Funds

Check & Compare Funds

Choose from the list of funds to begin exploring what they're invested in. Keep adding funds to compare your choices.

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Key:

  • Animal Cruelty
  • Human Rights Violations
  • Social Harm
  • Fossil Fuels
  • Weapons
  • Environmental Harm

Mindful Money uses publicly available data and powerful analytics to reveal the companies your fund is investing in. We've chosen issues that are of most concern to New Zealand investors. Our goal is to provide transparency and help you find the fund that fits your values.

Notes

  • Past Returns: Where there are one or two years of returns data, but less than three years, we use market average data for the relevant risk category for the missing years to create a comparable three year average for the purposes of ordering by returns.
  • Data sourced from NZ Companies Office and from Mindful Money analysis of portfolios.
  • The Issues of Concern are those that members of the NZ public want to avoid, drawn from Annual Surveys.
  • Please note that companies may breach more than one of these areas of concern.