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 membership and % management fee. Please note that lower fees don't always mean higher net returns.
-
11.83%2.07%
-
2.57%1.27%
-
2.57%1.27%
-
2.88%1.06%
-
2.92%1.28%
-
3.22%1.08%
-
3.12%1.15%
-
2.57%1.03%
-
4.06%1.14%
-
2.64%1.15%
-
2.64%1.15%
-
1.07%0.59%
-
2.37%0.99%
-
2.37%0.99%
-
2.54%0.39%
-
-1.27%1.7%
-
2.64%1.16%
-
2.64%1.16%
-
1.95%1.13%
-
2.17%0.95%
-
2.29%1.17%
-
2.82%1.28%
-
2.51%1.14%
-
2.51%1.14%
-
2.49%1.09%
-
2.49%1.09%
-
3.35%0.81%
-
3.25%1.36%
-
2.99%1.14%
-
3.48%1.36%
-
3.98%0.88%
-
2.37%1.19%
-
1.96%1.35%
-
3.19%0.96%
-
3.09%1.17%
-
3.28%1.01%
-
1.53%0.27%
-
3.08%0.91%
-
2.95%0.85%
-
3.19%0.96%
-
3.31%1.02%
-
1.52%0.28%
-
3.09%0.91%
-
3.23%0.46%
-
3.23%1.07%
-
3.22%1.06%
-
2.58%1.02%
-
1.19%0.73%
-
5.41%1.16%
-
3.64%1.3%
-
1.29%0.77%
-
3.52%1.13%
-
3.72%1.2%
-
2.80%0.99%
-
3.23%1.04%
-
3.59%1.12%
-
3.83%1.18%
-
3.85%1.21%
-
3.53%0.65%
-
3.13%0.4%
-
3.40%0.7%
-
3.06%0.6%
-
1.34%0.35%
-
No 3 year data yet1.0%
-
1.70%1.05%
-
4.42%0.62%
-
1.57%0.3%
-
3.08%0.51%
-
2.53%0.5%
-
5.16%0.63%
-
3.89%0.62%
-
*-2.17%1.22%
-
0.72%1.15%
-
-0.72%1.29%
-
3.63%1.24%
-
4.23%1.3%
-
1.33%0.9%
-
3.34%0.38%
-
1.27%0.82%
-
4.43%1.68%
-
3.89%1.35%
-
3.97%1.38%
-
3.26%1.13%
-
*-2.16%1.33%
-
4.93%1.25%
-
6.31%1.3%
-
No 3 year data yet1.12%
-
4.14%1.22%
-
No 3 year data yet1.12%
-
No 3 year data yet0.83%
-
No 3 year data yet1.26%
-
3.32%1.5%
-
4.33%1.6%
-
1.47%1.1%
-
4.71%1.1%
-
3.38%0.94%
-
*3.94%1.23%
-
*3.88%1.19%
-
*3.61%1.07%
-
*3.34%0.97%
-
5.73%1.23%
-
4.35%0.95%
-
3.13%0.54%
-
3.31%0.92%
-
5.79%1.17%
-
5.79%1.17%
-
4.88%1.09%
-
4.36%0.96%
-
3.50%0.93%
-
3.16%0.89%
-
4.42%1.06%
-
1.44%0.62%
-
4.30%1.23%
-
7.30%1.56%
-
6.29%1.45%
-
6.79%1.51%
-
6.04%1.42%
-
5.30%1.34%
-
4.69%1.27%
-
4.50%1.25%
-
4.30%1.23%
-
6.29%1.45%
-
6.04%1.42%
-
5.30%1.34%
-
4.50%1.25%
-
4.30%1.23%
-
*4.56%0.34%
-
*2.26%0.42%
-
*8.71%0.35%
-
3.42%1.05%
-
1.77%0.55%
-
2.18%0.75%
-
2.61%0.9%
-
2.95%0.73%
-
4.01%1.13%
-
No 3 year data yet0.63%
-
No 3 year data yet0.63%
-
No 3 year data yet0.63%
-
No 3 year data yet0.63%
-
No 3 year data yet0.63%
-
No 3 year data yet0.63%
-
1.68%1.14%
-
1.59%1.09%
-
1.60%1.04%
-
1.58%0.98%
-
1.70%0.95%
-
1.69%1.64%
-
1.68%1.14%
-
1.61%0.88%
-
2.27%0.86%
-
2.06%0.73%
-
4.23%1.16%
-
3.48%1.16%
-
1.55%0.52%
-
2.58%1.19%
-
4.44%1.15%
-
3.93%1.16%
-
3.00%1.19%
-
2.90%0.79%
-
1.36%0.36%
-
2.90%0.57%
-
2.85%0.89%
-
3.23%0.93%
-
2.71%0.69%
-
3.62%0.93%
-
5.42%1.06%
-
No 3 year data yet1.15%
-
4.25%1.28%
-
3.31%0.95%
-
*0.73%0.94%
-
*2.55%0.72%
-
*3.44%0.97%
-
*8.10%1.17%
-
*0.12%1.08%
-
*1.59%0.46%
-
*3.90%0.82%
-
*-14.22%1.17%
-
2.69%1.0%
-
1.19%0.57%
-
2.50%0.77%
-
2.62%1.09%
-
2.88%1.14%
-
2.59%0.9%
-
3.39%1.13%
-
0.84%2.13%
-
1.13%1.14%
-
1.65%1.82%
-
0.96%2.05%
-
1.28%1.76%
-
1.31%1.68%
-
6.13%1.05%
-
9.92%1.04%
-
3.22%0.95%
-
3.31%1.0%
-
1.46%0.29%
-
3.10%0.9%
-
2.96%0.85%
-
3.25%1.05%
-
3.29%0.78%
-
0.67%1.05%
-
6.92%1.06%
-
3.60%0.59%
-
9.94%1.4%
-
3.49%1.29%
-
-3.35%1.29%
-
3.67%1.03%
-
3.11%0.78%
-
2.73%0.78%
-
4.09%1.28%
-
2.77%0.78%
-
5.46%1.28%
-
11.31%1.29%
-
3.03%1.04%
-
2.82%0.99%
-
3.25%1.06%
-
4.04%0.29%
-
3.75%0.27%
-
4.47%0.29%
-
*1.99%1.59%
-
-3.54%0.9%
-
4.33%0.9%
-
No 3 year data yet0.75%
-
6.87%0.9%
-
2.25%0.83%
-
No 3 year data yet0.9%
-
5.37%0.9%
-
0.96%0.72%
-
9.27%0.9%
-
2.77%0.83%
-
4.87%0.55%
-
5.15%0.56%
-
4.16%0.55%
-
3.41%0.54%
-
3.30%0.55%
-
2.85%0.53%
-
3.79%0.55%
-
0.47%0.63%
-
0.89%0.62%
-
0.89%0.62%
-
1.02%0.61%
-
1.33%0.6%
-
1.66%0.58%
-
2.19%0.56%
-
1.93%0.59%
-
-8.31%0.59%
-
-12.12%0.59%
-
-4.10%0.59%
-
-3.35%0.59%
-
3.64%0.59%
-
-4.76%0.59%
-
-4.03%0.59%
-
1.49%0.6%
-
2.10%0.57%
-
0.35%0.73%
-
1.76%0.7%
-
1.05%0.59%
-
0.07%0.58%
-
0.97%0.61%
-
0.36%0.63%
-
2.70%0.56%
-
3.52%0.54%
-
1.63%0.52%
-
1.28%0.59%
-
7.55%0.59%
-
8.94%0.59%
-
2.50%0.59%
-
12.63%0.59%
-
8.30%0.59%
-
2.68%0.59%
-
1.75%0.54%
-
-0.59%0.58%
-
4.53%0.58%
-
4.86%0.6%
-
3.59%0.49%
-
9.53%0.54%
-
14.34%0.57%
-
4.83%0.57%
-
4.26%0.57%
-
1.44%0.57%
-
3.76%0.79%
-
1.43%0.35%
-
3.02%0.64%
-
4.89%1.53%
-
4.89%1.53%
-
4.91%1.53%
-
3.02%0.47%
-
4.00%0.86%
-
3.28%0.72%
Amanah Growth FundThe 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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