Funds

Russell Investments Sustainable Global Shares Fund

Total Ethical Concerns: 16.12%

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

Companies of Concern

  • Animal Cruelty 4.86%

    • Exxon Mobil Corp.
      0.67%
      !!
      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
      0.67%
    • 0.51%
    • Chevron Corp.
      0.36%
      !!
      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
      0.36%
    • Shell
      0.28%
      !!
      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
      0.28%
    • L'Oréal SA
      0.21%
      0.21%
    • Unilever PLC
      0.21%
      0.21%
    • Ecolab, Inc.
      0.12%
      0.12%
    • Hermès International Sca
      0.12%
      0.12%
    • Reliance Industries Ltd.
      0.12%
      !!
      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
      0.12%
    • Asian Paints Ltd.
      0.11%
      0.11%
    • 3M
      0.10%
      0.10%
    • Givaudan SA
      0.10%
      0.10%
    • The Sherwin-Williams Co.
      0.10%
      0.10%
    • Colgate-Palmolive Co.
      0.09%
      0.09%
    • PPG Industries, Inc.
      0.09%
      0.09%
    • Shiseido Co., Ltd.
      0.08%
      0.08%
    • Corteva, Inc.
      0.07%
      0.07%
    • Basf Se
      0.06%
      0.06%
    • Church & Dwight Co., Inc.
      0.06%
      0.06%
    • Kimberly-Clark Corp.
      0.06%
      0.06%
    • Shin-Etsu Chemical Co., Ltd.
      0.06%
      0.06%
    • Akzo Nobel Nv
      0.05%
      0.05%
    • Henkel AG & Co. Kgaa
      0.05%
      0.05%
    • Hindustan Petroleum Corp. Ltd.
      0.05%
      !!
      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
      0.05%
    • Dupont De Nemours
      0.04%
      0.04%
    • Eni Spa
      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%
    • Koninklijke Ahold Delhaize Nv
      0.04%
      0.04%
    • Nippon Paint Holdings Co., Ltd.
      0.04%
      0.04%
    • Bayer
      0.03%
      0.03%
    • Cabot Corp.
      0.03%
      0.03%
    • Dow, Inc.
      0.03%
      0.03%
    • Kao Corp.
      0.03%
      0.03%
    • Novozymes A/S
      0.03%
      0.03%
    • Nutrien Ltd.
      0.03%
      0.03%
    • Otsuka Holdings Co., Ltd.
      0.03%
      0.03%
    • Covestro AG
      0.02%
      0.02%
    • International Flavors & Fragrances, Inc.
      0.02%
      0.02%
    • Kering SA
      0.02%
      0.02%
    • Lg H&H Co., Ltd.
      0.02%
      0.02%
    • Rpm International, Inc.
      0.02%
      0.02%
    • Sk Innovation Co., 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%
    • Symrise AG
      0.02%
      0.02%
    • The Clorox Co.
      0.02%
      0.02%
    • Tyson Foods Inc
      0.02%
      0.02%
    • Albemarle Corp.
      0.01%
      0.01%
    • Arkema SA
      0.01%
      0.01%
    • Beiersdorf AG
      0.01%
      0.01%
    • Dcc PLC
      0.01%
      0.01%
    • Eastman Chemical Co.
      0.01%
      0.01%
    • Ems-Chemie Holding AG
      0.01%
      0.01%
    • Entegris, Inc.
      0.01%
      0.01%
    • Evonik Industries AG
      0.01%
      0.01%
    • Groupe Bruxelles Lambert SA
      0.01%
      0.01%
    • Hormel Foods Corp
      0.01%
      0.01%
    • Icl Group Ltd.
      0.01%
      0.01%
    • Kikkoman Corp.
      0.01%
      0.01%
    • Mitsubishi Gas Chemical Co., Inc.
      0.01%
      0.01%
    • Mowi Asa
      0.01%
      0.01%
    • Rentokil Initial
      0.01%
      0.01%
    • Ricoh Co., Ltd.
      0.01%
      0.01%
    • The Swatch Group AG
      0.01%
      0.01%
    • Unicharm Corp.
      0.01%
      0.01%
    • Yakult Honsha Co., Ltd.
      0.01%
      0.01%
  • Human Rights Violations 4.42%

    • 1.60%
    • 0.51%
    • Nestlé
      0.34%
      0.34%
    • Wells Fargo
      0.30%
      0.30%
    • 0.23%
    • Caterpillar
      0.20%
      0.20%
    • Rio Tinto
      0.12%
      0.12%
    • UBS
      0.12%
      0.12%
    • General Motors
      0.07%
      0.07%
    • Petrobras
      0.07%
      !!
      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
      0.07%
    • 0.03%
    • Glencore
      0.03%
      0.03%
    • Ck Hutchison
      0.02%
      0.02%
    • 0.02%
    • Grupo México S.A.B. De C.V.
      0.02%
      0.02%
    • Pan American Silver Corp.
      0.02%
      0.02%
    • Teva Pharmaceuticals
      0.02%
      0.02%
    • Zijin Mining
      0.02%
      0.02%
    • 0.01%
    • Alstom S.A
      0.01%
      0.01%
    • Centrais Elétricas Brasileiras SA
      0.01%
      0.01%
    • Mtn Group Limited
      0.01%
      0.01%
    • Ptt Exploration & Production PLC
      0.01%
      !!
      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
      0.01%
    • Ptt Public Co., Ltd.
      0.01%
      0.01%
  • Social Harm 0.64%

  • Fossil Fuels 5.16%

    • Exxon Mobil Corp.
      0.67%
      !!
      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
      0.67%
    • Chevron Corp.
      0.36%
      !!
      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
      0.36%
    • Shell
      0.28%
      !!
      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
      0.28%
    • Texas Pacific Land Corp.
      0.19%
      0.19%
    • Totalenergies Se
      0.18%
      !!
      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
      0.18%
    • Conocophillips
      0.15%
      !!
      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
      0.15%
    • Enbridge, Inc.
      0.12%
      !!
      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
      0.12%
    • Reliance Industries Ltd.
      0.12%
      !!
      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
      0.12%
    • Rio Tinto
      0.12%
      0.12%
    • BP
      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%
    • Franco-Nevada Corp.
      0.10%
      0.10%
    • Pg&E Corp
      0.10%
      0.10%
    • Eog Resources, Inc.
      0.09%
      !!
      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
      0.09%
    • Constellation Energy Corp.
      0.08%
      0.08%
    • Enel
      0.08%
      1.5°C
      This company is on a 1.5°C pathway
      0.08%
    • Enn Clean Energy International Investment Ltd.
      0.08%
      0.08%
    • National Grid PLC
      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%
    • Oneok, Inc.
      0.08%
      0.08%
    • Itochu Corp.
      0.07%
      !!
      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
      0.07%
    • Kinder Morgan, Inc.
      0.07%
      !!
      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
      0.07%
    • Mitsubishi Corp.
      0.07%
      !!
      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
      0.07%
    • Petrobras
      0.07%
      !!
      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
      0.07%
    • Phillips 66
      0.07%
      0.07%
    • Cheniere Energy, Inc.
      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%
    • Hess 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%
    • Marathon Petroleum Corp.
      0.06%
      0.06%
    • Mitsui & 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%
    • Sempra Energy
      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%
    • Targa Resources Corp.
      0.06%
      0.06%
    • Valero Energy Corp.
      0.06%
      0.06%
    • BHP
      0.05%
      !!
      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
      0.05%
    • Consolidated Edison, Inc.
      0.05%
      0.05%
    • Hindustan Petroleum Corp. Ltd.
      0.05%
      !!
      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
      0.05%
    • Diamondback Energy, 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%
    • E.On Se
      0.04%
      0.04%
    • Engie SA
      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%
    • Eni Spa
      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%
    • Fairfax Financial Holdings Ltd.
      0.04%
      0.04%
    • Vale SA
      0.04%
      0.04%
    • Atmos Energy Corp.
      0.03%
      0.03%
    • Barrick Gold
      0.03%
      0.03%
    • Centerpoint Energy, Inc.
      0.03%
      0.03%
    • Dassault Systèmes Se
      0.03%
      0.03%
    • Devon Energy Corp.
      0.03%
      !!
      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
      0.03%
    • Eqt Corp.
      0.03%
      !!
      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
      0.03%
    • Equinor Asa
      0.03%
      !!
      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
      0.03%
    • Glencore
      0.03%
      0.03%
    • Halliburton Co.
      0.03%
      0.03%
    • Marubeni Corp.
      0.03%
      !!
      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
      0.03%
    • Neste Corp.
      0.03%
      0.03%
    • Nrg Energy, Inc.
      0.03%
      0.03%
    • Pembina Pipeline Corp.
      0.03%
      !!
      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
      0.03%
    • Petronet Lng Ltd.
      0.03%
      !!
      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
      0.03%
    • Sumitomo Corp.
      0.03%
      !!
      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
      0.03%
    • Woodside Energy Group Ltd.
      0.03%
      !!
      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
      0.03%
    • Centrica PLC
      0.02%
      0.02%
    • Ck Hutchison
      0.02%
      0.02%
    • Eneos Holdings, Inc.
      0.02%
      0.02%
    • Fortis, Inc.
      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%
    • Galp Energia Sgps SA
      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%
    • Grupo México S.A.B. De C.V.
      0.02%
      0.02%
    • Loews Corp.
      0.02%
      0.02%
    • Mitsui O.S.K. Lines, Ltd.
      0.02%
      0.02%
    • Nippon Yusen Kk
      0.02%
      0.02%
    • Posco
      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%
    • Repsol
      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%
    • Sk Innovation Co., 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%
    • The Williams Cos., Inc.
      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%
    • Tokyo Gas Co., 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%
    • Weg SA
      0.02%
      0.02%
    • Adani Group
      0.01%
      0.01%
    • 0.01%
    • Aker BP Asa
      0.01%
      !!
      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
      0.01%
    • Altagas Ltd.
      0.01%
      0.01%
    • Apa Group
      0.01%
      !!
      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
      0.01%
    • Centrais Elétricas Brasileiras SA
      0.01%
      0.01%
    • Delta Air Lines, Inc.
      0.01%
      0.01%
    • Edp-Energias De Portugal SA
      0.01%
      1.5°C
      This company is on a 1.5°C pathway
      0.01%
    • Endesa SA
      0.01%
      1.5°C
      This company is on a 1.5°C pathway
      0.01%
    • Hong Kong & China Gas Co. Ltd.
      0.01%
      !!
      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
      0.01%
    • Intertek Group PLC
      0.01%
      0.01%
    • Jardine Matheson
      0.01%
      0.01%
    • Lg Corp.
      0.01%
      0.01%
    • OMV AG
      0.01%
      !!
      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
      0.01%
    • Osaka Gas
      0.01%
      !!
      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
      0.01%
    • PT Astra International Tbk
      0.01%
      0.01%
    • Petron Corp.
      0.01%
      0.01%
    • Power Assets Holdings Ltd.
      0.01%
      0.01%
    • Ptt Exploration & Production PLC
      0.01%
      !!
      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
      0.01%
    • Ptt Public Co., Ltd.
      0.01%
      0.01%
    • Samsung C&T Corp.
      0.01%
      0.01%
    • Snam Spa
      0.01%
      !!
      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
      0.01%
    • The Kansai Electric Power Co., Inc.
      0.01%
      0.01%
  • Weapons 1.77%

    • 0.50%
    • Bharat Electronics Ltd.
      0.16%
      0.16%
    • Kongsberg Gruppen Asa
      0.14%
      0.14%
    • Heico Corp.
      0.11%
      0.11%
    • Rolls-Royce Holdings PLC
      0.11%
      0.11%
    • Amphenol Corp.
      0.10%
      0.10%
    • Hanwha Aerospace Co., Ltd.
      0.10%
      0.10%
    • Howmet Aerospace, Inc.
      0.10%
      0.10%
    • Transdigm Group, Inc.
      0.10%
      0.10%
    • Rheinmetall AG
      0.08%
      0.08%
    • Saab Ab
      0.05%
      0.05%
    • Singapore Technologies Engineering Ltd.
      0.04%
      0.04%
    • Booz Allen Hamilton Holding Corp.
      0.03%
      0.03%
    • Teledyne Technologies, Inc.
      0.03%
      0.03%
    • 0.02%
    • Hindustan Aeronautics Ltd.
      0.02%
      0.02%
    • Mtu Aero Engines AG
      0.02%
      0.02%
    • Adani Group
      0.01%
      0.01%
    • Canadian Tire Corp. Ltd.
      0.01%
      0.01%
    • Icl Group Ltd.
      0.01%
      0.01%
    • Melrose Industries PLC
      0.01%
      0.01%
  • Environmental Harm 2.7%

    • Coca-Cola
      0.44%
      0.44%
    • Chevron Corp.
      0.36%
      !!
      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
      0.36%
    • Shell
      0.28%
      !!
      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
      0.28%
    • PepsiCo
      0.26%
      0.26%
    • Unilever PLC
      0.21%
      0.21%
    • Mondelez
      0.12%
      0.12%
    • 0.11%
    • 3M
      0.10%
      0.10%
    • Pg&E Corp
      0.10%
      0.10%
    • Corteva, Inc.
      0.07%
      0.07%
    • 0.07%
    • Mitsubishi Corp.
      0.07%
      !!
      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
      0.07%
    • Basf Se
      0.06%
      0.06%
    • Danone
      0.06%
      0.06%
    • BHP
      0.05%
      !!
      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
      0.05%
    • Vale SA
      0.04%
      0.04%
    • Archer-Daniels Midland
      0.03%
      0.03%
    • Barrick Gold
      0.03%
      0.03%
    • Bayer
      0.03%
      0.03%
    • Glencore
      0.03%
      0.03%
    • Nutrien Ltd.
      0.03%
      0.03%
    • Posco
      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%
    • Zijin Mining
      0.02%
      0.02%
    • AGC Inc
      0.01%
      0.01%
    • Adani Group
      0.01%
      0.01%
    • Evergreen Marine Corp
      0.01%
      0.01%
    • Jardine Matheson
      0.01%
      0.01%
    • Minerva
      0.01%
      0.01%
    • Mowi Asa
      0.01%
      0.01%
    • PT Astra International Tbk
      0.01%
      0.01%
    • Saputo
      0.01%
      0.01%
    • Southern Copper Corporation
      0.01%
      0.01%
    • Wh Group
      0.01%
      0.01%

From the Fund Provider

  • About this fund

    About this Fund

    The Fund invests predominantly in a broad range of international shares listed on stock exchanges in developed and emerging international markets. The Fund targets a reduction in carbon exposure, and an increase in exposure to renewable energy, compared to the Benchmark. The Fund also employs certain investment exclusions, please refer to the SIPO for further details. Derivatives may be used to obtain or reduce exposure to securities and markets, to implement investment strategies and to manage risk. Foreign currency exposures are unhedged.

    Value $299M NZD
    Period of data report 31st March 2025
    Fund started 14th Dec. 2021
    Total annual fund fees 0.32%
    Total performance based fees 0.0%
    Manager's basic fee 0.24%
    Other management and administration charges 0.08%
    Total other charges 0.0
    Total other charges currency NZD

    Andrew Zenonos

    Currently: Lead Portfolio Manager, Russell Investments (1 years, 10 months)
    Previously: Back-up Portfolio Manager, Russell Investments (10 years, 7 months)

    James Harwood

    Currently: Back-up Portfolio Manager, Russell Investments (1 years, 10 months)
    Previously: Senior Portfolio Manager, Proprietary Strategies, Russell Investments (9 years, 6 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% 11.51%
    2024 15.78% 26.68%
    2023 -4.85% 0.37%

    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

    • Apple Inc

      United States International Equities

      4.26%
    • Nvidia Corp

      United States International Equities

      3.47%
    • Microsoft Corp

      United States International Equities

      3.38%
    • S&P 500 Emini 2506 F

      United States International Equities

      2.58%
    • Amazon Com Inc

      United States International Equities

      2.3%
    • Meta Platforms Inc

      United States International Equities

      1.6%
    • Alphabet Inc Cap Stk Cl A

      United States International Equities

      1.15%
    • Alphabet Inc Cap Cl C

      United States International Equities

      0.99%
    • Tesla Inc

      United States International Equities

      0.96%
    • Broadcom Ord Shs

      United States International Equities

      0.95%
    Type Target Actual
    Cash and Cash Equivalents 0.0% -0.68%
    New Zealand Fixed Interest 0.0% 0.0%
    International Fixed Interest 0.0% 0.0%
    Australasian Equities 0.0% 1.29%
    International Equities 100.0% 97.64%
    Listed Properties 0.0% 1.71%
    Unlisted Properties 0.0% 0.0%
    Other 0.0% 0.04%
    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

  • 4.86% Animal Cruelty
  • 4.42% Human Rights Violations
  • 0.64% Social Harm
  • 5.16% Fossil Fuels
  • 1.77% Weapons
  • 2.7% Environmental Harm

Companies of Concern

  • Animal Cruelty

    • Exxon Mobil Corp.
      0.67%
      !!
      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
      0.67%
    • 0.51%
    • Chevron Corp.
      0.36%
      !!
      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
      0.36%
    • Shell
      0.28%
      !!
      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
      0.28%
    • L'Oréal SA
      0.21%
      0.21%
    • Unilever PLC
      0.21%
      0.21%
    • Ecolab, Inc.
      0.12%
      0.12%
    • Hermès International Sca
      0.12%
      0.12%
    • Reliance Industries Ltd.
      0.12%
      !!
      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
      0.12%
    • Asian Paints Ltd.
      0.11%
      0.11%
    • 3M
      0.10%
      0.10%
    • Givaudan SA
      0.10%
      0.10%
    • The Sherwin-Williams Co.
      0.10%
      0.10%
    • Colgate-Palmolive Co.
      0.09%
      0.09%
    • PPG Industries, Inc.
      0.09%
      0.09%
    • Shiseido Co., Ltd.
      0.08%
      0.08%
    • Corteva, Inc.
      0.07%
      0.07%
    • Basf Se
      0.06%
      0.06%
    • Church & Dwight Co., Inc.
      0.06%
      0.06%
    • Kimberly-Clark Corp.
      0.06%
      0.06%
    • Shin-Etsu Chemical Co., Ltd.
      0.06%
      0.06%
    • Akzo Nobel Nv
      0.05%
      0.05%
    • Henkel AG & Co. Kgaa
      0.05%
      0.05%
    • Hindustan Petroleum Corp. Ltd.
      0.05%
      !!
      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
      0.05%
    • Dupont De Nemours
      0.04%
      0.04%
    • Eni Spa
      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%
    • Koninklijke Ahold Delhaize Nv
      0.04%
      0.04%
    • Nippon Paint Holdings Co., Ltd.
      0.04%
      0.04%
    • Bayer
      0.03%
      0.03%
    • Cabot Corp.
      0.03%
      0.03%
    • Dow, Inc.
      0.03%
      0.03%
    • Kao Corp.
      0.03%
      0.03%
    • Novozymes A/S
      0.03%
      0.03%
    • Nutrien Ltd.
      0.03%
      0.03%
    • Otsuka Holdings Co., Ltd.
      0.03%
      0.03%
    • Covestro AG
      0.02%
      0.02%
    • International Flavors & Fragrances, Inc.
      0.02%
      0.02%
    • Kering SA
      0.02%
      0.02%
    • Lg H&H Co., Ltd.
      0.02%
      0.02%
    • Rpm International, Inc.
      0.02%
      0.02%
    • Sk Innovation Co., 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%
    • Symrise AG
      0.02%
      0.02%
    • The Clorox Co.
      0.02%
      0.02%
    • Tyson Foods Inc
      0.02%
      0.02%
    • Albemarle Corp.
      0.01%
      0.01%
    • Arkema SA
      0.01%
      0.01%
    • Beiersdorf AG
      0.01%
      0.01%
    • Dcc PLC
      0.01%
      0.01%
    • Eastman Chemical Co.
      0.01%
      0.01%
    • Ems-Chemie Holding AG
      0.01%
      0.01%
    • Entegris, Inc.
      0.01%
      0.01%
    • Evonik Industries AG
      0.01%
      0.01%
    • Groupe Bruxelles Lambert SA
      0.01%
      0.01%
    • Hormel Foods Corp
      0.01%
      0.01%
    • Icl Group Ltd.
      0.01%
      0.01%
    • Kikkoman Corp.
      0.01%
      0.01%
    • Mitsubishi Gas Chemical Co., Inc.
      0.01%
      0.01%
    • Mowi Asa
      0.01%
      0.01%
    • Rentokil Initial
      0.01%
      0.01%
    • Ricoh Co., Ltd.
      0.01%
      0.01%
    • The Swatch Group AG
      0.01%
      0.01%
    • Unicharm Corp.
      0.01%
      0.01%
    • Yakult Honsha Co., Ltd.
      0.01%
      0.01%
  • Human Rights Violations

    • 1.60%
    • 0.51%
    • Nestlé
      0.34%
      0.34%
    • Wells Fargo
      0.30%
      0.30%
    • 0.23%
    • Caterpillar
      0.20%
      0.20%
    • Rio Tinto
      0.12%
      0.12%
    • UBS
      0.12%
      0.12%
    • General Motors
      0.07%
      0.07%
    • Petrobras
      0.07%
      !!
      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
      0.07%
    • 0.03%
    • Glencore
      0.03%
      0.03%
    • Ck Hutchison
      0.02%
      0.02%
    • 0.02%
    • Grupo México S.A.B. De C.V.
      0.02%
      0.02%
    • Pan American Silver Corp.
      0.02%
      0.02%
    • Teva Pharmaceuticals
      0.02%
      0.02%
    • Zijin Mining
      0.02%
      0.02%
    • 0.01%
    • Alstom S.A
      0.01%
      0.01%
    • Centrais Elétricas Brasileiras SA
      0.01%
      0.01%
    • Mtn Group Limited
      0.01%
      0.01%
    • Ptt Exploration & Production PLC
      0.01%
      !!
      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
      0.01%
    • Ptt Public Co., Ltd.
      0.01%
      0.01%
  • Fossil Fuels

    • Exxon Mobil Corp.
      0.67%
      !!
      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
      0.67%
    • Chevron Corp.
      0.36%
      !!
      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
      0.36%
    • Shell
      0.28%
      !!
      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
      0.28%
    • Texas Pacific Land Corp.
      0.19%
      0.19%
    • Totalenergies Se
      0.18%
      !!
      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
      0.18%
    • Conocophillips
      0.15%
      !!
      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
      0.15%
    • Enbridge, Inc.
      0.12%
      !!
      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
      0.12%
    • Reliance Industries Ltd.
      0.12%
      !!
      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
      0.12%
    • Rio Tinto
      0.12%
      0.12%
    • BP
      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%
    • Franco-Nevada Corp.
      0.10%
      0.10%
    • Pg&E Corp
      0.10%
      0.10%
    • Eog Resources, Inc.
      0.09%
      !!
      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
      0.09%
    • Constellation Energy Corp.
      0.08%
      0.08%
    • Enel
      0.08%
      1.5°C
      This company is on a 1.5°C pathway
      0.08%
    • Enn Clean Energy International Investment Ltd.
      0.08%
      0.08%
    • National Grid PLC
      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%
    • Oneok, Inc.
      0.08%
      0.08%
    • Itochu Corp.
      0.07%
      !!
      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
      0.07%
    • Kinder Morgan, Inc.
      0.07%
      !!
      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
      0.07%
    • Mitsubishi Corp.
      0.07%
      !!
      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
      0.07%
    • Petrobras
      0.07%
      !!
      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
      0.07%
    • Phillips 66
      0.07%
      0.07%
    • Cheniere Energy, Inc.
      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%
    • Hess 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%
    • Marathon Petroleum Corp.
      0.06%
      0.06%
    • Mitsui & 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%
    • Sempra Energy
      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%
    • Targa Resources Corp.
      0.06%
      0.06%
    • Valero Energy Corp.
      0.06%
      0.06%
    • BHP
      0.05%
      !!
      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
      0.05%
    • Consolidated Edison, Inc.
      0.05%
      0.05%
    • Hindustan Petroleum Corp. Ltd.
      0.05%
      !!
      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
      0.05%
    • Diamondback Energy, 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%
    • E.On Se
      0.04%
      0.04%
    • Engie SA
      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%
    • Eni Spa
      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%
    • Fairfax Financial Holdings Ltd.
      0.04%
      0.04%
    • Vale SA
      0.04%
      0.04%
    • Atmos Energy Corp.
      0.03%
      0.03%
    • Barrick Gold
      0.03%
      0.03%
    • Centerpoint Energy, Inc.
      0.03%
      0.03%
    • Dassault Systèmes Se
      0.03%
      0.03%
    • Devon Energy Corp.
      0.03%
      !!
      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
      0.03%
    • Eqt Corp.
      0.03%
      !!
      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
      0.03%
    • Equinor Asa
      0.03%
      !!
      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
      0.03%
    • Glencore
      0.03%
      0.03%
    • Halliburton Co.
      0.03%
      0.03%
    • Marubeni Corp.
      0.03%
      !!
      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
      0.03%
    • Neste Corp.
      0.03%
      0.03%
    • Nrg Energy, Inc.
      0.03%
      0.03%
    • Pembina Pipeline Corp.
      0.03%
      !!
      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
      0.03%
    • Petronet Lng Ltd.
      0.03%
      !!
      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
      0.03%
    • Sumitomo Corp.
      0.03%
      !!
      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
      0.03%
    • Woodside Energy Group Ltd.
      0.03%
      !!
      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
      0.03%
    • Centrica PLC
      0.02%
      0.02%
    • Ck Hutchison
      0.02%
      0.02%
    • Eneos Holdings, Inc.
      0.02%
      0.02%
    • Fortis, Inc.
      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%
    • Galp Energia Sgps SA
      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%
    • Grupo México S.A.B. De C.V.
      0.02%
      0.02%
    • Loews Corp.
      0.02%
      0.02%
    • Mitsui O.S.K. Lines, Ltd.
      0.02%
      0.02%
    • Nippon Yusen Kk
      0.02%
      0.02%
    • Posco
      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%
    • Repsol
      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%
    • Sk Innovation Co., 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%
    • The Williams Cos., Inc.
      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%
    • Tokyo Gas Co., 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%
    • Weg SA
      0.02%
      0.02%
    • Adani Group
      0.01%
      0.01%
    • 0.01%
    • Aker BP Asa
      0.01%
      !!
      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
      0.01%
    • Altagas Ltd.
      0.01%
      0.01%
    • Apa Group
      0.01%
      !!
      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
      0.01%
    • Centrais Elétricas Brasileiras SA
      0.01%
      0.01%
    • Delta Air Lines, Inc.
      0.01%
      0.01%
    • Edp-Energias De Portugal SA
      0.01%
      1.5°C
      This company is on a 1.5°C pathway
      0.01%
    • Endesa SA
      0.01%
      1.5°C
      This company is on a 1.5°C pathway
      0.01%
    • Hong Kong & China Gas Co. Ltd.
      0.01%
      !!
      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
      0.01%
    • Intertek Group PLC
      0.01%
      0.01%
    • Jardine Matheson
      0.01%
      0.01%
    • Lg Corp.
      0.01%
      0.01%
    • OMV AG
      0.01%
      !!
      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
      0.01%
    • Osaka Gas
      0.01%
      !!
      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
      0.01%
    • PT Astra International Tbk
      0.01%
      0.01%
    • Petron Corp.
      0.01%
      0.01%
    • Power Assets Holdings Ltd.
      0.01%
      0.01%
    • Ptt Exploration & Production PLC
      0.01%
      !!
      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
      0.01%
    • Ptt Public Co., Ltd.
      0.01%
      0.01%
    • Samsung C&T Corp.
      0.01%
      0.01%
    • Snam Spa
      0.01%
      !!
      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
      0.01%
    • The Kansai Electric Power Co., Inc.
      0.01%
      0.01%
  • Weapons

    • 0.50%
    • Bharat Electronics Ltd.
      0.16%
      0.16%
    • Kongsberg Gruppen Asa
      0.14%
      0.14%
    • Heico Corp.
      0.11%
      0.11%
    • Rolls-Royce Holdings PLC
      0.11%
      0.11%
    • Amphenol Corp.
      0.10%
      0.10%
    • Hanwha Aerospace Co., Ltd.
      0.10%
      0.10%
    • Howmet Aerospace, Inc.
      0.10%
      0.10%
    • Transdigm Group, Inc.
      0.10%
      0.10%
    • Rheinmetall AG
      0.08%
      0.08%
    • Saab Ab
      0.05%
      0.05%
    • Singapore Technologies Engineering Ltd.
      0.04%
      0.04%
    • Booz Allen Hamilton Holding Corp.
      0.03%
      0.03%
    • Teledyne Technologies, Inc.
      0.03%
      0.03%
    • 0.02%
    • Hindustan Aeronautics Ltd.
      0.02%
      0.02%
    • Mtu Aero Engines AG
      0.02%
      0.02%
    • Adani Group
      0.01%
      0.01%
    • Canadian Tire Corp. Ltd.
      0.01%
      0.01%
    • Icl Group Ltd.
      0.01%
      0.01%
    • Melrose Industries PLC
      0.01%
      0.01%
  • Environmental Harm

    • Coca-Cola
      0.44%
      0.44%
    • Chevron Corp.
      0.36%
      !!
      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
      0.36%
    • Shell
      0.28%
      !!
      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
      0.28%
    • PepsiCo
      0.26%
      0.26%
    • Unilever PLC
      0.21%
      0.21%
    • Mondelez
      0.12%
      0.12%
    • 0.11%
    • 3M
      0.10%
      0.10%
    • Pg&E Corp
      0.10%
      0.10%
    • Corteva, Inc.
      0.07%
      0.07%
    • 0.07%
    • Mitsubishi Corp.
      0.07%
      !!
      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
      0.07%
    • Basf Se
      0.06%
      0.06%
    • Danone
      0.06%
      0.06%
    • BHP
      0.05%
      !!
      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
      0.05%
    • Vale SA
      0.04%
      0.04%
    • Archer-Daniels Midland
      0.03%
      0.03%
    • Barrick Gold
      0.03%
      0.03%
    • Bayer
      0.03%
      0.03%
    • Glencore
      0.03%
      0.03%
    • Nutrien Ltd.
      0.03%
      0.03%
    • Posco
      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%
    • Zijin Mining
      0.02%
      0.02%
    • AGC Inc
      0.01%
      0.01%
    • Adani Group
      0.01%
      0.01%
    • Evergreen Marine Corp
      0.01%
      0.01%
    • Jardine Matheson
      0.01%
      0.01%
    • Minerva
      0.01%
      0.01%
    • Mowi Asa
      0.01%
      0.01%
    • PT Astra International Tbk
      0.01%
      0.01%
    • Saputo
      0.01%
      0.01%
    • Southern Copper Corporation
      0.01%
      0.01%
    • Wh Group
      0.01%
      0.01%

About this Fund

The Fund invests predominantly in a broad range of international shares listed on stock exchanges in developed and emerging international markets. The Fund targets a reduction in carbon exposure, and an increase in exposure to renewable energy, compared to the Benchmark. The Fund also employs certain investment exclusions, please refer to the SIPO for further details. Derivatives may be used to obtain or reduce exposure to securities and markets, to implement investment strategies and to manage risk. Foreign currency exposures are unhedged.

Value $299M NZD
Period of data report 31st March 2025
Fund started 14th Dec. 2021
Total annual fund fees 0.32%
Total performance based fees 0.0%
Manager's basic fee 0.24%
Other management and administration charges 0.08%
Total other charges 0.0
Total other charges currency NZD

Andrew Zenonos

Currently: Lead Portfolio Manager, Russell Investments (1 years, 10 months)
Previously: Back-up Portfolio Manager, Russell Investments (10 years, 7 months)

James Harwood

Currently: Back-up Portfolio Manager, Russell Investments (1 years, 10 months)
Previously: Senior Portfolio Manager, Proprietary Strategies, Russell Investments (9 years, 6 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% 11.51%
2024 15.78% 26.68%
2023 -4.85% 0.37%

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

  • Apple Inc

    United States International Equities

    4.26%
  • Nvidia Corp

    United States International Equities

    3.47%
  • Microsoft Corp

    United States International Equities

    3.38%
  • S&P 500 Emini 2506 F

    United States International Equities

    2.58%
  • Amazon Com Inc

    United States International Equities

    2.3%
  • Meta Platforms Inc

    United States International Equities

    1.6%
  • Alphabet Inc Cap Stk Cl A

    United States International Equities

    1.15%
  • Alphabet Inc Cap Cl C

    United States International Equities

    0.99%
  • Tesla Inc

    United States International Equities

    0.96%
  • Broadcom Ord Shs

    United States International Equities

    0.95%
Type Target Actual
Cash and Cash Equivalents 0.0% -0.68%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 1.29%
International Equities 100.0% 97.64%
Listed Properties 0.0% 1.71%
Unlisted Properties 0.0% 0.0%
Other 0.0% 0.04%
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.