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%
-
7.83%0.79%
-
9.30%1.3%
-
13.93%1.37%
-
No three year data yet1.24%
-
6.57%1.21%
-
12.14%1.52%
-
11.27%1.42%
-
No three year data yet1.47%
-
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%
-
No three year data yet1.14%
-
No three year data yet0.84%
-
No three year data yet1.29%
-
6.41%1.03%
-
8.54%0.29%
-
4.96%0.27%
-
10.88%0.3%
-
10.20%0.7%
Other funds also meet the threshold of Mindful Money's criteria for responsible investment, but have not yet joined the platform. They are Medical Assurance Society funds, and Kiwi Wealth cash, cashplus and default funds. See the full list of funds for details.
Full list of all Funds »
We use the term Mindful Funds as our standard for ethical investment. This does not imply that other funds are unethical or that the fund providers that do not meet the Mindful Fund standards are unethical providers.
