Funds
Tempo US Responsible Fund
Fund type: Aggressive fund
Past Returns: *30.13%Annual Fees: 0.95%
Fund type: Aggressive fund
Past Returns: *30.13%Where a company has multiple ethical concerns, the total concerns percentage counts this investment once.
The average total concerns of all funds of the same risk profile is weighted by the funds' investment values.
The average total concerns of all managed aggressive funds is 12.02%.
Where companies are involved in testing products on animals for cosmetic, personal care, household product, chemical and other uses. We do not include companies which conduct animal testing for pharmaceutical products, medical devices, biotechnology, human food, or pet food.
Estee Lauder is a multinational cosmetics company, a manufacturer and marketer of makeup, skincare, fragrance, and hair care products. The company states that its products are sold in countries where animal testing of cosmetic products is required by law.
Fund type: Aggressive fund
Past Returns: *30.13%Aims to track the investment performance of a market index comprised of companies listed in the U.S. That have a high environmental, social and governance rating relative to their sector peers, by investing in an international passively managed exchange traded fund.
Value | $48.7k NZD |
Period of data report | 31st Dec. 2024 |
Fund started | 16th Aug. 2023 |
Total annual fund fees | 0.95% |
Total performance based fees | 0.0% |
Manager's basic fee | 0.85% |
Other management and administration charges | 0.1% |
Total other charges | 0.0 |
Total other charges currency | NZD |
Neil Paviour-Smith |
Currently: Director of Forsyth Barr Investment Management Limited (current) (16 years, 10 months)
|
Penny Hogg |
Currently: Director, Strategic Operations, Forsyth Barr Limited (2 years, 1 months)
|
Matt Henry |
Currently: Head of Wealth Management Research, Forsyth Barr Limited (5 years, 2 months)
|
Chelsea Leadbetter |
Currently: Head of Wealth Development, Forsyth Barr Limited (2 years, 4 months)
|
Melissa Platt |
Currently: Senior Analyst, Wealth Management Research (2 years, 5 months)
|
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st Dec. 2024.
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 |
---|
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 Dec. 2024.
Ishares ESG Advanced Msci Usa ETF
United States International Equities
BNZ Transactional Bank Account
New Zealand Cash and Equivalents AA-
Type | Target | Actual |
---|---|---|
Cash and Cash Equivalents | 0.0% | 2.9% |
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% | 97.1% |
Listed Properties | 0.0% | 0.0% |
Unlisted Properties | 0.0% | 0.0% |
Other | 0.0% | 0.0% |
Commodities | 0.0% | 0.0% |
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 Dec. 2024.
This data is compiled by Mindful Money from the fund information and portfolios
that each
fund has
filed with the Disclose register to 30th Sept. 2024 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.
Where companies are involved in testing products on animals for cosmetic, personal care, household product, chemical and other uses. We do not include companies which conduct animal testing for pharmaceutical products, medical devices, biotechnology, human food, or pet food.
Estee Lauder is a multinational cosmetics company, a manufacturer and marketer of makeup, skincare, fragrance, and hair care products. The company states that its products are sold in countries where animal testing of cosmetic products is required by law.
Fund type: Aggressive fund
Past Returns: *30.13%Aims to track the investment performance of a market index comprised of companies listed in the U.S. That have a high environmental, social and governance rating relative to their sector peers, by investing in an international passively managed exchange traded fund.
Value | $48.7k NZD |
Period of data report | 31st Dec. 2024 |
Fund started | 16th Aug. 2023 |
Total annual fund fees | 0.95% |
Total performance based fees | 0.0% |
Manager's basic fee | 0.85% |
Other management and administration charges | 0.1% |
Total other charges | 0.0 |
Total other charges currency | NZD |
Neil Paviour-Smith |
Currently: Director of Forsyth Barr Investment Management Limited (current) (16 years, 10 months)
|
Penny Hogg |
Currently: Director, Strategic Operations, Forsyth Barr Limited (2 years, 1 months)
|
Matt Henry |
Currently: Head of Wealth Management Research, Forsyth Barr Limited (5 years, 2 months)
|
Chelsea Leadbetter |
Currently: Head of Wealth Development, Forsyth Barr Limited (2 years, 4 months)
|
Melissa Platt |
Currently: Senior Analyst, Wealth Management Research (2 years, 5 months)
|
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st Dec. 2024.
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 |
---|
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 Dec. 2024.
Ishares ESG Advanced Msci Usa ETF
United States International Equities
BNZ Transactional Bank Account
New Zealand Cash and Equivalents AA-
Type | Target | Actual |
---|---|---|
Cash and Cash Equivalents | 0.0% | 2.9% |
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% | 97.1% |
Listed Properties | 0.0% | 0.0% |
Unlisted Properties | 0.0% | 0.0% |
Other | 0.0% | 0.0% |
Commodities | 0.0% | 0.0% |
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 Dec. 2024.