SBS Wealth World Equity Portfolio

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Aggressive fund
Annual fees
1.23%
Returns after fees
16.46%

Research identified investments in companies of concern and positive outcome companies inside this fund

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Companies of Concern

164 companies within 6 concerns

17.39% of this fund is invested in these 164 companies of concern whose activities cause serious harm to people or the planet, as per the criteria in Mindful Money's methodology.

  • Animal Cruelty

    2.86% of fund

    • Procter & Gamble Co.
      1.04%
    • L'Oréal SA
      0.51%
    • The Sherwin-Williams Co.
      0.09%
    • Show 33 more companies Show less companies

  • Environmental Harm

    1.71% of fund

    • PepsiCo
      0.65%
    • Enbridge, Inc.
      0.29%
    • The Coca-Cola Company
      0.17%
    • Show 11 more companies Show less companies

  • Fossil Fuels

    6.02% of fund

    • Caterpillar
      0.93%
    • Nextera Energy, Inc.
      0.37%
    • Enbridge, Inc.
      0.29%
    • Show 68 more companies Show less companies

  • Human Rights Violations

    6.13% of fund

    • Meta Platforms, Inc.
      2.27%
    • Johnson & Johnson
      1.20%
    • Caterpillar
      0.93%
    • Show 22 more companies Show less companies

  • Weapons

    2.50% of fund

    • Walmart, Inc.
      1.60%
    • Hanwha Aerospace Co., Ltd.
      0.18%
    • W. W. Grainger
      0.06%
    • Show 28 more companies Show less companies
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About this information

This data is compiled by Mindful Money from the fund information and portfolios that each Managed fund has filed with the Disclose register for 31st March 2026 and Mindful Money analysis of funds within those portfolios.

The categories of concern and positive outcomes are 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.

Lists of companies of concern and positive outcome companies have 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 or bring about more than one positive outcome.

Mindful Money uses the term Mindful Fund 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.