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.
-
13.57%2.12%
-
7.84%0.78%
-
7.84%0.78%
-
7.96%1.15%
-
2.84%1.05%
-
9.56%1.25%
-
5.54%1.06%
-
7.54%1.11%
-
2.73%1.01%
-
7.81%0.78%
-
5.10%0.78%
-
5.10%0.78%
-
5.86%0.78%
-
0.34%0.58%
-
1.92%0.78%
-
1.92%0.78%
-
1.96%0.39%
-
0.18%0.78%
-
7.15%0.78%
-
7.15%0.78%
-
11.66%0.78%
-
12.92%0.78%
-
5.52%1.32%
-
No three year data yet1.65%
-
No three year data yet1.5%
-
No three year data yet1.36%
-
No three year data yet1.25%
-
3.99%0.78%
-
3.99%0.78%
-
3.05%0.78%
-
3.05%0.78%
-
5.87%1.33%
-
2.87%1.12%
-
8.47%1.35%
-
-1.11%0.8%
-
6.13%0.95%
-
7.84%1.0%
-
0.79%0.23%
-
0.78%0.24%
-
4.56%0.9%
-
2.92%0.83%
-
6.13%0.96%
-
7.84%1.01%
-
4.56%0.91%
-
3.39%0.45%
-
9.53%1.06%
-
9.53%1.05%
-
7.78%1.49%
-
7.24%1.03%
-
0.39%0.81%
-
12.67%2.12%
-
5.76%1.55%
-
0.55%0.83%
-
6.62%1.17%
-
8.19%1.22%
-
3.73%1.06%
-
5.79%1.11%
-
7.56%1.21%
-
9.06%1.24%
-
5.75%0.65%
-
1.84%0.4%
-
7.74%0.7%
-
3.10%0.6%
-
0.55%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 yet1.38%
-
No three year data yet1.29%
-
No three year data yet0.99%
-
5.88%0.58%
-
0.70%0.3%
-
1.86%0.5%
-
1.73%0.5%
-
8.12%0.58%
-
4.04%0.58%
-
5.61%1.2%
-
2.56%1.12%
-
8.92%1.26%
-
6.80%1.19%
-
0.20%0.9%
-
2.85%0.38%
-
No three year data yet0.35%
-
0.46%0.65%
-
14.78%1.51%
-
9.16%1.23%
-
10.79%1.29%
-
3.82%1.08%
-
9.94%1.31%
-
7.64%1.27%
-
12.51%1.33%
-
No three year data yet1.12%
-
6.00%1.35%
-
9.03%1.5%
-
0.52%0.8%
-
6.60%1.88%
-
3.09%0.93%
-
9.68%2.51%
-
8.72%2.29%
-
5.84%1.61%
-
3.65%1.07%
-
9.68%2.51%
-
6.91%0.94%
-
3.00%0.52%
-
3.11%0.92%
-
13.43%1.15%
-
13.43%1.15%
-
10.30%1.08%
-
7.12%0.95%
-
3.74%0.93%
-
2.89%0.9%
-
8.88%1.04%
-
0.44%0.61%
-
9.08%1.39%
-
8.42%1.34%
-
4.30%1.2%
-
8.75%1.37%
-
7.42%1.32%
-
6.08%1.27%
-
5.12%1.23%
-
4.72%1.21%
-
4.30%1.2%
-
8.42%1.34%
-
7.42%1.32%
-
6.08%1.27%
-
4.72%1.21%
-
4.30%1.2%
-
No three year data yet0.42%
-
No three year data yet0.83%
-
No three year data yet1.41%
-
No three year data yet1.07%
-
No three year data yet1.06%
-
No three year data yet0.44%
-
No three year data yet1.02%
-
No three year data yet0.37%
-
No three year data yet0.37%
-
No three year data yet0.98%
-
No three year data yet1.53%
-
No three year data yet0.65%
-
No three year data yet1.2%
-
No three year data yet0.54%
-
No three year data yet1.33%
-
No three year data yet1.34%
-
No three year data yet0.28%
-
No three year data yet0.59%
-
No three year data yet1.25%
-
No three year data yet1.08%
-
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 yet0.36%
-
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%
-
6.57%0.6%
-
2.36%0.67%
-
12.57%0.62%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.45%
-
No three year data yet0.25%
-
No three year data yet0.45%
-
No three year data yet0.45%
-
No three year data yet0.25%
-
7.48%1.04%
-
0.89%0.49%
-
3.64%0.89%
-
No three year data yet0.37%
-
2.84%0.62%
-
10.96%1.12%
-
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%
-
9.29%1.05%
-
7.25%1.0%
-
5.27%0.95%
-
3.36%0.91%
-
1.98%0.87%
-
9.29%1.05%
-
-0.24%0.81%
-
3.00%1.16%
-
5.32%1.11%
-
No three year data yet0.73%
-
No three year data yet0.68%
-
No three year data yet0.6%
-
11.11%1.12%
-
7.45%1.11%
-
0.81%0.51%
-
2.86%1.05%
-
12.89%1.11%
-
9.85%1.13%
-
5.03%1.07%
-
0.52%0.34%
-
2.44%0.52%
-
6.00%0.85%
-
8.10%0.96%
-
9.79%1.0%
-
4.02%0.73%
-
10.64%0.93%
-
12.68%1.05%
-
No three year data yet1.21%
-
9.48%1.09%
-
No three year data yet0.2%
-
2.88%0.95%
-
No three year data yet1.0%
-
No three year data yet1.25%
-
6.12%0.9%
-
3.24%0.7%
-
15.46%1.15%
-
8.60%1.05%
-
0.88%0.45%
-
0.58%0.8%
-
7.65%0.95%
-
5.53%1.05%
-
0.37%0.54%
-
2.37%0.78%
-
7.43%1.16%
-
9.03%1.2%
-
3.81%0.93%
-
10.00%1.13%
-
No three year data yet0.0%
-
20.11%1.62%
-
4.15%1.1%
-
10.67%1.33%
-
18.07%1.57%
-
11.88%1.38%
-
10.59%1.34%
-
8.50%1.05%
-
7.90%1.03%
-
6.14%0.95%
-
7.85%1.0%
-
0.78%0.23%
-
4.57%0.9%
-
2.93%0.83%
-
9.54%1.05%
-
0.56%0.78%
-
8.18%1.04%
-
11.94%1.05%
-
-0.05%0.59%
-
20.19%1.39%
-
No three year data yet1.14%
-
No three year data yet0.84%
-
No three year data yet1.29%
-
10.14%1.51%
-
10.41%1.27%
-
6.57%1.02%
-
2.71%0.76%
-
0.76%0.76%
-
8.31%1.29%
-
2.21%0.76%
-
11.07%1.16%
-
8.61%1.27%
-
5.62%1.02%
-
2.65%1.03%
-
4.55%1.08%
-
No three year data yet1.23%
-
No three year data yet1.1%
-
No three year data yet1.29%
-
6.72%0.29%
-
2.59%0.27%
-
9.35%0.3%
-
11.36%0.9%
-
5.38%0.9%
-
No three year data yet0.75%
-
8.42%0.9%
-
1.02%0.75%
-
No three year data yet0.9%
-
8.74%0.9%
-
0.34%0.5%
-
9.29%0.9%
-
0.03%0.75%
-
No three year data yet0.5%
-
No three year data yet0.5%
-
No three year data yet0.49%
-
No three year data yet0.49%
-
No three year data yet0.49%
-
No three year data yet0.47%
-
No three year data yet0.49%
-
9.94%0.63%
-
8.25%0.62%
-
8.25%0.62%
-
7.74%0.61%
-
5.83%0.6%
-
4.07%0.58%
-
1.25%0.56%
-
5.44%0.59%
-
8.74%0.59%
-
14.61%0.59%
-
20.67%0.59%
-
9.49%0.59%
-
19.33%0.59%
-
13.48%0.59%
-
12.97%0.59%
-
6.58%0.6%
-
No three year data yet1.44%
-
3.46%0.57%
-
No three year data yet0.2%
-
5.42%0.73%
-
9.03%0.7%
-
6.78%0.59%
-
No three year data yet0.59%
-
7.37%0.58%
-
8.12%0.61%
-
10.38%0.63%
-
0.75%0.56%
-
0.48%0.54%
-
0.88%0.52%
-
7.30%0.59%
-
8.79%0.59%
-
7.68%0.59%
-
7.62%0.59%
-
6.31%0.59%
-
9.67%0.59%
-
1.02%0.59%
-
0.69%0.54%
-
12.29%0.58%
-
11.64%0.58%
-
No three year data yet0.59%
-
No three year data yet0.59%
-
No three year data yet0.54%
-
12.27%0.58%
-
No three year data yet0.58%
-
-0.70%0.49%
-
17.23%0.54%
-
21.35%0.57%
-
12.54%0.57%
-
14.80%0.57%
-
14.22%0.57%
-
5.89%0.72%
-
0.76%0.27%
-
2.57%0.58%
-
No three year data yet0.4%
-
2.37%0.39%
-
7.58%0.79%
-
3.92%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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