AMP International Shares Fund No. 2

Find a Mindful Ethical fund »

Not Mindful

Fund type: Aggressive fund

Past Returns: 13.06%

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

Annual Fees: 0.79%

Annual fees, including management and administration fees, but not membership 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.


Weapons

Jfe Holdings Inc 0.05%

Gambling

Draftkings Inc 0.04%
Galaxy Entertainment Group Limited 0.01%
Las Vegas Sands Corp 0.02%
Melco Resorts and Entertainme Adr 0.02%
Mgm Resorts International 0.08%
Sands China Limited 0.04%
Sjm Holdings Ltd 0.01%
Vici Properties Inc 0.02%
Wynn Macau Ltd 0.01%
Wynn Resorts Ltd 0.01%

Adult Entertainment/Pornography

Mgm Resorts International 0.08%

Alcohol

Anheuser Busch Inbev SA Nv 0.21%
Asahi Group Holdings Ltd 0.08%
Brown Forman Corp 0.11%
Budweiser Brewing Company Apac Ltd 0.01%
Carlsberg As - B 0.06%
Diageo Ord 28 101/108P 0.37%
Heineken Holding Nv 0.01%
Heineken Nv 0.08%
Kirin Holdings Co Ltd 0.01%
LVMH Moet Hennessy Vuitton Se 0.23%
Molson Coors Beverage Co 0.06%
Pernod-Ricard SA 0.06%

GMOs

Corteva Inc 0.14%

Human Rights & Environmental Violations

Johnson & Johnson Com US$1 0.73%
Motorola Solutions Inc 0.11%
Nestle SA 0.61%
Rio Tinto PLC Ord 10P Gbp 0.26%

Animal Testing

Air Liquide 0.08%
Akzo Nobel Nv Eur0.50 0.07%
Albermarle Corp 0.04%
Asahi Group Holdings Ltd 0.08%
Associated British Foods PLC 0.06%
Avantor Inc 0.03%
Beiersdorf AG 0.01%
Burberry Group PLC 0.04%
Church & Dwight Co 0.02%
Clorox Co Del 0.11%
Corteva Inc 0.14%
Covestro AG 0.01%
Danone 0.14%
Dow Inc 0.17%
Dupont De Nemours Inc 0.12%
Ecolab Ltd 0.31%
Estee Lauder Companies 0.12%
Fmc Corp 0.03%
Fuji Film Holdings Corp 0.03%
General Mills Inc 0.16%
Givaudan - Reg 0.12%
Glaxosmithkline PLC 0.15%
Henkel AG & Co Kgaa 0.03%
Henkel AG & Co Kgaa Non Vtg Pref 0.02%
Hermes International 0.05%
Icl Group Ltd 0.03%
Ingersoll Rand Inc 0.02%
Intl Flavors & Fragrances USD 0.13%
Jeronimo Martins Sgps SA 0.03%
Johnson & Johnson Com US$1 0.73%
Johnson Matthey PLC 0.03%
Kao Corporation Jpy50 0.09%
Kellogg Company 0.10%
Kerry Group PLC-A 0.05%
Keurig Dr Pepper Inc 0.15%
Kikkoman Corporation Jpy 0.03%
Kimberly Clark Corp Com Usd1.25 0.25%
Kirin Holdings Co Ltd 0.01%
Koninklijke Dsm Nv 0.05%
Kraft Heinz Co Com Usd0.01 0.12%
L'Oreal 0.25%
LVMH Moet Hennessy Vuitton Se 0.23%
Linde PLC 0.42%
Mondelez International Inc 0.20%
Mosaic Co Com 0.08%
Nestle SA 0.61%
Novozymes A/S Ser`B`Dkk2 0.01%
Nutrien Ltd Com Npv 0.23%
Orkla Asa 0.04%
PPG Industries Inc 0.13%
Pepsico Inc Cap US$0.01 2/3 0.65%
Puma Se 0.01%
Reckitt Benckiser Group PLC 0.14%
Rpm International Inc 0.01%
Sainsbury (J) PLC 0.04%
Sherwin Williams Com Usd1 0.08%
Shin-Etsu Chem Co Y50 0.06%
Shiseido Company Limited Jpy50 0.03%
Solvay SA Belgian Bef 0.03%
Svenska Cellulosa Ab - B Shares 0.06%
Symrise AG 0.02%
Umicore Npv 0.05%
Unilever PLC 0.26%
Yara International Asa 0.05%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Thu Sept. 30th 2021 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.

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.

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
2021 35.08% 34.94%
2020 -6.18% -3.46%
2019 9.46% 7.71%
2018 6.55% 7.69%

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 Thu Sept. 30th 2021.

Showing the top 10 investments for this fund:

  • Apple Inc
    United States International Equities
    4.09%
  • Microsoft Corp
    United States International Equities
    3.67%
  • Amazon.Com Inc
    United States International Equities
    2.61%
  • Alphabet Inc Class A
    United States International Equities
    1.42%
  • Facebook Inc Class A
    United States International Equities
    1.29%
  • Alphabet Inc Class C
    United States International Equities
    1.28%
  • Tesla Inc
    United States International Equities
    1.14%
  • Nvidia Corp
    United States International Equities
    0.99%
  • Jpmorgan Chase & Co
    United States International Equities
    0.81%
  • Visa Inc Class A
    United States International Equities
    0.77%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register Thu Sept. 30th 2021.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 0.0% 0.55%
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% 99.45%
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 Thu Sept. 30th 2021.

Does this fund exclude companies that cause deep concern to New Zealanders? The first column shows if the fund has a credible 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:
    0.08%
  • Alcohol:
    1.31%
  • Animal Testing:
    7.77%
  • Fossil Fuels:
    0.00%
  • Gambling:
    0.27%
  • GMOs:
    0.14%
  • Human Rights & Environmental Violations:
    1.71%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.00%
  • Weapons:
    0.07%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Thu Sept. 30th 2021 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.

Note that the fund’s exclusions policy may not be consistent with its portfolio holdings because the fund might be still implementing its policy change or their policy may be less stringent than the definitions applied by Mindful Money.

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. Similarly Mindful Money uses a broader scope for fossil fuels than the government’s rules for default KiwiSaver funds. The full definitions used in the Mindful Money analysis are here.

In their own words

"This is a single sector fund with exposure to a diversified international equities portfolio. The fund aims to achieve long term capital growth through exposure to equities of companies listed on stock exchanges around the world."

Value $11M NZD
Period of data report Thu Sept. 30th 2021
Members 479
Fund started Thu July 28th 2016
Total annual fund fees 0.79%
Total performance based fees 0.0%
Manager's basic fee 0.69%
Other management and administration charges 0.1%
Total other charges 23.4
Total other charges currency NZD

Key Personnel

Timothy Pritchard

Currently: Investment Committee Member (2 years, 6 months)
Previously: General Counsel AMP Wealth Management New Zealand (3 years, 4 months)

Jeffery Darren Ruscoe

Currently: Investment Committee Member (2 years, 6 months)
Previously: Chief Client Officer AMP Wealth Management New Zealand (2 years, 6 months)

Blair Robert Vernon

Currently: Investment Committee Member (10 years, 3 months)
Previously: Chief Executive AMP Wealth Management New Zealand (2 years, 9 months)

Mark David Ennis

Currently: Investment Committee Member (1 years, 2 months)
Previously: Managing Director AdviceFirst Limited (1 years, 7 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Thu Sept. 30th 2021.

Downloads

Download the fund's disclosure statement and portfolio holdings.

Latest news

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 Markets Conduct Act 2013 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.