Name
Avoids concerns 4
Exclusion of sectors of concern to New Zealanders: Broad means over 50% coverage of issues of concern; Some is fewer exclusions but includes tobacco and controversial weapons; None means fewer or no exclusions.
Broad
Some
None
Applies Higher Standards 4
Broad
Some
None
Uses analysis of environmental, social, and governance performance to choose companies with higher standards.
Certified
Yes
No
Past Returns 4
Certified
Yes
No
Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.
Fees 4
Annual fees, including management and administration fees, but not membership fee. Please note that lower fees don’t always mean higher net returns.
-
16.65%2.12%
-
9.74%0.79%
-
9.74%0.79%
-
8.96%1.14%
-
4.32%1.03%
-
10.33%1.24%
-
7.28%1.05%
-
8.97%1.1%
-
4.82%1.0%
-
12.36%0.79%
-
7.14%0.79%
-
7.14%0.79%
-
7.83%0.79%
-
2.47%1.6%
-
6.34%1.1%
-
2.26%0.78%
-
0.71%0.59%
-
3.92%0.79%
-
3.92%0.79%
-
3.78%0.39%
-
2.15%0.79%
-
9.09%0.79%
-
9.09%0.79%
-
11.25%0.79%
-
13.06%0.79%
-
6.79%1.25%
-
6.05%0.79%
-
6.05%0.79%
-
5.06%0.79%
-
5.06%0.79%
-
7.82%1.35%
-
5.05%1.12%
-
10.18%1.35%
-
7.45%0.95%
-
9.02%1.0%
-
1.20%0.23%
-
1.19%0.24%
-
5.92%0.9%
-
4.36%0.83%
-
7.44%0.96%
-
9.02%1.01%
-
5.93%0.91%
-
4.63%0.45%
-
10.56%1.06%
-
10.57%1.05%
-
10.48%1.15%
-
8.10%1.03%
-
0.82%0.81%
-
12.41%2.12%
-
8.11%1.55%
-
1.00%0.83%
-
8.43%1.17%
-
9.92%1.22%
-
5.70%1.06%
-
7.68%1.11%
-
9.38%1.21%
-
10.63%1.24%
-
7.90%0.65%
-
4.11%0.4%
-
9.63%0.7%
-
5.45%0.6%
-
0.93%0.35%
-
No three year data yet1.0%
-
No three year data yet1.25%
-
No three year data yet1.5%
-
No three year data yet1.5%
-
No three year data yet1.5%
-
No three year data yet1.46%
-
No three year data yet1.38%
-
1.67%0.99%
-
7.63%0.58%
-
1.15%0.3%
-
3.50%0.5%
-
2.78%0.5%
-
9.92%0.58%
-
5.75%0.58%
-
6.47%1.21%
-
4.06%1.14%
-
8.99%1.28%
-
8.15%1.19%
-
0.75%0.9%
-
4.32%0.38%
-
0.87%0.79%
-
16.48%1.61%
-
10.56%1.24%
-
11.84%1.3%
-
5.49%1.08%
-
No three year data yet1.33%
-
9.30%1.3%
-
13.93%1.37%
-
No three year data yet1.24%
-
6.81%1.43%
-
9.68%1.55%
-
1.71%0.9%
-
9.01%1.88%
-
5.10%0.93%
-
12.36%2.51%
-
11.30%2.29%
-
8.14%1.61%
-
5.73%1.07%
-
12.36%2.51%
-
9.13%0.94%
-
4.74%0.52%
-
5.08%0.92%
-
16.09%1.15%
-
16.09%1.15%
-
12.08%1.08%
-
9.25%0.95%
-
5.75%0.93%
-
4.75%0.9%
-
10.26%1.04%
-
1.13%0.61%
-
6.57%1.21%
-
12.14%1.52%
-
11.27%1.42%
-
11.71%1.47%
-
10.17%1.39%
-
8.62%1.31%
-
7.51%1.25%
-
7.04%1.23%
-
6.57%1.21%
-
11.27%1.42%
-
10.17%1.39%
-
8.62%1.31%
-
7.04%1.23%
-
6.57%1.21%
-
No three year data yet0.45%
-
No three year data yet1.27%
-
No three year data yet1.38%
-
No three year data yet0.26%
-
No three year data yet0.58%
-
No three year data yet0.43%
-
No three year data yet1.41%
-
No three year data yet1.07%
-
No three year data yet1.06%
-
No three year data yet0.42%
-
No three year data yet1.02%
-
No three year data yet0.37%
-
No three year data yet0.37%
-
No three year data yet1.0%
-
No three year data yet1.5%
-
No three year data yet0.65%
-
No three year data yet0.54%
-
No three year data yet1.25%
-
No three year data yet1.07%
-
No three year data yet0.95%
-
No three year data yet1.21%
-
No three year data yet1.23%
-
No three year data yet0.95%
-
No three year data yet0.31%
-
No three year data yet1.47%
-
No three year data yet0.59%
-
No three year data yet0.89%
-
No three year data yet0.92%
-
No three year data yet0.49%
-
No three year data yet1.15%
-
No three year data yet1.16%
-
No three year data yet0.51%
-
No three year data yet1.2%
-
No three year data yet0.43%
-
No three year data yet0.49%
-
No three year data yet0.47%
-
8.12%1.03%
-
1.38%0.52%
-
5.21%0.9%
-
4.24%0.69%
-
10.74%1.11%
-
No three year data yet0.63%
-
No three year data yet0.0%
-
No three year data yet0.63%
-
No three year data yet0.63%
-
No three year data yet0.63%
-
No three year data yet0.63%
-
10.76%1.05%
-
8.77%1.0%
-
6.85%0.95%
-
4.99%0.91%
-
3.64%0.87%
-
10.76%1.05%
-
1.48%0.81%
-
8.25%0.68%
-
4.20%0.6%
-
12.23%1.15%
-
8.70%1.16%
-
1.17%0.51%
-
4.41%1.2%
-
13.99%1.13%
-
11.01%1.15%
-
6.43%1.2%
-
0.93%0.34%
-
3.88%0.52%
-
6.84%0.85%
-
8.60%0.96%
-
10.30%1.0%
-
4.97%0.73%
-
12.17%0.93%
-
12.47%2.0%
-
No three year data yet1.3%
-
9.71%1.48%
-
No three year data yet0.2%
-
4.64%0.95%
-
No three year data yet1.13%
-
No three year data yet1.25%
-
8.18%1.12%
-
5.54%0.71%
-
10.81%0.95%
-
17.69%1.15%
-
10.51%1.4%
-
1.39%0.45%
-
3.57%0.8%
-
6.55%1.05%
-
0.77%0.54%
-
3.54%0.78%
-
8.30%1.16%
-
9.95%1.2%
-
4.86%0.93%
-
11.74%1.13%
-
No three year data yet0.0%
-
26.94%4.45%
-
5.13%1.61%
-
16.03%2.62%
-
24.46%4.13%
-
16.64%3.06%
-
14.89%2.83%
-
14.91%1.05%
-
14.96%1.03%
-
7.47%0.95%
-
9.04%1.0%
-
1.16%0.23%
-
5.93%0.9%
-
4.38%0.83%
-
10.58%1.05%
-
2.72%0.78%
-
5.96%1.04%
-
13.59%1.05%
-
2.93%0.59%
-
19.09%1.39%
-
No three year data yet1.14%
-
No three year data yet0.84%
-
No three year data yet1.29%
-
7.85%1.68%
-
6.77%1.28%
-
6.71%1.04%
-
4.13%0.76%
-
2.59%0.77%
-
7.89%1.31%
-
3.91%0.77%
-
10.07%1.17%
-
14.50%1.28%
-
6.41%1.03%
-
4.55%1.03%
-
6.49%1.08%
-
No three year data yet1.23%
-
No three year data yet1.1%
-
No three year data yet1.29%
-
8.54%0.29%
-
4.96%0.27%
-
10.88%0.3%
-
8.70%0.9%
-
7.81%0.9%
-
No three year data yet0.75%
-
11.94%0.9%
-
2.91%0.75%
-
No three year data yet0.9%
-
13.59%0.9%
-
0.62%0.5%
-
13.95%0.9%
-
2.53%0.75%
-
11.33%0.5%
-
11.87%0.5%
-
9.62%0.49%
-
7.46%0.49%
-
7.05%0.49%
-
4.05%0.47%
-
9.03%0.49%
-
11.01%0.63%
-
9.51%0.62%
-
9.51%0.62%
-
9.05%0.61%
-
7.29%0.6%
-
5.69%0.58%
-
3.12%0.56%
-
7.05%0.59%
-
7.09%0.59%
-
9.16%0.59%
-
15.72%0.59%
-
12.42%0.59%
-
19.33%0.59%
-
11.42%0.59%
-
12.06%0.59%
-
8.00%0.6%
-
No three year data yet1.44%
-
5.27%0.57%
-
7.17%0.73%
-
10.20%0.7%
-
6.36%0.59%
-
No three year data yet0.59%
-
10.10%0.58%
-
9.33%0.61%
-
11.40%0.63%
-
2.83%0.56%
-
3.11%0.54%
-
1.26%0.52%
-
12.39%0.59%
-
14.74%0.59%
-
15.62%0.59%
-
13.68%0.59%
-
14.63%0.59%
-
16.43%0.59%
-
3.10%0.59%
-
2.91%0.54%
-
11.17%0.58%
-
11.99%0.58%
-
No three year data yet0.59%
-
No three year data yet0.59%
-
No three year data yet0.54%
-
12.59%0.58%
-
No three year data yet0.58%
-
-0.12%0.49%
-
16.85%0.54%
-
22.51%0.57%
-
11.89%0.57%
-
15.61%0.57%
-
17.74%0.57%
-
8.04%0.72%
-
1.11%0.27%
-
4.50%0.58%
-
4.29%0.39%
-
9.84%0.79%
-
5.96%0.65%
The data has been drawn from their regulatory filings (fees, past returns) and Mindful Money analysis of data on their website (Avoids Concerns, Higher Standards).
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