Issues of concern

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.

Key:

  • Human Rights Violations
  • Environmental Harm
  • Animal Cruelty
  • Weapons
  • Fossil Fuels
  • Social Harm

Companies of concern

    • Meta Platforms, Inc. 0.41%
    • Rio Tinto 0.15%
    • Johnson & Johnson 0.13%
    • Nestlé 0.13%
    • Wells Fargo 0.09%
    • Thermo Fisher Scientific 0.08%
    • Ubs 0.07%
    • Caterpillar 0.06%
    • Motorola Solutions Inc 0.05%
    • Palantir Technologies 0.05%
    • Rtx Corp. 0.05%
    • Uber Technologies, Inc. 0.05%
    • Lockheed Martin Corp. 0.04%
    • Glencore 0.03%
    • The Boeing Co. 0.03%
    • Saudi Aramco 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
    • BHP Group 0.36% !!
      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
    • Shell 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
    • Duke Energy Corp 0.12%
    • Chevron Corp. 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
    • Pg&E Corp 0.07%
    • Glencore 0.03%
    • 3M 0.02%
    • Archer-Daniels Midland 0.02%
    • Basf Se 0.02%
    • Bayer 0.02%
    • Corteva, Inc. 0.02%
    • Freeport-Mcmoran Inc 0.02%
    • Vale SA 0.02%
    • Ntpc Ltd. 0.01%
    • Posco 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
    • Exxon Mobil Corp. 0.17% !!
      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
    • Shell 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
    • LVMH Moët Hennessy Louis Vuitton Se 0.12%
    • Procter & Gamble Co. 0.12%
    • Unilever PLC 0.10%
    • Air Liquide 0.07%
    • Chevron Corp. 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
    • L'Oréal SA 0.07%
    • Philip Morris International (Pmi) 0.06%
    • Reliance Industries 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
    • Shin-Etsu Chemical Co., Ltd. 0.06%
    • Hermès International Sca 0.05%
    • British American Tobacco 0.04%
    • Orica Ltd. 0.04%
    • Altria Group, Inc. 0.03%
    • Givaudan SA 0.03%
    • The Sherwin-Williams Co. 0.03%
    • 3M 0.02%
    • Basf Se 0.02%
    • Bayer 0.02%
    • Church & Dwight Co., Inc. 0.02%
    • Colgate-Palmolive Co. 0.02%
    • Corteva, Inc. 0.02%
    • Dow, Inc. 0.02%
    • Dupont De Nemours 0.02%
    • Ecolab, Inc. 0.02%
    • Eni Spa 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
    • International Flavors & Fragrances, Inc. 0.02%
    • Kao Corp. 0.02%
    • Kimberly-Clark Corp. 0.02%
    • Koninklijke Ahold Delhaize Nv 0.02%
    • Novozymes A/S 0.02%
    • Otsuka Holdings Co., Ltd. 0.02%
    • PPG Industries, Inc. 0.02%
    • Henkel AG & Co. Kgaa 0.01%
    • Imperial Brands 0.01%
    • Kering SA 0.01%
    • Symrise AG 0.01%
    • The Clorox Co. 0.01%
    • The Estée Lauder Companies, Inc. 0.01%
    • Tyson Foods Inc 0.01%
    • Unicharm Corp. 0.01%
    • Walmart, Inc. 0.12%
    • Amphenol Corp. 0.05%
    • Rtx Corp. 0.05%
    • Transdigm Group, Inc. 0.05%
    • Airbus 0.04%
    • Honeywell International, Inc. 0.04%
    • Lockheed Martin Corp. 0.04%
    • Rolls-Royce Holdings PLC 0.04%
    • Safran SA 0.04%
    • Bae Systems PLC 0.03%
    • Daikin Industries Ltd. 0.03%
    • Howmet Aerospace, Inc. 0.03%
    • L3Harris Technologies, Inc. 0.03%
    • The Boeing Co. 0.03%
    • General Dynamics Corp. 0.02%
    • Northrop Grumman Corp. 0.02%
    • Rheinmetall AG 0.02%
    • Booz Allen Hamilton Holding Corp. 0.01%
    • Heico Corp. 0.01%
    • Larsen & Toubro Ltd. 0.01%
    • Leidos 0.01%
    • Mtu Aero Engines AG 0.01%
    • Teledyne Technologies, Inc. 0.01%
    • Textron, Inc. 0.01%
    • Contact Energy Ltd. 0.50% 1.5°C
      This company is on a 1.5°C pathway
    • BHP Group 0.36% !!
      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
    • Genesis Energy Ltd. 0.32%
    • Nextera Energy, Inc. 0.21%
    • Exxon Mobil Corp. 0.17% !!
      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
    • Rio Tinto 0.15%
    • Shell 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
    • The Southern Co. 0.13%
    • Duke Energy Corp 0.12%
    • National Grid PLC 0.12% !!
      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
    • Enbridge, Inc. 0.09% !!
      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
    • Oneok, Inc. 0.09%
    • Totalenergies Se 0.09% !!
      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
    • Dominion Energy, Inc. 0.08%
    • Public Service Enterprise Group, Inc. 0.08%
    • The Williams Cos., 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
    • Woodside Energy Group Ltd. 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
    • American Electric Power Co., Inc. 0.07%
    • Chevron Corp. 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
    • Pg&E Corp 0.07%
    • Sempra Energy 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
    • Cheniere Energy, 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
    • Consolidated Edison, Inc. 0.06%
    • Iberdrola 0.06% 1.5°C
      This company is on a 1.5°C pathway
    • Kinder Morgan, 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
    • Mitsubishi Corp. 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
    • Reliance Industries 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
    • Xcel Energy, Inc. 0.06%
    • BP 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
    • Constellation Energy Corp. 0.05%
    • Entergy Corp. 0.05%
    • Itochu Corp. 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
    • Mitsui & Co., Ltd. 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
    • Targa Resources Corp. 0.05%
    • Tc Energy Corp. 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
    • Wec Energy Group, Inc. 0.05%
    • Ameren Corp. 0.04%
    • Atmos Energy Corp. 0.04%
    • Channel Infrastructure 0.04%
    • Cms Energy Corp. 0.04%
    • Conocophillips 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
    • Enel 0.04% 1.5°C
      This company is on a 1.5°C pathway
    • Firstenergy Corp. 0.04%
    • Orica Ltd. 0.04%
    • Ppl Corp. 0.04%
    • Santos 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
    • Washington H. Soul Pattinson & Co. Ltd. 0.04%
    • Agl Energy Ltd. 0.03%
    • Alliant Energy Corp. 0.03%
    • Ampol Ltd. 0.03%
    • Centerpoint Energy, Inc. 0.03%
    • Fortis, Inc. 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
    • Glencore 0.03%
    • Nisource, Inc. 0.03%
    • Petrobras 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
    • Royal Vopak Nv 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
    • Vistra Energy 0.03%
    • Whitehaven Coal Ltd. 0.03%
    • Apa Group 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
    • Clp Holdings Ltd. 0.02%
    • Dassault Systèmes Se 0.02%
    • Delta Air Lines, Inc. 0.02%
    • Devon Energy 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
    • Diamondback Energy, Inc. 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
    • E.On Se 0.02%
    • Engie SA 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
    • Eni Spa 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
    • Eog Resources, Inc. 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
    • Evergy, Inc. 0.02%
    • Halliburton Co. 0.02%
    • Hess 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
    • Marathon Petroleum Corp. 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
    • Origin Energy 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
    • Pembina Pipeline 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
    • Phillips 66 0.02%
    • Pinnacle West Capital Corp. 0.02%
    • Saudi Aramco 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
    • Snam Spa 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
    • South32 Ltd. 0.02%
    • Sumitomo 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
    • The Kansai Electric Power Co., Inc. 0.02%
    • Vale SA 0.02%
    • Viva Energy Group 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
    • Acwa Power 0.01%
    • Centrica PLC 0.01%
    • Chubu Electric Power Co., Inc. 0.01%
    • Coterra Energy, Inc. 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
    • Dte Energy Co. 0.01%
    • Emera, Inc. 0.01%
    • Eqt 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
    • Equinor Asa 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
    • Hong Kong & China Gas 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
    • Loews Corp. 0.01%
    • Nippon Steel Corp. 0.01%
    • Nippon Yusen Kk 0.01%
    • Nrg Energy, Inc. 0.01%
    • Ntpc Ltd. 0.01%
    • Occidental Petroleum 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
    • Oge Energy Corp. 0.01%
    • Osaka Gas 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
    • Posco 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
    • Power Assets Holdings Ltd. 0.01%
    • Rwe AG 0.01%
    • Tokyo Gas 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
    • Valero Energy Corp. 0.01%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to 30th Sept. 2024 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.

About this fund

The fund’s returns are generally expected to be higher than the SuperLife Moderate Fund but lower than the SuperLife Growth Fund. The fund aims to provide moderate to high total returns allowing for moderate to high movements in value up and down.

Value $41.0M NZD
Period of data report 30th Sept. 2024
Members 1,402
Fund started 28th July 2016
Total annual fund fees 1.05%
Total performance based fees 0.0%
Manager's basic fee 0.97%
Other management and administration charges 0.08%
Total other charges 23.4
Total other charges currency NZD

Jeffery Darren Ruscoe

Currently: Investment Committee Member (5 years, 6 months)
Previously: Managing Director, AMP Wealth Management New Zealand (2 years, 5 months)

Mark David Ennis

Currently: Investment Committee Member (4 years, 2 months)
Previously: Managing Director / Director, AdviceFirst Limited / AMP Wealth Management New Zealand (4 years, 7 months)

Katie Priscilla Breatnach *

Currently: Investment Committee Member (1 years, 7 months)
Previously: Director / GM Legal & Governance, AMP Wealth Management New Zealand (1 years, 10 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30th Sept. 2024.

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
2024 10.71% 11.83%
2023 -2.79% -2.94%
2022 1.34% 0.74%
2021 17.98% 18.88%
2020 -1.40% -3.0%
2019 5.81% 5.97%
2018 5.28% 6.7%

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 30th Sept. 2024.

Top 10 Investments

  • SuperLife Balanced Fund
    New Zealand Fund
    100.0%
Type Target Actual
Cash and Cash Equivalents 8.0% 6.16%
New Zealand Fixed Interest 12.0% 11.9%
International Fixed Interest 20.0% 19.67%
Australasian Equities 14.0% 14.13%
International Equities 40.0% 41.64%
Listed Properties 3.0% 3.27%
Unlisted Properties 0.0% 0.0%
Other 3.0% 3.23%
Commodities 0.0% 0.0%

Investment Mix

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

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30th Sept. 2024.