Funds

AMP KiwiSaver Global Select Growth Fund

Total Ethical Concerns: 13.08%

The average total concerns of all KiwiSaver growth funds is 8.07%.

Companies of Concern

  • Animal Cruelty 2.22%

    • Shell
      0.47%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.47%
    • Colgate-Palmolive Co.
      0.45%
      0.45%
    • Hermès International Sca
      0.17%
      0.17%
    • Reliance Industries Ltd.
      0.14%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.14%
    • Chevron Corp.
      0.13%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.13%
    • 3M
      0.10%
      0.10%
    • Tyson Foods Inc
      0.08%
      0.08%
    • Henkel AG & Co. Kgaa
      0.07%
      0.07%
    • Coromandel International Ltd.
      0.06%
      0.06%
    • Givaudan SA
      0.06%
      0.06%
    • Chambal Fertilisers & Chemicals Ltd.
      0.05%
      0.05%
    • 0.04%
    • Celanese US Holdings Llc
      0.03%
      0.03%
    • China Petroleum & Chemical Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Orica Ltd.
      0.03%
      0.03%
    • Sabic
      0.03%
      0.03%
    • Koninklijke Ahold Delhaize Nv
      0.02%
      0.02%
    • Dupont De Nemours
      0.01%
      0.01%
    • Hindalco Industries Ltd.
      0.01%
      0.01%
    • Otsuka Holdings Co., Ltd.
      0.01%
      0.01%
    • Rpm International, Inc.
      0.01%
      0.01%
    • Unilever PLC
      0.01%
      0.01%
  • Human Rights Violations 2.46%

    • 1.13%
    • Glencore
      0.18%
      0.18%
    • Petrobras
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Rio Tinto
      0.07%
      0.07%
    • Nestlé
      0.06%
      0.06%
    • Ptt Exploration & Production PLC
      0.05%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.05%
    • Holcim
      0.04%
      0.04%
    • China Petroleum & Chemical Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • 0.03%
    • UBS
      0.03%
      0.03%
    • Ptt Public Co., Ltd.
      0.02%
      0.02%
    • Caterpillar
      0.01%
      0.01%
  • Social Harm 0.55%

  • Fossil Fuels 7.57%

    • Contact Energy Ltd.
      0.76%
      1.5°C
      This company is on a 1.5°C pathway
      0.76%
    • Shell
      0.47%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.47%
    • Barrick Gold
      0.32%
      0.32%
    • Cheniere Energy, Inc.
      0.29%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.29%
    • BHP
      0.27%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.27%
    • Marathon Petroleum Corp.
      0.24%
      0.24%
    • Nextera Energy, Inc.
      0.24%
      0.24%
    • Engie SA
      0.23%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.23%
    • The Southern Co.
      0.19%
      0.19%
    • Duke Energy Corp
      0.18%
      0.18%
    • Glencore
      0.18%
      0.18%
    • Enbridge, Inc.
      0.16%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.16%
    • Reliance Industries Ltd.
      0.14%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.14%
    • Chevron Corp.
      0.13%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.13%
    • Delta Air Lines, Inc.
      0.13%
      0.13%
    • 0.13%
    • American Electric Power Co., Inc.
      0.11%
      0.11%
    • National Grid PLC
      0.11%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.11%
    • The Williams Cos., Inc.
      0.11%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.11%
    • Oneok, Inc.
      0.09%
      0.09%
    • Consolidated Edison, Inc.
      0.08%
      0.08%
    • Dominion Energy, Inc.
      0.08%
      0.08%
    • Entergy Corp.
      0.08%
      0.08%
    • Kinder Morgan, Inc.
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Petrobras
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Pg&E Corp
      0.08%
      0.08%
    • Sempra Energy
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Tc Energy Corp.
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Xcel Energy, Inc.
      0.08%
      0.08%
    • Canadian Natural Resources Ltd.
      0.07%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.07%
    • Channel Infrastructure
      0.07%
      0.07%
    • Intertek Group PLC
      0.07%
      0.07%
    • Rio Tinto
      0.07%
      0.07%
    • Targa Resources Corp.
      0.07%
      0.07%
    • Fortis, Inc.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Santos Ltd.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Wec Energy Group, Inc.
      0.06%
      0.06%
    • Ameren Corp.
      0.05%
      0.05%
    • Atmos Energy Corp.
      0.05%
      0.05%
    • Ppl Corp.
      0.05%
      0.05%
    • Ptt Exploration & Production PLC
      0.05%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.05%
    • Agl Energy Ltd.
      0.04%
      0.04%
    • CMS Energy Corp.
      0.04%
      0.04%
    • Centerpoint Energy, Inc.
      0.04%
      0.04%
    • Eog Resources, Inc.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Firstenergy Corp.
      0.04%
      0.04%
    • Pembina Pipeline Corp.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Royal Vopak Nv
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • South32 Ltd.
      0.04%
      0.04%
    • Woodside Energy Group Ltd.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Alliant Energy Corp.
      0.03%
      0.03%
    • Centrica PLC
      0.03%
      0.03%
    • China Petroleum & Chemical Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Clp Holdings Ltd.
      0.03%
      0.03%
    • Conocophillips
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Emera, Inc.
      0.03%
      0.03%
    • Evergy, Inc.
      0.03%
      0.03%
    • Nisource, Inc.
      0.03%
      0.03%
    • Orica Ltd.
      0.03%
      0.03%
    • Osaka Gas
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • PT Aneka Tambang Tbk
      0.03%
      0.03%
    • Samsung E&A Co. Ltd.
      0.03%
      0.03%
    • Saudi Electricity Company (Sec)
      0.03%
      0.03%
    • Acs Actividades De Construcción Y Servicios SA
      0.02%
      0.02%
    • Endesa SA
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      0.02%
    • Fortum Oyj
      0.02%
      0.02%
    • Great Eastern Shipping Co. Ltd.
      0.02%
      0.02%
    • Hong Kong & China Gas Co. Ltd.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Itochu Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Marubeni Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Oge Energy Corp.
      0.02%
      0.02%
    • Pinnacle West Capital Corp.
      0.02%
      0.02%
    • Posco
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Ptt Public Co., Ltd.
      0.02%
      0.02%
    • The Kansai Electric Power Co., Inc.
      0.02%
      0.02%
    • Tokyo Gas Co., Ltd.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Vedanta Resources
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Algonquin Power & Utilities Corp.
      0.01%
      0.01%
    • Beach Energy Ltd.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Calpine Corp.
      0.01%
      0.01%
    • Chubu Electric Power Co., Inc.
      0.01%
      0.01%
    • E.On Se
      0.01%
      0.01%
    • Franco-Nevada Corp.
      0.01%
      0.01%
    • Idacorp, Inc.
      0.01%
      0.01%
    • Inpex Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Keyera Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Mitsui & Co., Ltd.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Monadelphous Group Ltd.
      0.01%
      0.01%
    • Nrg Energy, Inc.
      0.01%
      0.01%
    • OMV AG
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Petron Corp.
      0.01%
      0.01%
    • Power Assets Holdings Ltd.
      0.01%
      0.01%
  • Weapons 0.99%

    • 0.30%
    • Howmet Aerospace, Inc.
      0.22%
      0.22%
    • Mtu Aero Engines AG
      0.11%
      0.11%
    • Daikin Industries Ltd.
      0.10%
      0.10%
    • Saab Ab
      0.10%
      0.10%
    • Melrose Industries PLC
      0.05%
      0.05%
    • Transdigm Group, Inc.
      0.05%
      0.05%
  • Environmental Harm 2.45%

    • Shell
      0.47%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.47%
    • Barrick Gold
      0.32%
      0.32%
    • BHP
      0.27%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.27%
    • Duke Energy Corp
      0.18%
      0.18%
    • Glencore
      0.18%
      0.18%
    • Chevron Corp.
      0.13%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.13%
    • Danone
      0.13%
      0.13%
    • 0.12%
    • Coca-Cola
      0.11%
      0.11%
    • 0.11%
    • 3M
      0.10%
      0.10%
    • Pg&E Corp
      0.08%
      0.08%
    • Coromandel International Ltd.
      0.06%
      0.06%
    • Hindustan Zinc Limited
      0.03%
      0.03%
    • Wh Group
      0.03%
      0.03%
    • AGC Inc
      0.02%
      0.02%
    • Posco
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Vedanta Resources
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • PepsiCo
      0.01%
      0.01%
    • Unilever PLC
      0.01%
      0.01%

From the Fund Provider

  • About this fund

    About this Fund

    The fund is a well-diversified portfolio that aims to provide growth, primarily through holding diversified growth assets with a lower allocation to lower-risk income assets. The fund aims to achieve medium to high returns, in exchange there will be larger movements up and down in the value of the investments.

    Value $90.0M NZD
    Period of data report 31st March 2025
    Members 4,568
    Fund started 28th July 2016
    Total annual fund fees 1.24%
    Total performance based fees 0.0%
    Manager's basic fee 1.17%
    Other management and administration charges 0.07%
    Total other charges 23.4
    Total other charges currency NZD

    Jeff Ruscoe

    Currently: Investment Committee, Member(Chairman) (6 years, 0 months)
    Previously: Managing Director, AMP Wealth Management New Zealand (2 years, 11 months)

    Mark Ennis

    Currently: Investment Committee, Member (4 years, 8 months)
    Previously: Managing Director, AdviceFirst Limited (5 years, 1 months)

    Justin Boyes*

    Currently: Investment Committee, Member (0 years, 3 months)
    Previously: GM, Retail Customer (2 years, 7 months)

    Aaron Klee*

    Currently: Investment Committee, Member (0 years, 3 months)
    Previously: GM, Investment Management and Services (2 years, 7 months)

    Craig Stobo*

    Currently: Investment Committee, Independent Member (1 years, 5 months)
    Previously: Chairman, Financial Markets Authority (0 years, 10 months)

    This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.

  • Past Returns

    Past Returns

    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
    2025 3.71% 4.69%
    2024 14.15% 11.26%
    2023 -3.87% -5.37%
    2022 1.40% 4.89%
    2021 28.16% 29.12%
    2020 -3.43% -5.33%
    2019 6.75% 7.19%
    2018 7.80% 6.89%

    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 2025.

  • Investments

    Top 10 Investments

    • Ishares Core FTSE Global Infrastructure (AUD Hedged) ETF

      Australia Other

      5.18%
    • Ishares Physical Gold Etc

      Ireland Cash and Equivalents

      3.11%
    • Ishares Core FTSE Global Property Ex Australia (AUD Hedged) ETF

      Australia Other

      2.49%
    • Apple Inc

      United States International Equities

      2.22%
    • Cash & Equivalents

      Australia Cash and Equivalents

      2.22%
    • Fisher & Paykel Healthcare Corporation Limited

      New Zealand Australasian Equities

      2.06%
    • Microsoft Corp

      United States International Equities

      1.93%
    • Nvidia Corp

      United States International Equities

      1.69%
    • Auckland International Airport Limited

      New Zealand Australasian Equities

      1.43%
    • Amazon.Com Inc

      United States International Equities

      1.4%
    Type Target Actual
    Cash and Cash Equivalents 2.5% 2.93%
    New Zealand Fixed Interest 8.0% 8.27%
    International Fixed Interest 6.0% 6.17%
    Australasian Equities 16.5% 16.37%
    International Equities 48.5% 47.17%
    Listed Properties 2.5% 2.53%
    Unlisted Properties 0.0% 0.0%
    Other 13.0% 13.45%
    Commodities 3.0% 3.11%

    Investment Mix

    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 2025.

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 2025 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.

Issues of Concern

  • 2.22% Animal Cruelty
  • 2.46% Human Rights Violations
  • 0.55% Social Harm
  • 7.57% Fossil Fuels
  • 0.99% Weapons
  • 2.45% Environmental Harm

Companies of Concern

  • Animal Cruelty

    • Shell
      0.47%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.47%
    • Colgate-Palmolive Co.
      0.45%
      0.45%
    • Hermès International Sca
      0.17%
      0.17%
    • Reliance Industries Ltd.
      0.14%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.14%
    • Chevron Corp.
      0.13%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.13%
    • 3M
      0.10%
      0.10%
    • Tyson Foods Inc
      0.08%
      0.08%
    • Henkel AG & Co. Kgaa
      0.07%
      0.07%
    • Coromandel International Ltd.
      0.06%
      0.06%
    • Givaudan SA
      0.06%
      0.06%
    • Chambal Fertilisers & Chemicals Ltd.
      0.05%
      0.05%
    • 0.04%
    • Celanese US Holdings Llc
      0.03%
      0.03%
    • China Petroleum & Chemical Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Orica Ltd.
      0.03%
      0.03%
    • Sabic
      0.03%
      0.03%
    • Koninklijke Ahold Delhaize Nv
      0.02%
      0.02%
    • Dupont De Nemours
      0.01%
      0.01%
    • Hindalco Industries Ltd.
      0.01%
      0.01%
    • Otsuka Holdings Co., Ltd.
      0.01%
      0.01%
    • Rpm International, Inc.
      0.01%
      0.01%
    • Unilever PLC
      0.01%
      0.01%
  • Human Rights Violations

    • 1.13%
    • Glencore
      0.18%
      0.18%
    • Petrobras
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Rio Tinto
      0.07%
      0.07%
    • Nestlé
      0.06%
      0.06%
    • Ptt Exploration & Production PLC
      0.05%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.05%
    • Holcim
      0.04%
      0.04%
    • China Petroleum & Chemical Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • 0.03%
    • UBS
      0.03%
      0.03%
    • Ptt Public Co., Ltd.
      0.02%
      0.02%
    • Caterpillar
      0.01%
      0.01%
  • Fossil Fuels

    • Contact Energy Ltd.
      0.76%
      1.5°C
      This company is on a 1.5°C pathway
      0.76%
    • Shell
      0.47%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.47%
    • Barrick Gold
      0.32%
      0.32%
    • Cheniere Energy, Inc.
      0.29%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.29%
    • BHP
      0.27%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.27%
    • Marathon Petroleum Corp.
      0.24%
      0.24%
    • Nextera Energy, Inc.
      0.24%
      0.24%
    • Engie SA
      0.23%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.23%
    • The Southern Co.
      0.19%
      0.19%
    • Duke Energy Corp
      0.18%
      0.18%
    • Glencore
      0.18%
      0.18%
    • Enbridge, Inc.
      0.16%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.16%
    • Reliance Industries Ltd.
      0.14%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.14%
    • Chevron Corp.
      0.13%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.13%
    • Delta Air Lines, Inc.
      0.13%
      0.13%
    • 0.13%
    • American Electric Power Co., Inc.
      0.11%
      0.11%
    • National Grid PLC
      0.11%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.11%
    • The Williams Cos., Inc.
      0.11%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.11%
    • Oneok, Inc.
      0.09%
      0.09%
    • Consolidated Edison, Inc.
      0.08%
      0.08%
    • Dominion Energy, Inc.
      0.08%
      0.08%
    • Entergy Corp.
      0.08%
      0.08%
    • Kinder Morgan, Inc.
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Petrobras
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Pg&E Corp
      0.08%
      0.08%
    • Sempra Energy
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Tc Energy Corp.
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Xcel Energy, Inc.
      0.08%
      0.08%
    • Canadian Natural Resources Ltd.
      0.07%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.07%
    • Channel Infrastructure
      0.07%
      0.07%
    • Intertek Group PLC
      0.07%
      0.07%
    • Rio Tinto
      0.07%
      0.07%
    • Targa Resources Corp.
      0.07%
      0.07%
    • Fortis, Inc.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Santos Ltd.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Wec Energy Group, Inc.
      0.06%
      0.06%
    • Ameren Corp.
      0.05%
      0.05%
    • Atmos Energy Corp.
      0.05%
      0.05%
    • Ppl Corp.
      0.05%
      0.05%
    • Ptt Exploration & Production PLC
      0.05%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.05%
    • Agl Energy Ltd.
      0.04%
      0.04%
    • CMS Energy Corp.
      0.04%
      0.04%
    • Centerpoint Energy, Inc.
      0.04%
      0.04%
    • Eog Resources, Inc.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Firstenergy Corp.
      0.04%
      0.04%
    • Pembina Pipeline Corp.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Royal Vopak Nv
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • South32 Ltd.
      0.04%
      0.04%
    • Woodside Energy Group Ltd.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Alliant Energy Corp.
      0.03%
      0.03%
    • Centrica PLC
      0.03%
      0.03%
    • China Petroleum & Chemical Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Clp Holdings Ltd.
      0.03%
      0.03%
    • Conocophillips
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Emera, Inc.
      0.03%
      0.03%
    • Evergy, Inc.
      0.03%
      0.03%
    • Nisource, Inc.
      0.03%
      0.03%
    • Orica Ltd.
      0.03%
      0.03%
    • Osaka Gas
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • PT Aneka Tambang Tbk
      0.03%
      0.03%
    • Samsung E&A Co. Ltd.
      0.03%
      0.03%
    • Saudi Electricity Company (Sec)
      0.03%
      0.03%
    • Acs Actividades De Construcción Y Servicios SA
      0.02%
      0.02%
    • Endesa SA
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      0.02%
    • Fortum Oyj
      0.02%
      0.02%
    • Great Eastern Shipping Co. Ltd.
      0.02%
      0.02%
    • Hong Kong & China Gas Co. Ltd.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Itochu Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Marubeni Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Oge Energy Corp.
      0.02%
      0.02%
    • Pinnacle West Capital Corp.
      0.02%
      0.02%
    • Posco
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Ptt Public Co., Ltd.
      0.02%
      0.02%
    • The Kansai Electric Power Co., Inc.
      0.02%
      0.02%
    • Tokyo Gas Co., Ltd.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Vedanta Resources
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Algonquin Power & Utilities Corp.
      0.01%
      0.01%
    • Beach Energy Ltd.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Calpine Corp.
      0.01%
      0.01%
    • Chubu Electric Power Co., Inc.
      0.01%
      0.01%
    • E.On Se
      0.01%
      0.01%
    • Franco-Nevada Corp.
      0.01%
      0.01%
    • Idacorp, Inc.
      0.01%
      0.01%
    • Inpex Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Keyera Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Mitsui & Co., Ltd.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Monadelphous Group Ltd.
      0.01%
      0.01%
    • Nrg Energy, Inc.
      0.01%
      0.01%
    • OMV AG
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Petron Corp.
      0.01%
      0.01%
    • Power Assets Holdings Ltd.
      0.01%
      0.01%
  • Weapons

    • 0.30%
    • Howmet Aerospace, Inc.
      0.22%
      0.22%
    • Mtu Aero Engines AG
      0.11%
      0.11%
    • Daikin Industries Ltd.
      0.10%
      0.10%
    • Saab Ab
      0.10%
      0.10%
    • Melrose Industries PLC
      0.05%
      0.05%
    • Transdigm Group, Inc.
      0.05%
      0.05%
  • Environmental Harm

    • Shell
      0.47%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.47%
    • Barrick Gold
      0.32%
      0.32%
    • BHP
      0.27%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.27%
    • Duke Energy Corp
      0.18%
      0.18%
    • Glencore
      0.18%
      0.18%
    • Chevron Corp.
      0.13%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.13%
    • Danone
      0.13%
      0.13%
    • 0.12%
    • Coca-Cola
      0.11%
      0.11%
    • 0.11%
    • 3M
      0.10%
      0.10%
    • Pg&E Corp
      0.08%
      0.08%
    • Coromandel International Ltd.
      0.06%
      0.06%
    • Hindustan Zinc Limited
      0.03%
      0.03%
    • Wh Group
      0.03%
      0.03%
    • AGC Inc
      0.02%
      0.02%
    • Posco
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Vedanta Resources
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • PepsiCo
      0.01%
      0.01%
    • Unilever PLC
      0.01%
      0.01%

About this Fund

The fund is a well-diversified portfolio that aims to provide growth, primarily through holding diversified growth assets with a lower allocation to lower-risk income assets. The fund aims to achieve medium to high returns, in exchange there will be larger movements up and down in the value of the investments.

Value $90.0M NZD
Period of data report 31st March 2025
Members 4,568
Fund started 28th July 2016
Total annual fund fees 1.24%
Total performance based fees 0.0%
Manager's basic fee 1.17%
Other management and administration charges 0.07%
Total other charges 23.4
Total other charges currency NZD

Jeff Ruscoe

Currently: Investment Committee, Member(Chairman) (6 years, 0 months)
Previously: Managing Director, AMP Wealth Management New Zealand (2 years, 11 months)

Mark Ennis

Currently: Investment Committee, Member (4 years, 8 months)
Previously: Managing Director, AdviceFirst Limited (5 years, 1 months)

Justin Boyes*

Currently: Investment Committee, Member (0 years, 3 months)
Previously: GM, Retail Customer (2 years, 7 months)

Aaron Klee*

Currently: Investment Committee, Member (0 years, 3 months)
Previously: GM, Investment Management and Services (2 years, 7 months)

Craig Stobo*

Currently: Investment Committee, Independent Member (1 years, 5 months)
Previously: Chairman, Financial Markets Authority (0 years, 10 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.

Past Returns

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
2025 3.71% 4.69%
2024 14.15% 11.26%
2023 -3.87% -5.37%
2022 1.40% 4.89%
2021 28.16% 29.12%
2020 -3.43% -5.33%
2019 6.75% 7.19%
2018 7.80% 6.89%

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 2025.

Top 10 Investments

  • Ishares Core FTSE Global Infrastructure (AUD Hedged) ETF

    Australia Other

    5.18%
  • Ishares Physical Gold Etc

    Ireland Cash and Equivalents

    3.11%
  • Ishares Core FTSE Global Property Ex Australia (AUD Hedged) ETF

    Australia Other

    2.49%
  • Apple Inc

    United States International Equities

    2.22%
  • Cash & Equivalents

    Australia Cash and Equivalents

    2.22%
  • Fisher & Paykel Healthcare Corporation Limited

    New Zealand Australasian Equities

    2.06%
  • Microsoft Corp

    United States International Equities

    1.93%
  • Nvidia Corp

    United States International Equities

    1.69%
  • Auckland International Airport Limited

    New Zealand Australasian Equities

    1.43%
  • Amazon.Com Inc

    United States International Equities

    1.4%
Type Target Actual
Cash and Cash Equivalents 2.5% 2.93%
New Zealand Fixed Interest 8.0% 8.27%
International Fixed Interest 6.0% 6.17%
Australasian Equities 16.5% 16.37%
International Equities 48.5% 47.17%
Listed Properties 2.5% 2.53%
Unlisted Properties 0.0% 0.0%
Other 13.0% 13.45%
Commodities 3.0% 3.11%

Investment Mix

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 2025.