Funds

SuperLife Asia Pacific Fund

Total Ethical Concerns: 14.93%

The average total concerns of all managed aggressive funds is 12.02%.

Companies of Concern

  • Animal Cruelty 2.91%

    • Shin-Etsu Chemical Co., Ltd.
      0.66%
      0.66%
    • Otsuka Holdings Co., Ltd.
      0.35%
      0.35%
    • Kao Corp.
      0.24%
      0.24%
    • Unicharm Corp.
      0.12%
      0.12%
    • Kikkoman Corp.
      0.11%
      0.11%
    • Mitsubishi Gas Chemical Co., Inc.
      0.11%
      0.11%
    • Idemitsu Kosan Co., Ltd.
      0.10%
      0.10%
    • Nippon Paint Holdings Co., Ltd.
      0.09%
      0.09%
    • Shiseido Co., Ltd.
      0.09%
      0.09%
    • Kt&G Corp.
      0.08%
      0.08%
    • Ricoh Co., Ltd.
      0.07%
      0.07%
    • Yakult Honsha Co., Ltd.
      0.07%
      0.07%
    • Orica Ltd.
      0.06%
      0.06%
    • Seiko Epson Corp.
      0.06%
      0.06%
    • Sk Innovation Co., Ltd.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Mitsui Chemicals, Inc.
      0.05%
      0.05%
    • Tosoh Corp.
      0.05%
      0.05%
    • Nissan Chemical Corp.
      0.04%
      0.04%
    • Prada Spa
      0.04%
      0.04%
    • Resonac Holdings Corp.
      0.04%
      0.04%
    • Sumitomo Chemical Co., Ltd.
      0.04%
      0.04%
    • Kansai Paint Co., Ltd.
      0.03%
      0.03%
    • Lion Corp.
      0.03%
      0.03%
    • Adeka Corp.
      0.02%
      0.02%
    • Amorepacific
      0.02%
      0.02%
    • Daicel Corp.
      0.02%
      0.02%
    • Dic Corp.
      0.02%
      0.02%
    • Kanto Denka Kogyo Co., Ltd.
      0.02%
      0.02%
    • Kosé Corp.
      0.02%
      0.02%
    • Kumho Petrochemical Co., Ltd.
      0.02%
      0.02%
    • Lg H&H Co., Ltd.
      0.02%
      0.02%
    • Nagase & Co., Ltd.
      0.02%
      0.02%
    • Nippon Shokubai Co., Ltd.
      0.02%
      0.02%
    • Pigeon Corp.
      0.02%
      0.02%
    • SKC CO
      0.02%
      0.02%
    • Tokai Carbon Co., Ltd.
      0.02%
      0.02%
  • Human Rights Violations 0.59%

    • Rio Tinto
      0.33%
      0.33%
    • Ck Hutchison
      0.18%
      0.18%
    • First Pacific Co. Ltd.
      0.02%
      0.02%
  • Social Harm 1.88%

  • Fossil Fuels 9.17%

    • BHP
      1.49%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      1.49%
    • Mitsubishi Corp.
      0.80%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.80%
    • Itochu Corp.
      0.75%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.75%
    • Mitsui & Co., Ltd.
      0.66%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.66%
    • Rio Tinto
      0.33%
      0.33%
    • Sumitomo Corp.
      0.33%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.33%
    • Woodside Energy Group Ltd.
      0.33%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.33%
    • Marubeni Corp.
      0.31%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.31%
    • Nippon Steel Corp.
      0.25%
      0.25%
    • Posco
      0.23%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.23%
    • Ck Hutchison
      0.18%
      0.18%
    • Eneos Holdings, Inc.
      0.17%
      0.17%
    • Nippon Yusen Kk
      0.17%
      0.17%
    • Santos Ltd.
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Clp Holdings Ltd.
      0.16%
      0.16%
    • Inpex Corp.
      0.14%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.14%
    • Origin Energy
      0.14%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.14%
    • The Kansai Electric Power Co., Inc.
      0.14%
      0.14%
    • Tokyo Gas Co., Ltd.
      0.14%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.14%
    • Mitsui O.S.K. Lines, Ltd.
      0.13%
      0.13%
    • Hong Kong & China Gas Co. Ltd.
      0.11%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.11%
    • South32 Ltd.
      0.11%
      0.11%
    • Hd Hyundai Co., Ltd.
      0.10%
      0.10%
    • Idemitsu Kosan Co., Ltd.
      0.10%
      0.10%
    • Jardine Matheson
      0.10%
      0.10%
    • Osaka Gas
      0.10%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.10%
    • Power Assets Holdings Ltd.
      0.10%
      0.10%
    • Chubu Electric Power Co., Inc.
      0.09%
      0.09%
    • Apa Group
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Samsung C&T Corp.
      0.08%
      0.08%
    • Lg Corp.
      0.07%
      0.07%
    • Washington H. Soul Pattinson & Co. Ltd.
      0.07%
      0.07%
    • Orica Ltd.
      0.06%
      0.06%
    • Sk Innovation Co., Ltd.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Sojitz Corp.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Agl Energy Ltd.
      0.05%
      0.05%
    • Contact Energy Ltd.
      0.05%
      1.5°C
      This company is on a 1.5°C pathway
      0.05%
    • Hmm Co., Ltd.
      0.05%
      0.05%
    • Kobe Steel, Ltd.
      0.05%
      0.05%
    • Korea Electric Power Corporation (Kepco)
      0.05%
      0.05%
    • Kyushu Electric Power Co., Inc.
      0.05%
      0.05%
    • Sembcorp Industries Ltd.
      0.05%
      0.05%
    • Ampol Ltd.
      0.04%
      0.04%
    • Sk Inc.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Sumitomo Chemical Co., Ltd.
      0.04%
      0.04%
    • Tohoku Electric Power Co., Inc.
      0.04%
      0.04%
    • Air Water, Inc.
      0.03%
      0.03%
    • Cosmo Energy Holdings Co., Ltd.
      0.03%
      0.03%
    • Electric Power Development Co., Ltd.
      0.03%
      0.03%
    • Whitehaven Coal Ltd.
      0.03%
      0.03%
    • Beach Energy Ltd.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Jardine Cycle & Carriage Ltd.
      0.02%
      0.02%
    • Kumho Petrochemical Co., Ltd.
      0.02%
      0.02%
    • Mitsubishi Materials Corp.
      0.02%
      0.02%
    • S-Oil Corp.
      0.02%
      0.02%
    • The Chugoku Electric Power Co., Inc.
      0.02%
      0.02%
    • Ube Corp.
      0.02%
      0.02%
  • Weapons 1.05%

    • Daikin Industries Ltd.
      0.37%
      0.37%
    • Hanwha Aerospace Co., Ltd.
      0.16%
      0.16%
    • Kawasaki Heavy Industries Ltd.
      0.11%
      0.11%
    • Singapore Technologies Engineering Ltd.
      0.09%
      0.09%
    • Hyundai Rotem Co.
      0.06%
      0.06%
    • Sojitz Corp.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Hyundai Heavy Industries Co., Ltd.
      0.05%
      0.05%
    • Korea Aerospace Industries Ltd.
      0.04%
      0.04%
    • Nof Corp.
      0.04%
      0.04%
    • Sumitomo Heavy Industries, Ltd.
      0.03%
      0.03%
    • Hanwha Systems Co., Ltd.
      0.02%
      0.02%
    • Lig Nex1 Co., Ltd.
      0.02%
      0.02%
  • Environmental Harm 3.07%

    • BHP
      1.49%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      1.49%
    • Mitsubishi Corp.
      0.80%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.80%
    • Posco
      0.23%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.23%
    • Jardine Matheson
      0.10%
      0.10%
    • Wh Group
      0.09%
      0.09%
    • AGC Inc
      0.07%
      0.07%
    • Tokyo Electric Power Company Holdings, Incorporated
      0.05%
      0.05%
    • Nissan Chemical Corp.
      0.04%
      0.04%
    • 0.03%
    • Adeka Corp.
      0.02%
      0.02%
    • First Pacific Co. Ltd.
      0.02%
      0.02%
    • Golden Agri-Resources Ltd
      0.02%
      0.02%
    • Jardine Cycle & Carriage Ltd.
      0.02%
      0.02%

From the Fund Provider

  • About this fund

    About this Fund

    Invests in international shares and is designed to track the return (before tax, fees and other expenses) of the FTSE Developed Asia Pacific All Cap Index.

    Value $16.9M NZD
    Period of data report 31st March 2025
    Fund started 28th Oct. 2016
    Total annual fund fees 0.49%
    Total performance based fees 0.0%
    Manager's basic fee 0.39%
    Other management and administration charges 0.1%
    Total other charges 12.0
    Total other charges currency NZD

    Guy Roulston Elliffe

    Currently: Director (9 years, 4 months)
    Previously: Corporate Governance Manager - ACC (current position) (9 years, 11 months)

    Stuart Kenneth Reginald Millar

    Currently: Chief Investment Officer - Smartshares (5 years, 10 months)
    Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

    Anna Lennie Scott

    Currently: Chief Executive Officer - Smartshares (1 years, 6 months)
    Previously: Chief Operating Officer and Director - Hobson Wealth (5 years, 2 months)

    Alister John Williams

    Currently: Director (9 years, 4 months)
    Previously: Investment Manager - Trust Management (5 years, 4 months)

    This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.

  • Past Returns

    Past Returns

    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
    2025 4.07% 0.7%
    2024 15.78% 20.32%
    2023 -4.85% 0.8%
    2022 3.53% -6.6%
    2021 35.55% 25.57%
    2020 -7.06% -2.48%
    2019 10.17% -1.85%
    2018 7.53% 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 31st March 2025.

  • Investments

    Top 10 Investments

    • Vanguard FTSE Pacific ETF

      United States International Equities

      99.85%
    • NZD Cash Account (ANZ Bank)

      New Zealand Cash and Equivalents AA-

      0.76%
    • USD Cash Account (BNP Paribas)

      United States Cash and Equivalents AA-

      0.1%
    Type Target Actual
    Cash and Cash Equivalents 0.0% 0.0%
    New Zealand Fixed Interest 0.0% 0.0%
    International Fixed Interest 0.0% 0.0%
    Australasian Equities 0.0% 0.0%
    International Equities 100.0% 100.0%
    Listed Properties 0.0% 0.0%
    Unlisted Properties 0.0% 0.0%
    Other 0.0% 0.0%
    Commodities 0.0% 0.0%

    Investment Mix

    How the money in this fund is invested by asset type.

    This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to 31st March 2025 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.

The listing of companies of concern is based on definitions used in Mindful Money's methodology. These definitions may be different from the exclusions policy and definitions applied by the fund provider.

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.

Issues of Concern

  • 2.91% Animal Cruelty
  • 0.59% Human Rights Violations
  • 1.88% Social Harm
  • 9.17% Fossil Fuels
  • 1.05% Weapons
  • 3.07% Environmental Harm

Companies of Concern

  • Animal Cruelty

    • Shin-Etsu Chemical Co., Ltd.
      0.66%
      0.66%
    • Otsuka Holdings Co., Ltd.
      0.35%
      0.35%
    • Kao Corp.
      0.24%
      0.24%
    • Unicharm Corp.
      0.12%
      0.12%
    • Kikkoman Corp.
      0.11%
      0.11%
    • Mitsubishi Gas Chemical Co., Inc.
      0.11%
      0.11%
    • Idemitsu Kosan Co., Ltd.
      0.10%
      0.10%
    • Nippon Paint Holdings Co., Ltd.
      0.09%
      0.09%
    • Shiseido Co., Ltd.
      0.09%
      0.09%
    • Kt&G Corp.
      0.08%
      0.08%
    • Ricoh Co., Ltd.
      0.07%
      0.07%
    • Yakult Honsha Co., Ltd.
      0.07%
      0.07%
    • Orica Ltd.
      0.06%
      0.06%
    • Seiko Epson Corp.
      0.06%
      0.06%
    • Sk Innovation Co., Ltd.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Mitsui Chemicals, Inc.
      0.05%
      0.05%
    • Tosoh Corp.
      0.05%
      0.05%
    • Nissan Chemical Corp.
      0.04%
      0.04%
    • Prada Spa
      0.04%
      0.04%
    • Resonac Holdings Corp.
      0.04%
      0.04%
    • Sumitomo Chemical Co., Ltd.
      0.04%
      0.04%
    • Kansai Paint Co., Ltd.
      0.03%
      0.03%
    • Lion Corp.
      0.03%
      0.03%
    • Adeka Corp.
      0.02%
      0.02%
    • Amorepacific
      0.02%
      0.02%
    • Daicel Corp.
      0.02%
      0.02%
    • Dic Corp.
      0.02%
      0.02%
    • Kanto Denka Kogyo Co., Ltd.
      0.02%
      0.02%
    • Kosé Corp.
      0.02%
      0.02%
    • Kumho Petrochemical Co., Ltd.
      0.02%
      0.02%
    • Lg H&H Co., Ltd.
      0.02%
      0.02%
    • Nagase & Co., Ltd.
      0.02%
      0.02%
    • Nippon Shokubai Co., Ltd.
      0.02%
      0.02%
    • Pigeon Corp.
      0.02%
      0.02%
    • SKC CO
      0.02%
      0.02%
    • Tokai Carbon Co., Ltd.
      0.02%
      0.02%
  • Human Rights Violations

    • Rio Tinto
      0.33%
      0.33%
    • Ck Hutchison
      0.18%
      0.18%
    • First Pacific Co. Ltd.
      0.02%
      0.02%
  • Fossil Fuels

    • BHP
      1.49%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      1.49%
    • Mitsubishi Corp.
      0.80%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.80%
    • Itochu Corp.
      0.75%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.75%
    • Mitsui & Co., Ltd.
      0.66%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.66%
    • Rio Tinto
      0.33%
      0.33%
    • Sumitomo Corp.
      0.33%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.33%
    • Woodside Energy Group Ltd.
      0.33%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.33%
    • Marubeni Corp.
      0.31%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.31%
    • Nippon Steel Corp.
      0.25%
      0.25%
    • Posco
      0.23%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.23%
    • Ck Hutchison
      0.18%
      0.18%
    • Eneos Holdings, Inc.
      0.17%
      0.17%
    • Nippon Yusen Kk
      0.17%
      0.17%
    • Santos Ltd.
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Clp Holdings Ltd.
      0.16%
      0.16%
    • Inpex Corp.
      0.14%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.14%
    • Origin Energy
      0.14%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.14%
    • The Kansai Electric Power Co., Inc.
      0.14%
      0.14%
    • Tokyo Gas Co., Ltd.
      0.14%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.14%
    • Mitsui O.S.K. Lines, Ltd.
      0.13%
      0.13%
    • Hong Kong & China Gas Co. Ltd.
      0.11%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.11%
    • South32 Ltd.
      0.11%
      0.11%
    • Hd Hyundai Co., Ltd.
      0.10%
      0.10%
    • Idemitsu Kosan Co., Ltd.
      0.10%
      0.10%
    • Jardine Matheson
      0.10%
      0.10%
    • Osaka Gas
      0.10%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.10%
    • Power Assets Holdings Ltd.
      0.10%
      0.10%
    • Chubu Electric Power Co., Inc.
      0.09%
      0.09%
    • Apa Group
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Samsung C&T Corp.
      0.08%
      0.08%
    • Lg Corp.
      0.07%
      0.07%
    • Washington H. Soul Pattinson & Co. Ltd.
      0.07%
      0.07%
    • Orica Ltd.
      0.06%
      0.06%
    • Sk Innovation Co., Ltd.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Sojitz Corp.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Agl Energy Ltd.
      0.05%
      0.05%
    • Contact Energy Ltd.
      0.05%
      1.5°C
      This company is on a 1.5°C pathway
      0.05%
    • Hmm Co., Ltd.
      0.05%
      0.05%
    • Kobe Steel, Ltd.
      0.05%
      0.05%
    • Korea Electric Power Corporation (Kepco)
      0.05%
      0.05%
    • Kyushu Electric Power Co., Inc.
      0.05%
      0.05%
    • Sembcorp Industries Ltd.
      0.05%
      0.05%
    • Ampol Ltd.
      0.04%
      0.04%
    • Sk Inc.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Sumitomo Chemical Co., Ltd.
      0.04%
      0.04%
    • Tohoku Electric Power Co., Inc.
      0.04%
      0.04%
    • Air Water, Inc.
      0.03%
      0.03%
    • Cosmo Energy Holdings Co., Ltd.
      0.03%
      0.03%
    • Electric Power Development Co., Ltd.
      0.03%
      0.03%
    • Whitehaven Coal Ltd.
      0.03%
      0.03%
    • Beach Energy Ltd.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Jardine Cycle & Carriage Ltd.
      0.02%
      0.02%
    • Kumho Petrochemical Co., Ltd.
      0.02%
      0.02%
    • Mitsubishi Materials Corp.
      0.02%
      0.02%
    • S-Oil Corp.
      0.02%
      0.02%
    • The Chugoku Electric Power Co., Inc.
      0.02%
      0.02%
    • Ube Corp.
      0.02%
      0.02%
  • Weapons

    • Daikin Industries Ltd.
      0.37%
      0.37%
    • Hanwha Aerospace Co., Ltd.
      0.16%
      0.16%
    • Kawasaki Heavy Industries Ltd.
      0.11%
      0.11%
    • Singapore Technologies Engineering Ltd.
      0.09%
      0.09%
    • Hyundai Rotem Co.
      0.06%
      0.06%
    • Sojitz Corp.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Hyundai Heavy Industries Co., Ltd.
      0.05%
      0.05%
    • Korea Aerospace Industries Ltd.
      0.04%
      0.04%
    • Nof Corp.
      0.04%
      0.04%
    • Sumitomo Heavy Industries, Ltd.
      0.03%
      0.03%
    • Hanwha Systems Co., Ltd.
      0.02%
      0.02%
    • Lig Nex1 Co., Ltd.
      0.02%
      0.02%
  • Environmental Harm

    • BHP
      1.49%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      1.49%
    • Mitsubishi Corp.
      0.80%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.80%
    • Posco
      0.23%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.23%
    • Jardine Matheson
      0.10%
      0.10%
    • Wh Group
      0.09%
      0.09%
    • AGC Inc
      0.07%
      0.07%
    • Tokyo Electric Power Company Holdings, Incorporated
      0.05%
      0.05%
    • Nissan Chemical Corp.
      0.04%
      0.04%
    • 0.03%
    • Adeka Corp.
      0.02%
      0.02%
    • First Pacific Co. Ltd.
      0.02%
      0.02%
    • Golden Agri-Resources Ltd
      0.02%
      0.02%
    • Jardine Cycle & Carriage Ltd.
      0.02%
      0.02%

About this Fund

Invests in international shares and is designed to track the return (before tax, fees and other expenses) of the FTSE Developed Asia Pacific All Cap Index.

Value $16.9M NZD
Period of data report 31st March 2025
Fund started 28th Oct. 2016
Total annual fund fees 0.49%
Total performance based fees 0.0%
Manager's basic fee 0.39%
Other management and administration charges 0.1%
Total other charges 12.0
Total other charges currency NZD

Guy Roulston Elliffe

Currently: Director (9 years, 4 months)
Previously: Corporate Governance Manager - ACC (current position) (9 years, 11 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (5 years, 10 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Anna Lennie Scott

Currently: Chief Executive Officer - Smartshares (1 years, 6 months)
Previously: Chief Operating Officer and Director - Hobson Wealth (5 years, 2 months)

Alister John Williams

Currently: Director (9 years, 4 months)
Previously: Investment Manager - Trust Management (5 years, 4 months)

This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.

Past Returns

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
2025 4.07% 0.7%
2024 15.78% 20.32%
2023 -4.85% 0.8%
2022 3.53% -6.6%
2021 35.55% 25.57%
2020 -7.06% -2.48%
2019 10.17% -1.85%
2018 7.53% 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 31st March 2025.

Top 10 Investments

  • Vanguard FTSE Pacific ETF

    United States International Equities

    99.85%
  • NZD Cash Account (ANZ Bank)

    New Zealand Cash and Equivalents AA-

    0.76%
  • USD Cash Account (BNP Paribas)

    United States Cash and Equivalents AA-

    0.1%
Type Target Actual
Cash and Cash Equivalents 0.0% 0.0%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 100.0% 100.0%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

Investment Mix

How the money in this fund is invested by asset type.

This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.