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.
The world’s largest social network (Facebook, Instagram, Messenger, WhatsApp). Company has faced claims and legal actions due to mental health harm (notably to young people), breaches of user privacy / data rights, and the spread of misinformation. Inadequate moderating in non-English speaking countries (e.g. Myanmar) allowed the platform to be used to incite ethnic violence. Removal of content moderation from strt of 2025 increases risk of social and political harm.
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.
A ride and food delivery service provider. As Uber considers its drivers to be contractors, this limits their employee rights to the minimum wage, and providing the same benefits and rights as traditional taxi companies.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Manufacture and bottle Coca-Cola beverages under licence. Collectively the Coca-Cola related entities produce the most plastic rubbish in our oceans at 3 million tons of plastic packaging annually, which has devastating impacts on our oceans, wreaking havoc on wildlife and sending plastic particles into the food chain.
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 March 2025 |
| Members | 207 |
| Fund started | 3rd April 2018 |
| Total annual fund fees | 1.33% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 1.33% |
| 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, 6 months)
|
|
Stuart Williams |
Currently: Managing Director and Chair of Investment Committee (2 years, 0 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.
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 | 4.37% | 12.7% |
| 2024 | 16.75% | 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 March 2025.
Microsoft Corp
United States International Equities
Amazon Com Inc
United States International Equities
Nvidia Corp
United States International Equities
Meta Platforms Inc
United States International Equities
NZD BNP Paribas A/C
New Zealand Cash and Equivalents AA-
Sony Corp Y50
Japan International Equities
Netflix Inc
United States International Equities
Coca-Cola Europacific Partners
United Kingdom International Equities
Intercontinental Exchange Inc
United States International Equities
Hdfc Bank Ltd
India International Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 3.65% |
| 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% | 96.35% |
| 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 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.
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.
The world’s largest social network (Facebook, Instagram, Messenger, WhatsApp). Company has faced claims and legal actions due to mental health harm (notably to young people), breaches of user privacy / data rights, and the spread of misinformation. Inadequate moderating in non-English speaking countries (e.g. Myanmar) allowed the platform to be used to incite ethnic violence. Removal of content moderation from strt of 2025 increases risk of social and political harm.
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.
A ride and food delivery service provider. As Uber considers its drivers to be contractors, this limits their employee rights to the minimum wage, and providing the same benefits and rights as traditional taxi companies.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Manufacture and bottle Coca-Cola beverages under licence. Collectively the Coca-Cola related entities produce the most plastic rubbish in our oceans at 3 million tons of plastic packaging annually, which has devastating impacts on our oceans, wreaking havoc on wildlife and sending plastic particles into the food chain.
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 March 2025 |
| Members | 207 |
| Fund started | 3rd April 2018 |
| Total annual fund fees | 1.33% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 1.33% |
| 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, 6 months)
|
|
Stuart Williams |
Currently: Managing Director and Chair of Investment Committee (2 years, 0 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.
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 | 4.37% | 12.7% |
| 2024 | 16.75% | 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 March 2025.
Microsoft Corp
United States International Equities
Amazon Com Inc
United States International Equities
Nvidia Corp
United States International Equities
Meta Platforms Inc
United States International Equities
NZD BNP Paribas A/C
New Zealand Cash and Equivalents AA-
Sony Corp Y50
Japan International Equities
Netflix Inc
United States International Equities
Coca-Cola Europacific Partners
United Kingdom International Equities
Intercontinental Exchange Inc
United States International Equities
Hdfc Bank Ltd
India International Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 3.65% |
| 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% | 96.35% |
| 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 March 2025.
