/S 0.010%
Croda International Plc 0.010%
Novozymes A/S 0.010%
British American Tobacco 0.780%
Unilever 0.030%

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 FND612
Name AMP International Shares Fund
Risk profile Aggressive fund
Description This is a single sector fund with exposure to a diversified global equities portfolio. The fund aims to achieve long term capital growth through exposure to equities of companies listed on stock exchanges around the world (which may include the NZ stock exchange for this fund).
Value $4.6M NZD
Members 397
Market index description MSCI World ex Tobacco Net Index (60% hedged to NZD)
Period of data report Tue June 30th 2020
Fund started Thu July 28th 2016
Three-year average return 2.29%
Market index past year return 4.09%
Past year return net of charges and tax 0.13%
Past year return net of charges gross of tax -0.04%
Market index return since fund started 10.37%
Return since fund started net 7.19%
Total annual fund fees 1.17%
Total performance based fees 0.0%
Manager's basic fee 1.03%
Administration charges 0.14%
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% -6.62%
2019 10.11% 4.86%
2018 6.68% 8.64%

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
    10.01%
  • Microsoft Corp
    United States International Equities
    3.25%
  • Apple Inc
    United States International Equities
    2.69%
  • Amazon.Com Inc
    United States International Equities
    2.58%
  • Henderson Global Equity Multi Strategy Fund
    United States International Equities
    1.59%
  • Facebook Inc
    United States International Equities
    1.08%
  • Alphabet Inc (Class C)
    United States International Equities
    0.78%
  • Alphabet Inc (Class A)
    United States International Equities
    0.77%
  • Procter & Gamble Co
    United States International Equities
    0.74%
  • Johnson & Johnson
    United States International Equities
    0.69%

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 0.0% 1.67%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 1.82%
International Equities 100.0% 96.51%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

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:
    0.62%
  • Animal Testing:
    7.23%
  • Fossil Fuels:
    3.61%
  • Gambling:
    0.18%
  • GMOs:
    0.98%
  • Human Rights & Environmental Violations:
    2.71%
  • Palm Oil:
    0.01%
  • Tobacco:
    0.79%
  • Weapons:
    0.27%

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: "This is a single sector fund with exposure to a diversified global equities portfolio. The fund aims to achieve long term capital growth through exposure to equities of companies listed on stock exchanges around the world (which may include the NZ stock exchange for this fund)."

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.