Westpac Balanced Trust

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Balanced fund
Annual fees
0.80%
Returns after fees
9.98%

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

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Positive Outcome Companies

35 companies within 5 positive outcomes

6.94% of this fund is invested in these 35 positive outcome companies working to build a better future, as per the criteria in Mindful Money's methodology.

  • Circular Economy

    0.08% of fund

    • Brambles
      0.08%

  • Climate Solutions

    2.59% of fund

    • Contact Energy Ltd.
      0.97%
    • Mercury NZ Ltd.
      0.58%
    • Meridian Energy
      0.38%
    • Show 12 more companies Show less companies

  • Community Development

    0.65% of fund

    • Kāinga Ora
      0.52%
    • Community Housing Funding Agency (CHFA)
      0.14%

  • Health

    3.50% of fund

    • Fisher & Paykel Healthcare
      1.80%
    • Novartis
      0.26%
    • CSL Ltd.
      0.25%
    • Show 12 more companies Show less companies

  • Water and Nature

    0.12% of fund

    • NWB Bank
      0.06%
    • Xylem
      0.06%

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.