Please note that Christian KiwiSaver Scheme has its own ethical policy and independent ethical screening process. This may result in a different view of issues from the issues of concern shown by Mindful Money. In addition, stocks shown by Mindful Money may no longer be held by Christian KiwiSaver Scheme. Please contact us directly with any queries you may have in relation to the stocks shown by Mindful Money. We will be happy to assist you: info@christiankiwisaver.nz
The Income Fund invests solely in income assets (fixed interest, mortgages and cash). It is designed to have a low risk profile and to appeal to investors close to retirement (who consider they may not have enough time to ride out investment highs or lows) or are more risk averse.
| Value | $7.86M NZD |
| Period of data report | 31st March 2024 |
| Members | 400 |
| Fund started | 1st April 2012 |
| Total annual fund fees | 0.8% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.8% |
| Other management and administration charges | 0.0% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Brendan O'Donovan |
Currently: Chair of Investment Committee (4 years, 10 months)
|
|
Simon Brodie |
Currently: Chief Investment Officer / Investment Consultant (12 years, 11 months)
|
|
Manher Sukha |
Currently: Investment Manager (9 years, 10 months)
|
|
Margaret Bearsley |
Currently: Chief Executive (2 years, 6 months)
|
|
Andrew Roland Johnson |
Currently: Licensed Independent Trustee (2 years, 8 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 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 | 3.51% | 4.72% |
| 2023 | -0.13% | -1.92% |
| 2022 | -1.68% | -2.14% |
| 2021 | 1.56% | 2.54% |
| 2020 | 1.64% | 1.16% |
| 2019 | 2.37% | 1.42% |
| 2018 | 2.05% | 1.84% |
| 2017 | 1.53% | 2.14% |
| 2016 | 2.72% | 2.09% |
| 2015 | 4.23% | 4.06% |
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 2024.
Pimco Global Bond ESG Fund
Ireland Int Fixed Interest
Legg Mason Brandywine Gofi
Ireland Int Fixed Interest
ANZ Bank Accounts
New Zealand Cash and Equivalents
Pimco Gis Global Bond Fund
Ireland Int Fixed Interest
ASB Term Deposit - 11/07/24
New Zealand Cash and Equivalents AA-
NZ Government Stock - 15/05/31
New Zealand NZ Fixed Interest AAA
Westpac-AUD Bank Account
New Zealand Cash and Equivalents
NZ Government Stock - 15/05/34
New Zealand NZ Fixed Interest AAA
BNZ Term Deposit - 18/07/24
New Zealand Cash and Equivalents AA-
BNZ Term Deposit - 25/06/24
New Zealand Cash and Equivalents AA-
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 30.0% | 32.0% |
| New Zealand Fixed Interest | 35.0% | 30.0% |
| International Fixed Interest | 35.0% | 38.0% |
| Australasian Equities | 0.0% | 0.0% |
| International Equities | 0.0% | 0.0% |
| 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 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 31st March 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.
Please note that Christian KiwiSaver Scheme has its own ethical policy and independent ethical screening process. This may result in a different view of issues from the issues of concern shown by Mindful Money. In addition, stocks shown by Mindful Money may no longer be held by Christian KiwiSaver Scheme. Please contact us directly with any queries you may have in relation to the stocks shown by Mindful Money. We will be happy to assist you: info@christiankiwisaver.nz
The Income Fund invests solely in income assets (fixed interest, mortgages and cash). It is designed to have a low risk profile and to appeal to investors close to retirement (who consider they may not have enough time to ride out investment highs or lows) or are more risk averse.
| Value | $7.86M NZD |
| Period of data report | 31st March 2024 |
| Members | 400 |
| Fund started | 1st April 2012 |
| Total annual fund fees | 0.8% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.8% |
| Other management and administration charges | 0.0% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Brendan O'Donovan |
Currently: Chair of Investment Committee (4 years, 10 months)
|
|
Simon Brodie |
Currently: Chief Investment Officer / Investment Consultant (12 years, 11 months)
|
|
Manher Sukha |
Currently: Investment Manager (9 years, 10 months)
|
|
Margaret Bearsley |
Currently: Chief Executive (2 years, 6 months)
|
|
Andrew Roland Johnson |
Currently: Licensed Independent Trustee (2 years, 8 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 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 | 3.51% | 4.72% |
| 2023 | -0.13% | -1.92% |
| 2022 | -1.68% | -2.14% |
| 2021 | 1.56% | 2.54% |
| 2020 | 1.64% | 1.16% |
| 2019 | 2.37% | 1.42% |
| 2018 | 2.05% | 1.84% |
| 2017 | 1.53% | 2.14% |
| 2016 | 2.72% | 2.09% |
| 2015 | 4.23% | 4.06% |
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 2024.
Pimco Global Bond ESG Fund
Ireland Int Fixed Interest
Legg Mason Brandywine Gofi
Ireland Int Fixed Interest
ANZ Bank Accounts
New Zealand Cash and Equivalents
Pimco Gis Global Bond Fund
Ireland Int Fixed Interest
ASB Term Deposit - 11/07/24
New Zealand Cash and Equivalents AA-
NZ Government Stock - 15/05/31
New Zealand NZ Fixed Interest AAA
Westpac-AUD Bank Account
New Zealand Cash and Equivalents
NZ Government Stock - 15/05/34
New Zealand NZ Fixed Interest AAA
BNZ Term Deposit - 18/07/24
New Zealand Cash and Equivalents AA-
BNZ Term Deposit - 25/06/24
New Zealand Cash and Equivalents AA-
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 30.0% | 32.0% |
| New Zealand Fixed Interest | 35.0% | 30.0% |
| International Fixed Interest | 35.0% | 38.0% |
| Australasian Equities | 0.0% | 0.0% |
| International Equities | 0.0% | 0.0% |
| 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 2024.
