AMP Passive International Shares Fund

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Not Mindful
Type: Aggressive fund
Past Returns: 3.98%

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

Annual Fees: 0.88%

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

Exxon Mobil Corp 0.44%
Chevron Corp 0.40%
Nextera Energy Inc 0.34%
Total Sa 0.26%
Bp Plc 0.23%
Royal Dutch Shell Plc-A Shs 0.20%
Dominion Energy Inc 0.18%
Royal Dutch Shell Plc-B Shs 0.17%
Enbridge Inc 0.17%
BHP Group Ltd 0.14%
American Electric Power Co Inc 0.12%
BHP Group Plc 0.10%
Xcel Energy Inc 0.10%
Conocophillips 0.09%
Wec Energy Group Inc 0.08%
Phillips 66 0.07%
Firstenergy Corp 0.07%
Kinder Morgan Inc/De 0.07%
Eni Spa 0.07%
Dte Energy Co 0.06%
Eog Resources Inc 0.06%
Valero Energy Corp 0.05%
Ameren Corp 0.05%
Williams Cos Inc/The 0.05%
Suncor Energy Inc 0.05%
Evergy Inc 0.05%
Engie Sa 0.05%
Marathon Petroleum Corp 0.05%
Anglo American Plc 0.05%
Cms Energy Corp 0.05%
Glencore Plc 0.05%
Rwe Ag 0.04%
Neste Oyj 0.04%
Lyondellbasell Industries Nv 0.04%
Clp Holdings Ltd 0.04%
Alliant Energy Corp 0.04%
Repsol Sa 0.04%
Canadian Natural Resources Ltd 0.04%
Woodside Petroleum Ltd 0.03%
Occidental Petroleum Corp 0.03%
Pioneer Natural Resources Co 0.03%
Aes Corp/Va 0.03%
Emera Inc 0.03%
Snam Spa 0.03%
Equinor Asa 0.03%
Pembina Pipeline Corp 0.03%
Nrg Energy Inc 0.02%
Apa Group 0.02%
Oneok Inc 0.02%
Concho Resources Inc 0.02%
Hess Corp 0.02%
Jxtg Holdings Inc 0.02%
Marubeni Corp 0.02%
Cheniere Energy Inc 0.02%
Galp Energia Sgps Sa 0.02%
Cabot Oil & Gas Corp 0.02%
Agl Energy Ltd 0.02%
Inpex Corp 0.02%
Origin Energy Ltd 0.02%
South32 Ltd-Lon 0.02%
Enagas Sa 0.01%
Koninklijke Vopak Nv 0.01%
Hollyfrontier Corp 0.01%
Omv Ag 0.01%
Idemitsu Kosan Co Ltd 0.01%
Caltex Australia Ltd 0.01%
Diamondback Energy Inc 0.01%
Santos Ltd 0.01%
Electric Power Development Co 0.01%
Chugoku Electric Power Co Inc/ 0.01%

Weapons

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

Tobacco

Gambling

Galaxy Entertainment Group Ltd 0.04%
Las Vegas Sands Corp 0.04%
Sands China Ltd 0.03%
Aristocrat Leisure Ltd 0.02%
Mgm Resorts International 0.02%
Wynn Resorts Ltd 0.02%
Gvc Holdings Plc 0.01%
Stars Group Inc/The 0.01%

Alcohol

Lvmh Moet Hennessy Louis Vuitt 0.30%
Diageo Plc 0.20%
Anheuser-Busch Inbev Sa/Nv 0.09%
Pernod Ricard Sa 0.09%
Constellation Brands Inc 0.07%
Heineken Nv 0.05%
Kirin Holdings Co Ltd 0.05%
Brown-Forman Corp 0.04%
Carlsberg A/S 0.04%
Asahi Group Holdings Ltd 0.04%
Heineken Holding Nv 0.02%
Treasury Wine Estates Ltd 0.01%
Davide Campari-Milano Spa 0.01%
Remy Cointreau Sa 0.01%

Palm Oil

Wilmar International Ltd 0.01%

GMOs

Novartis Ag 0.50%
Bayer Ag 0.16%
Basf Se 0.13%
Dupont De Nemours Inc 0.07%
Nutrien Ltd 0.05%
Novozymes A/S 0.02%
Stora Enso Oyj 0.02%

Human Rights & Environmental Violations

Johnson & Johnson 0.99%
Nestle Sa 0.89%
Chevron Corp 0.40%
Royal Dutch Shell Plc-A Shs 0.20%
Duke Energy Corp 0.17%
Royal Dutch Shell Plc-B Shs 0.17%
Rio Tinto Plc 0.15%
BHP Group Ltd 0.14%
BHP Group Plc 0.10%
Sempra Energy 0.09%
Barrick Gold Corp-Tse 0.08%
Nutrien Ltd 0.05%
Archer-Daniels-Midland Co 0.05%
Glencore Plc 0.05%
Rio Tinto Ltd 0.05%
Freeport-Mcmoran Inc 0.03%
Barrick Gold Corp-Lon 0.02%
Tokyo Electric Power Co Holdin 0.02%
Wilmar International Ltd 0.01%

Animal Testing

Johnson & Johnson 0.990%
Nestle Sa 0.890%
Procter & Gamble Co/The 0.830%
Coca-Cola Co/The 0.510%
Pepsico Inc 0.500%
Chevron Corp 0.400%
Lvmh Moet Hennessy Louis Vuitt 0.300%
Glaxosmithkline Plc 0.260%
Unilever Nv 0.210%
Royal Dutch Shell Plc-A Shs 0.200%
L'Oreal Sa 0.190%
Air Liquide Sa 0.170%
Royal Dutch Shell Plc-B Shs 0.170%
Bayer Ag 0.160%
Unilever Plc 0.160%
Reckitt Benckiser Group Plc 0.150%
Colgate-Palmolive Co 0.150%
Air Products & Chemicals Inc 0.130%
Kimberly-Clark Corp 0.130%
Ecolab Inc 0.130%
Basf Se 0.130%
Estee Lauder Cos Inc/The 0.110%
Danone Sa 0.110%
Walgreens Boots Alliance Inc 0.090%
General Mills Inc 0.090%
Tesco Plc 0.080%
Givaudan Sa 0.080%
Shiseido Co Ltd 0.060%
Ppg Industries Inc 0.060%
Koninklijke Dsm Nv 0.060%
Clorox Co/The 0.060%
Archer-Daniels-Midland Co 0.050%
Kraft Heinz Co/The 0.050%
Akzo Nobel Nv 0.050%
Henkel Ag & Co Kgaa Vorzug 0.040%
Church & Dwight Co Inc 0.040%
Symrise Ag 0.040%
Beiersdorf Ag 0.030%
Associated British Foods Plc 0.030%
Fmc Corp 0.030%
Chr Hansen Holding A/S 0.030%
International Flavors & Fragra-Ny 0.020%
Novozymes A/S 0.020%
Croda International Plc 0.020%
Cabot Oil & Gas Corp 0.020%
Solvay Sa 0.020%
Henkel Ag & Co Kgaa 0.020%
Jeronimo Martins Sgps Sa 0.020%
Burberry Group Plc 0.020%
Kikkoman Corp 0.020%
Arkema Sa 0.010%
Sumitomo Chemical Co Ltd 0.010%
Albemarle Corp 0.010%
J Sainsbury Plc 0.010%
Johnson Matthey Plc 0.010%
Coca-Cola European Partners Pl-Ams 0.010%
Kose Corp 0.010%
Mitsui Chemicals Inc 0.010%
Lanxess Ag 0.010%
Coca-Cola European Partners Pl-Ny 0.010%
Evonik Industries Ag 0.010%
Coca-Cola Hbc Ag 0.010%

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 FND614
Name AMP Passive International Shares Fund
Risk profile Aggressive fund
Description This is a single sector fund that aims to passively track the MSCI World ex Tobacco Net Index to provide investors with exposure to securities in developed equity markets. The fund aims to achieve long term capital growth primarily through exposure to a passively managed portfolio of equities of companies listed on international stock exchanges (which may include the NZ stock exchange for this fund).
Value $4.9M NZD
Members 322
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 3.98%
Market index past year return 4.09%
Past year return net of charges and tax 3.03%
Past year return net of charges gross of tax 3.07%
Market index return since fund started 10.37%
Return since fund started net 8.51%
Total annual fund fees 0.88%
Total performance based fees 0.0%
Manager's basic fee 0.73%
Administration charges 0.15%
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% -3.46%
2019 10.11% 7.71%
2018 6.68% 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 Tue June 30th 2020.

Showing the top 10 investments for this fund:

  • Apple Inc
    United States International Equities
    3.69%
  • Microsoft Corp
    United States International Equities
    3.34%
  • Amazon.Com Inc
    United States International Equities
    2.65%
  • Facebook Inc
    United States International Equities
    1.24%
  • Alphabet Inc (Class C)
    United States International Equities
    1.0%
  • Alphabet Inc (Class A)
    United States International Equities
    0.99%
  • Johnson & Johnson
    United States International Equities
    0.86%
  • Nestle Sa
    Switzerland International Equities
    0.77%
  • Visa Inc
    United States International Equities
    0.75%
  • Procter & Gamble Co
    United States International Equities
    0.68%

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% 3.02%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 2.16%
International Equities 100.0% 94.82%
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:
    1.04%
  • Animal Testing:
    8.27%
  • Fossil Fuels:
    4.95%
  • Gambling:
    0.24%
  • GMOs:
    0.95%
  • Human Rights & Environmental Violations:
    3.66%
  • Palm Oil:
    0.02%
  • Tobacco:
    0.01%
  • Weapons:
    0.19%

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 that aims to passively track the MSCI World ex Tobacco Net Index to provide investors with exposure to securities in developed equity markets. The fund aims to achieve long term capital growth primarily through exposure to a passively managed portfolio of equities of companies listed on international stock exchanges (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.