AMP ANZ Growth Fund

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Not Mindful
Type: Growth fund
Past Returns: 2.92%

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

Annual Fees: 1.28%

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

BHP Billiton Ltd 0.42%
BP PLC 0.03%
China Petroleum 0.02%
Cms Energy Corp 0.05%
Dominion Energy Inc 0.06%
Enbridge Inc 0.13%
Equinor Asa 0.02%
Hollyfrontier Corp 0.02%
Kinder Morgan Inc 0.14%
Koninklijke Vopak Nv 0.18%
Lukoil PJSC-Spon Adr 0.03%
Marubeni Corp 0.02%
Oil Search Limited 0.19%
OMV AG 0.02%
Origin Energy Ltd 0.17%
Phillips 66 0.03%
PJSC Tatneft Adr 0.02%
Repsol SA 0.03%
Royal Dutch Shell 0.04%
Total SA 0.03%
Valero Energy Corp 0.03%
Viva Energy Group 0.13%
Williams Cos Inc 0.11%

Weapons

Bae Systems PLC 0.06%
Leonardo Spa 0.02%
Oshkosh Corp 0.03%
Raytheon Co 0.03%
Rheinmetall AG 0.02%
Rolls Royce Holdings 0.12%
Safran SA 0.16%
Textron Inc 0.02%
United Technologies 0.19%

Gambling

Aristocrat Leisure 0.27%
Sands China Limited 0.03%
Sky City Entertainment Group 0.12%
Tabcorp Holdings Ltd 0.07%
Wynn Resorts Ltd 0.02%

Alcohol

Ambev SA 0.04%
Anheuser-Busch 0.14%
Carlsberg As - B Shs 0.12%
Diageo PLC 0.48%
Heineken Nv 0.36%
LVMH Moet Hennessy 0.64%
Metcash Ltd 0.13%
Pernod-Ricard SA 0.35%
Treasury Wine Est 0.06%

GMOs

Bayer AG 0.37%
Nufarm Limited 0.18%

Human Rights & Environmental Violations

Archer Daniels 0.02%
BHP Billiton Ltd 0.42%
Duke Energy Corp 0.15%
Essity Aktiebolag-B 0.57%
Johnson & Johnson 0.34%
Nestle SA 0.97%
Rio Tinto Limited 0.29%
Royal Dutch Shell 0.04%
Sempra Energy 0.12%

Animal Testing

Air Liquide 0.340%
Akzo Nobel N.V 0.230%
Archer Daniels 0.020%
Bayer AG 0.370%
Burberry Group PLC 0.090%
Coca Cola Co 0.180%
Colgate Palmolive 0.270%
Danone 0.350%
Essity Aktiebolag-B 0.570%
Glaxosmithkline PLC 0.050%
Johnson & Johnson 0.340%
Koninklijke Dsm Nv 0.350%
LVMH Moet Hennessy 0.640%
Mitsubishi Gas Chem 0.020%
Nestle SA 0.970%
Pepsico Inc 0.160%
PPG Industries Inc 0.220%
Reckitt Benckiser 0.500%
Royal Dutch Shell 0.040%
Sainsbury (J) PLC 0.020%
Solvay SA 0.020%
Unilever Nv Ord 0.270%
Walgreens Boots Alli 0.050%

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 March 31st 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.

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 -3.47% -5.33%
2019 6.87% 7.19%
2018 7.63% 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 Tue June 30th 2020.

Showing the top 10 investments for this fund:

  • ANZ Wholesale Growth Fund
    New Zealand Fund
    100.0%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register Tue June 30th 2020.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 4.0% 4.85%
New Zealand Fixed Interest 5.0% 4.51%
International Fixed Interest 11.0% 6.01%
Australasian Equities 18.0% 19.29%
International Equities 53.0% 56.16%
Listed Properties 9.0% 9.18%
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 Tue June 30th 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:
    2.32%
  • Animal Testing:
    6.10%
  • Fossil Fuels:
    1.95%
  • Gambling:
    0.53%
  • GMOs:
    0.55%
  • Human Rights & Environmental Violations:
    2.92%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.00%
  • Weapons:
    0.66%

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 March 31st 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

"The fund invests mainly in share and listed property assets, with a smaller exposure to cash and fixed interest assets. The fund aims to achieve investment performance ahead of inflation over the long term and achieve investment performance that reflects the level of risk applicable to the fund's underlying asset classes."

Value $27M NZD
Period of data report Tue June 30th 2020
Members 1,833
Fund started Thu July 28th 2016
Total annual fund fees 1.28%
Total performance based fees 0.0%
Manager's basic fee 1.19%
Administration charges 0.09%
Total other charges 23.4
Total other charges currency NZD

Key Personnel

Timothy Pritchard

Currently: Investment Committee Member (1 years, 3 months)
Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 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)

Blair Robert Vernon

Currently: Investment Committee Member (9 years, 0 months)
Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Tue June 30th 2020.

Downloads

Download the fund's disclosure statement and portfolio holdings.

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You should be prudent about your investment.

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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.