Research identified investments in companies of concern and positive outcome companies inside this fund
Companies of concern
Low compared to other Managed conservative funds
2.32% of this fund is invested in 14 companies of concern in these categories
Positive outcome companies
Very high compared to other Managed conservative funds
17.31% of this fund is invested in 14 positive outcome companies in these categories
Switching funds is easy
The new fund provider's application form will take about 5 minutes to complete and they will notify you once your savings have been transferred.
You don't even need to tell your old provider that you're leaving.
Positive Outcome Companies
14 companies within 4 positive outcomes
17.31% of this fund is invested in these 14 positive outcome companies working to build a better future, as per the criteria in Mindful Money's methodology.
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Circular Economy
0.04% of fund
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Brambles
0.04%
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Climate Solutions
4.79% of fund
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Contact Energy Ltd.
2.53% -
Mercury NZ Ltd.
1.64%
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Meridian Energy
0.37%
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Community Development
11.53% of fund
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Kāinga Ora
6.64% -
Community Housing Funding Agency (CHFA)
4.02%
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Verdi Social Housing
0.87%
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Health
0.96% of fund
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Fisher & Paykel Healthcare
0.76% -
Boston Scientific Corp. (BSC)
0.09% -
CSL Ltd.
0.05%
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Switching funds is easy
The new fund provider's application form will take about 5 minutes to complete and they will notify you once your savings have been transferred.
You don't even need to tell your old provider that you're leaving.
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.