Where a company has multiple ethical concerns, the total concerns percentage counts this investment once.
The average total concerns of all funds of the same risk profile is weighted by the funds' investment values.
The average total concerns of all KiwiSaver aggressive funds is 10.67%.
Where companies are involved in significant harm to individuals or communities, through the unsafe nature of their products or delivery of services and inadequate response to evidence of harm.
Meta is the world’s largest online social network consisting of the Facebook app, Instagram, Messenger, WhatsApp, and many features surrounding these products. The company has faced several investigations and legal action linked to privacy-related allegations, including its handling of user data, and breaches of user privacy. Meta has also been criticised for its poor governance model, as well as allowing its platform in non-English speaking countries to be used to incite ethnic violence.
Where the actions of companies have violated global standards on labour rights and freedoms; including poor treatment of workers, child and forced labour, and modern slavery.
Uber is a ride and food delivery service provider. Evidence shows the company has been prioritising revenue growth over driver welfare and user safety. As Uber considers its drivers to be contractors, this limits their employee rights to the minimum wage and other benefits, meaning drivers and vehicles are not subject to the labour standards expected from traditional taxi companies.
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
Nestle manufactures and sells food and beverages. The company has been criticised for exploiting local water resources for its bottled water production, which has forced underprivileged communities to pay a premium for their groundwater while alternatives have been exhausted. There have also been several allegations of labour conflicts and human rights violations in Nestle’s palm oil, coffee, fruits and seafood supply chains.
The Global Shares Fund seeks to provide investors with a relatively concentrated actively managed investment portfolio of global equities to achieve long term capital growth.
| Value | $8.84M NZD |
| Period of data report | 31st Dec. 2024 |
| Members | 196 |
| Fund started | 3rd April 2018 |
| Total annual fund fees | 1.15% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 1.15% |
| Other management and administration charges | 0.0% |
| Total other charges | 30.0 |
| Total other charges currency | NZD |
|
Alan Clarke |
Currently: Portfolio Manager, Diversified Funds & External Managers and member of the Investment Committee (1 years, 3 months)
|
|
Stuart Williams |
Currently: Managing Director and Chair of Investment Committee (1 years, 9 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
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 | 14.19% | 28.61% |
| 2023 | -4.84% | -2.96% |
| 2022 | 3.55% | 3.21% |
| 2021 | 33.87% | 36.87% |
| 2020 | -6.10% | 6.31% |
| 2019 | 10.35% | 9.88% |
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 Dec. 2024.
Nvidia Corp
United States International Equities
Microsoft Corp
United States International Equities
Amazon Com Inc
United States International Equities
NZD BNP Paribas A/C
New Zealand Cash and Equivalents A-1
Meta Platforms Inc
United States International Equities
Broadcom Corp Com
United States International Equities
Netflix Inc
United States International Equities
Taiwan Semicon Manufacturing Co Ltd
Taiwan, Province of China International Equities
Compass Group Ord Gbp0 1105
United Kingdom International Equities
Sony Corp Y50
Japan International Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 3.95% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 0.0% | 0.0% |
| International Equities | 100.0% | 96.05% |
| Listed Properties | 0.0% | 0.0% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
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 Dec. 2024.
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.
Where companies are involved in significant harm to individuals or communities, through the unsafe nature of their products or delivery of services and inadequate response to evidence of harm.
Meta is the world’s largest online social network consisting of the Facebook app, Instagram, Messenger, WhatsApp, and many features surrounding these products. The company has faced several investigations and legal action linked to privacy-related allegations, including its handling of user data, and breaches of user privacy. Meta has also been criticised for its poor governance model, as well as allowing its platform in non-English speaking countries to be used to incite ethnic violence.
Where the actions of companies have violated global standards on labour rights and freedoms; including poor treatment of workers, child and forced labour, and modern slavery.
Uber is a ride and food delivery service provider. Evidence shows the company has been prioritising revenue growth over driver welfare and user safety. As Uber considers its drivers to be contractors, this limits their employee rights to the minimum wage and other benefits, meaning drivers and vehicles are not subject to the labour standards expected from traditional taxi companies.
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
Nestle manufactures and sells food and beverages. The company has been criticised for exploiting local water resources for its bottled water production, which has forced underprivileged communities to pay a premium for their groundwater while alternatives have been exhausted. There have also been several allegations of labour conflicts and human rights violations in Nestle’s palm oil, coffee, fruits and seafood supply chains.
The Global Shares Fund seeks to provide investors with a relatively concentrated actively managed investment portfolio of global equities to achieve long term capital growth.
| Value | $8.84M NZD |
| Period of data report | 31st Dec. 2024 |
| Members | 196 |
| Fund started | 3rd April 2018 |
| Total annual fund fees | 1.15% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 1.15% |
| Other management and administration charges | 0.0% |
| Total other charges | 30.0 |
| Total other charges currency | NZD |
|
Alan Clarke |
Currently: Portfolio Manager, Diversified Funds & External Managers and member of the Investment Committee (1 years, 3 months)
|
|
Stuart Williams |
Currently: Managing Director and Chair of Investment Committee (1 years, 9 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
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 | 14.19% | 28.61% |
| 2023 | -4.84% | -2.96% |
| 2022 | 3.55% | 3.21% |
| 2021 | 33.87% | 36.87% |
| 2020 | -6.10% | 6.31% |
| 2019 | 10.35% | 9.88% |
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 Dec. 2024.
Nvidia Corp
United States International Equities
Microsoft Corp
United States International Equities
Amazon Com Inc
United States International Equities
NZD BNP Paribas A/C
New Zealand Cash and Equivalents A-1
Meta Platforms Inc
United States International Equities
Broadcom Corp Com
United States International Equities
Netflix Inc
United States International Equities
Taiwan Semicon Manufacturing Co Ltd
Taiwan, Province of China International Equities
Compass Group Ord Gbp0 1105
United Kingdom International Equities
Sony Corp Y50
Japan International Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 3.95% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 0.0% | 0.0% |
| International Equities | 100.0% | 96.05% |
| Listed Properties | 0.0% | 0.0% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
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 Dec. 2024.
