SuperLife Asia Pacific Fund

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Not Mindful
Type: Aggressive fund
Past Returns: 2.02%

Average annual returns over the past 3 years, after fees and taxes. * indicates less than 3 years of data.

Annual Fees: 0.49%

Annual fees, including any membership and % management fee.

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.


Fossil Fuel

Agl Energy Limited 0.11%
Apa Group 0.14%
BHP Group Ltd 1.08%
Chugoku Electric Power Co., Inc. 0.06%
Clp Holdings Limited 0.25%
Cooper Energy Limited 0.01%
Cosmo Energy Holdings Co., Ltd. 0.02%
Electric Power Development Co., Ltd. 0.05%
Gs Holdings Corp. 0.02%
Hokkaido Electric Power Company,Incorporated 0.01%
Hokuriku Electric Power Company 0.02%
Idemitsu Kosan Co., Ltd. 0.08%
Inpex Corporation 0.10%
Itochu Enex Co., Ltd. 0.01%
Japan Petroleum Exploration Co., Ltd. 0.01%
Jxtg Holdings. Inc. 0.18%
Korea Electric Power Corporation 0.07%
Korea Gas Corporation 0.01%
Marubeni Corporation 0.12%
Nippo Corporation 0.02%
Nippon Yusen Kabushiki Kaisha 0.04%
Oil Search Limited 0.06%
Okinawa Electric Power Co., Inc. 0.01%
Orient Corporation 0.01%
Origin Energy Limited 0.11%
S-Oil Corporation 0.04%
San-Ai Oil Co., Ltd. 0.01%
Santos Limited 0.10%
Shikoku Electric Power Company, Incorporated 0.02%
Sk Innovation Co., Ltd 0.08%
South32 Ltd. 0.10%
United Energy Group Limited 0.02%
Viva Energy Group Ltd. 0.02%
Washington H. Soul Pattinson and Co. Ltd. 0.02%
Whitehaven Coal Limited 0.02%
Woodside Petroleum Ltd 0.22%

Weapons

Austal Limited 0.01%
Daicel Corporation 0.04%
Electro Optic Systems Holdings Limited 0.01%
Hanwha Aerospace Co., Ltd. 0.01%
Hanwha Corp 0.01%
Hyundai Rotem Co. 0.01%
Ihi Corporation 0.03%
Kawasaki Heavy Industries Ltd. 0.04%
Korea Aerospace Industries, Ltd. 0.02%
Mitsubishi Heavy Industries, Ltd. 0.11%
Nof Corporation 0.04%
Singapore Technologies Engineering Ltd 0.05%

Tobacco

Japan Tobacco Inc. 0.36%

Gambling

Aristocrat Leisure Limited 0.17%
Crown Resorts Limited 0.03%
Galaxy Entertainment Group Limited 0.23%
Genting Singapore Limited 0.05%
Heiwa Corporation 0.01%
Jumbo Interactive Limited 0.01%
Kangwon Land, Inc. 0.03%
Melco International Development Limited 0.02%
Mgm China Holdings Limited 0.01%
Nagacorp Ltd. 0.03%
Paradise Co., Ltd 0.01%
Sands China Ltd. 0.15%
Sega Sammy Holdings Inc. 0.04%
Sjm Holdings Limited 0.03%
Skycity Entertainment Group Limited 0.02%
Star Entertainment Group Limited 0.03%
Tabcorp Holdings Limited 0.06%
Tokyo Dome Corporation 0.01%
Tokyotokeiba Co., Ltd. 0.01%
Wynn Macau Ltd. 0.04%

Alcohol

Asahi Group Holdings,Ltd. 0.22%
Asahi Holdings, Inc. 0.01%
Graincorp Limited Class A 0.01%
Hite Jinro Co., Ltd. 0.01%
Kato Sangyo Co., Ltd. 0.01%
Kirin Holdings Company, Limited 0.25%
Metcash Limited 0.03%
Sapporo Holdings Limited 0.02%
Takara Holdings Inc. 0.02%
Treasury Wine Estates Limited 0.07%
Tv Asahi Holdings Corporation 0.01%
Want Want China Holdings Limited 0.06%

Palm Oil

First Resources Ltd. (Singapore) 0.01%
Fuji Oil Holdings, Inc. 0.02%
Golden Agri-Resources Ltd 0.01%
Jardine Cycle & Carriage Limited 0.02%
Posco 0.15%
Posco Chemical Co., Ltd. 0.01%
Posco International Corporation 0.01%
Wilmar International Limited 0.08%

GMOs

Japan Tobacco Inc. 0.36%
Nippon Paper Industries Co., Ltd. 0.02%
Nufarm Limited 0.02%

Human Rights & Environmental Violations

BHP Group Ltd 1.08%
Golden Agri-Resources Ltd 0.01%
Hanwha Corp 0.01%
Posco 0.15%
Posco Chemical Co., Ltd. 0.01%
Posco International Corporation 0.01%
Rio Tinto Limited 0.36%
Tokyo Electric Power Company Holdings, Incorporated 0.08%
Wilmar International Limited 0.08%

Animal Testing

Amorepacific Corp Pfd Registered Non-Voting 0.010%
Amorepacific Corp. 0.060%
Amorepacific Group, Inc. 0.020%
Coca-Cola Bottlers Japan Holdings Inc. 0.040%
Ezaki Glico Co., Ltd. 0.040%
Kagome Co., Ltd. 0.030%
Kikkoman Corporation 0.140%
Kose Corporation 0.060%
L'Occitane International S.A. 0.010%
Mandom Corporation 0.010%
Mitsubishi Gas Chemical Company, Inc. 0.040%
Mitsui Chemicals, Inc. 0.060%
Noevir Holdings Co., Ltd. 0.010%
Orica Limited 0.070%
Shiseido Company,Limited 0.370%
Sumitomo Chemical Co., Ltd. 0.070%
Takasago International Corporation 0.010%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Tue March 31st 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 and research organisations.

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

Year Market Average Fund Annual Return
2020 -7.57% -2.48%
2019 10.01% -1.85%
2018 7.40% 10.39%

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 Tue June 30th 2020.

Showing the top 10 investments for this fund:

  • Vanguard FTSE Pacific ETF
    United States International Equities
    100.0%
  • Westpac Current Account
    New Zealand Cash and Equivalents AA-
    0.74%

This information has been sourced from the quarterly data that each fund has filed with Disclose register Tue June 30th 2020.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 1.0% 0.74%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 99.0% 99.26%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Tue June 30th 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:
    0.73%
  • Animal Testing:
    1.06%
  • Fossil Fuels:
    3.28%
  • Gambling:
    1.00%
  • GMOs:
    0.40%
  • Human Rights & Environmental Violations:
    1.80%
  • Palm Oil:
    0.31%
  • Tobacco:
    0.36%
  • Weapons:
    0.38%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Tue March 31st 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 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 Asia Pacific Fund invests in the Smartshares Exchange Traded Funds' Smartshares Asia Pacific ETF."

Value $4.3M NZD
Period of data report Tue June 30th 2020
Members 279
Fund started Fri Oct. 28th 2016
Total annual fund fees 0.49%
Total performance based fees 0.0%
Manager's basic fee 0.36%
Administration charges 0.13%
Total other charges 12.0
Total other charges currency NZD

Key Personnel

Guy Roulston Elliffe

Currently: Director (4 years, 4 months)
Previously: Corporate Governance Manager - ACC (current position) (4 years, 11 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (0 years, 10 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Hugh Duncan Stevens

Currently: Chief Executive Officer - Smartshares (2 years, 1 months)
Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

Alister John Williams

Currently: Director (4 years, 4 months)
Previously: Investment Manager - Trust Management (5 years, 2 months)

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Tue June 30th 2020.

Downloads

Download the fund's disclosure statement and portfolio holdings.

Latest news

You should be prudent about your investment.

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Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.