AMP ASB Growth Fund

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Not Mindful
Type: Growth fund
Past Returns: 3.12%

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

Annual Fees: 1.15%

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 Group Ltd 0.83%
Woodside Petroleum Ltd 0.17%
Exxon Mobil Corporation 0.16%
Chevron Corp 0.13%
Apa Group 0.12%
Nextera Energy Inc 0.12%
Total Sa 0.09%
South32 Ltd 0.09%
Bp Plc 0.09%
Origin Energy Ltd 0.08%
Royal Dutch Shell Plc 'A' Ord 0.07%
Royal Dutch Shell Plc-B Shs 0.06%
Dominion Energy Incorporated 0.06%
Santos Ltd 0.06%
Enbridge Inc 0.06%
Caltex Australia Ltd 0.06%
American Electric Power 0.04%
Conocophillips 0.03%
BHP Group Plc 0.03%
Xcel Energy Inc 0.03%
Lukoil Pjsc 0.03%
Gazprom Pjsc 0.03%
Kinder Morgan Inc 0.03%
Wec Energy Group Inc 0.03%
Eni Spa 0.03%
Oil Search Ltd 0.03%
Phillips 66 0.02%
Cnooc Ltd 0.02%
Suncor Energy Inc 0.02%
Firstenergy Corp 0.02%
Eog Resources Inc 0.02%
Washington H. Soul Pattinson 0.02%
Ameren Corporation 0.02%
Beach Energy Ltd 0.02%
Dte Energy Company 0.02%
Valero Energy Corp 0.02%
Engie 0.02%
Williams Cos Inc 0.02%
Anglo American Plc 0.02%
Cms Energy Corp 0.02%
Whitehaven Coal Ltd 0.02%
Glencore Plc 0.02%
China Petroleum & Chemical-H 0.02%

Weapons

The Boeing Company 0.08%
United Technologies Corp 0.08%
L3 Harris Technologies Inc 0.04%
Raytheon Company 0.04%
General Dynamics Corp 0.03%
Bae Systems Plc 0.02%
Transdigm Group Inc 0.02%
Leidos Holdings Inc 0.01%
Teledyne Technologies Incorporated 0.01%
Thales Sa 0.01%
Mitsubishi Heavy Industries Ltd 0.01%
Rolls-Royce Holdings Plc 0.01%
Heico Corp 0.01%

Gambling

Skycity Entertainment Group 0.26%
Aristocrat Leisure Ltd 0.13%
Tabcorp Holdings Ltd 0.05%
Crown Resorts Ltd 0.03%
The Star Entertainment Group Ltd 0.02%
Las Vegas Sands Corp 0.02%
Galaxy Entertainment Group L 0.01%
Sands China Ltd 0.01%
Wynn Resorts Ltd 0.01%
Mgm Resorts International 0.01%

Alcohol

Lvmh Moet Hennessy Vuitton ( Se ) 0.10%
Diageo Plc 0.07%
Treasury Wine Estates Ltd 0.07%
Anheuser-Busch Inbev Sa/Nv 0.03%
Pernod-Ricard Sa 0.03%
Metcash Ltd 0.03%
Constellation Brands Inc-A 0.02%
Heineken Nv 0.02%
Brown-Forman Corp-Class B 0.02%
Kirin Holdings Co Ltd 0.02%
Kweichow Moutai Co Ltd 0.02%

Palm Oil

Posco 0.01%
Astra International Tbk Pt 0.01%
Wilmar International Ltd 0.01%

GMOs

Novartis Ag-Reg 0.17%
Bayer Ag-Reg 0.06%
Basf Se 0.04%
Dowdupont Inc 0.03%
Nutrien Ltd 0.02%
Novozymes A/S-B Shares 0.01%
Stora Enso Oyj-R Shs 0.01%

Human Rights & Environmental Violations

BHP Group Ltd 0.83%
Johnson & Johnson 0.34%
Rio Tinto Ltd 0.31%
Nestle Sa-Reg 0.30%
Chevron Corp 0.13%
Royal Dutch Shell Plc 'A' Ord 0.07%
Royal Dutch Shell Plc-B Shs 0.06%
Duke Energy Corp 0.06%
Rio Tinto Plc 0.05%
BHP Group Plc 0.03%
Vale Sa 0.03%
Barrick Gold Corp 0.03%
Sempra Energy 0.03%
Archer-Daniels-Midland Co 0.02%
Nutrien Ltd 0.02%
Essity Aktiebo-B 0.02%
Mining and Metallurgical Company Norilsk Nickel Ojsc 0.02%
Glencore Plc 0.02%
Posco 0.01%
Petrochina Co Ltd-H 0.01%
Freeport-Mcmoran Inc 0.01%
Grupo Mexico Sab 0.01%
Astra International Tbk Pt 0.01%
Wilmar International Ltd 0.01%
Jbs Sa 0.01%

Animal Testing

Johnson & Johnson 0.340%
Nestle Sa-Reg 0.300%
Procter & Gamble Co 0.270%
Coca-Cola Co 0.180%
Pepsico Inc 0.160%
Chevron Corp 0.130%
Lvmh Moet Hennessy Vuitton ( Se ) 0.100%
Glaxosmithkline Plc 0.090%
Royal Dutch Shell Plc 'A' Ord 0.070%
Unilever Nv 0.070%
L'Oreal 0.070%
Royal Dutch Shell Plc-B Shs 0.060%
Air Liquide Sa 0.060%
Bayer Ag-Reg 0.060%
Unilever Plc 0.060%
Reckitt Benckiser 0.050%
Colgate-Palmolive Company 0.050%
Air Products & Chemicals Inc 0.040%
Kimberly-Clark Corp 0.040%
Basf Se 0.040%
Ecolab Inc 0.040%
Groupe Danone 0.040%
Estee Lauder Companies-Cl A 0.040%
Walgreens Boots Alliance Inc 0.040%
General Mills Inc 0.030%
Givaudan-Reg 0.030%
Tesco Plc 0.030%
Dowdupont Inc 0.030%
Shiseido Co Ltd 0.020%
Clorox Company 0.020%
Koninklijke Dsm Nv 0.020%
Ppg Industries Inc 0.020%
Archer-Daniels-Midland Co 0.020%
Essity Aktiebo-B 0.020%
Church & Dwight Co Inc 0.020%
Henkel Ag & Co Kgaa Vorzug 0.020%
Akzo Nobel 0.010%
Symrise Ag 0.010%
Beiersdorf Ag 0.010%
Intl Flavors & Fragrances 0.010%
Fmc Corp 0.010%
Coca-Cola European Partners Plc 0.010%
Novozymes A/S-B Shares 0.010%
Associated British Foods Plc 0.010%
Henkel Ag & Co Kgaa 0.010%
Burberry Group Plc 0.010%
Croda International Plc 0.010%
Cabot Oil & Gas Corp 0.010%
Chr Hansen Holding A/S 0.010%
Kikkoman Corp 0.010%
Albemarle Corp 0.010%
Solvay Sa 0.010%
Jeronimo Martins 0.010%
Coca-Cola Hbc Ag 0.010%
Evonik Industries Ag 0.010%
Sainsbury (J) Plc 0.010%
Kose Corp 0.010%
Amorepacific Corp 0.010%
Arkema 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 FND620
Name AMP ASB Growth Fund
Risk profile Growth fund
Description The fund has a well-diversified portfolio that employs an active approach to asset allocation, with underlying investments predominantly in index tracking funds. The fund aims to provide high total returns allowing for large movements of value up and down.
Value $23M NZD
Members 1,731
Market index description A composite index is calculated using the target investment mix weightings of the underlying market indices that the fund invests into. Additional information about the market index is available on the offer register.
Period of data report Tue June 30th 2020
Fund started Thu July 28th 2016
Three-year average return 3.12%
Market index past year return 2.91%
Past year return net of charges and tax 0.2%
Past year return net of charges gross of tax 0.4%
Market index return since fund started 8.54%
Return since fund started net 6.36%
Total annual fund fees 1.15%
Total performance based fees 0.0%
Manager's basic fee 1.04%
Administration charges 0.11%
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 -3.47% -5.59%
2019 6.87% 7.05%
2018 7.63% 7.9%

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:

  • ASB Superannuation Master Trust-ASB 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 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 1.0% 1.22%
New Zealand Fixed Interest 6.5% 10.64%
International Fixed Interest 12.5% 7.35%
Australasian Equities 40.0% 36.01%
International Equities 32.5% 40.32%
Listed Properties 7.5% 4.46%
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:
    0.50%
  • Animal Testing:
    2.91%
  • Fossil Fuels:
    3.31%
  • Gambling:
    0.55%
  • GMOs:
    0.34%
  • Human Rights & Environmental Violations:
    2.44%
  • Palm Oil:
    0.03%
  • Tobacco:
    0.00%
  • Weapons:
    0.37%

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: "The fund has a well-diversified portfolio that employs an active approach to asset allocation, with underlying investments predominantly in index tracking funds. The fund aims to provide high total returns allowing for large movements of value up and down."

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.