AMP Capital Ethical Leaders Growth Fund

The graph below shows the percentage of the fund invested in each of the worst issues of concern to New Zealanders. Below the graph are listed all the companies this fund invests in, by issue of concern.

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Wed Sept. 30th 2020 and Mindful Money analysis of funds within those portfolios. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.

Please note that companies may breach more than one of these areas of concern.

Mindful Money uses the term Mindful Funds as our standard for ethical investment and responsible investment. This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers.

Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.

The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each fund has filed with Disclose register to Thu Dec. 31st 2020.

Showing the top 10 investments for this fund:

• Ausbil Esg Focus Fund
  Australia Australasian Equities
  4.01%
• Colonial First State Wholesale Em Fund
  Australia International Equities
  2.16%
• Fisher & Paykel Healthcare Corp
  New Zealand Australasian Equities
  1.3%
• Sony Corp
  Japan International Equities
  1.15%
• Microsoft Corp
  United States International Equities
  1.14%
• Samsung Electronics Co Ltd
  Korea, Republic of International Equities
  1.13%
• Mainfreight Ltd
  New Zealand Australasian Equities
  0.88%
• A2 Milk Co Ltd
  New Zealand Australasian Equities
  0.87%
• Rio Tinto Ltd
  Australia Australasian Equities
  0.86%
• Alphabet Inc (Class C)
  United States International Equities
  0.83%

This information has been sourced from the quarterly data that each fund has filed with Disclose register Thu Dec. 31st 2020.

How the money in this fund is invested against the fund's targets.

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Thu Dec. 31st 2020.

Does this fund have a policy to exclude any industries from its investments? The first column shows if the fund has a policy to exclude the issue. The second column shows if there are any current investments (source: Mindful Money research).

The Fund may have investments that are not consistent with their exclusions policy because they are still in the process of implementing their policy.

• Issue of concern
  Does this fund say it excludes this?
  Actual holdings
• Adult Entertainment/Pornography:
  0.00%
• Alcohol:
  0.00%
• Animal Testing:
  5.82%
• Fossil Fuels:
  2.88%
• Gambling:
  0.20%
• GMOs:
  0.14%
• Human Rights & Environmental Violations:
  2.55%
• Palm Oil:
  0.00%
• Tobacco:
  0.18%
• Weapons:
  0.12%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Wed Sept. 30th 2020 and Mindful Money analysis of funds within those portfolios. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.

Note that the fund’s intended exclusions may not be consistent with the analysis of the portfolio because of timing issues or because there are companies of concern in indirect investments by the fund.

Note that many funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons.

In their own words

"The fund aims to provide Real Returns of around 6% per annum over the medium to long term. To do this it uses diversification across asset types with a distinct bias to growth assets (eg shares). The fund is managed to specific ‘responsible investment’ criteria which prohibits investments in certain companies or activities and encourages investment in companies with strong environmental social and governance characteristics. This fund is governed by an ethical charter and has been certified by the Responsible Investment Association of Australasia (RIAA). The performance objective is to outperform over the medium term the weighted average return of the market indices used to measure performance of the underlying funds/assets in which the fund invests. AMP Capital is one of New Zealand’s largest investment managers. Our experience and leadership across global asset classes not only provides insights into ever-changing markets, but also means we are at the forefront of developing contemporary investment solutions for New Zealand clients."

Key Personnel

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Thu Dec. 31st 2020.

Downloads

Download the fund's disclosure statement and portfolio holdings.

• Ethical investment charter v
• Product Disclosure Statement (PDS) v
• Portfolio holdings v