Fund type: Aggressive fund
Past Returns: *50.83%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 significant harm to individuals or communities, through the unsafe nature of their products or delivery of services and inadequate response to evidence of harm.
Meta is the world’s largest online social network consisting of the Facebook app, Instagram, Messenger, WhatsApp, and many features surrounding these products. The company has faced several investigations and legal action linked to privacy-related allegations, including its handling of user data, and breaches of user privacy. Meta has also been criticised for its poor governance model, as well as allowing its platform in non-English speaking countries to be used to incite ethnic violence.
Where a company is complicit in its products or services enabling violations of the Geneva Convention and infringement of the rights of individuals in war or conflict situations.
Motorola is an American provider of communication products, video equipment, telecommunications equipment, software, systems, and services. Motorola Solutions and its subsidiary, Motorola Israel, have been accused of complicity in human rights violations due to its sale of communication products to the Israeli Ministry of Defence in the occupied Palestinian territories. Israeli settlements in occupied Palestinian territories are deemed illegal under international law and the United Nations Human Rights Council Report 2023 has identified Motorola as a company providing services supporting the maintenance and existence of these settlements. As of 2023, Motorola is the sole supplier of the 4G cellular network for the Israeli Military and provides their surveillance and security system, which research shows is being used for border surveillance in the occupied Palestinian territories.
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
Where a company is complicit in its products or services enabling violations of the Geneva Convention and infringement of the rights of individuals in war or conflict situations.
Has developed AI-based predictive policing systems. These are sold to Israeli security forces and used in surveillance of Palestinian in occupied Palestinian territories. The systems were originally designed for US immigration authorities and are used in the US to target immigrants and manage raids.
Where companies are involved in the manufacturing or retail of firearms, including guns, rifles, pistols, or components or services thereof.
Where companies derive revenue from the manufacturing of weapons or weapon components and services to the defence industry. We do not include non-weapons-related military support.
Fund type: Aggressive fund
Past Returns: *50.83%Aims to track the investment performance of a market index comprised of North American companies in the technology sector, and other selected North American companies within the communication services and consumer discretionary sectors, by investing in an international passively managed exchange traded fund.
| Value | $1.48M NZD |
| Period of data report | 31st Dec. 2024 |
| Fund started | 16th Aug. 2023 |
| Total annual fund fees | 1.26% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.85% |
| Other management and administration charges | 0.41% |
| 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 Expanded Tech Sector ETF
United States International Equities
BNZ Transactional Bank Account
New Zealand Cash and Equivalents AA-
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 0.21% |
| 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% | 99.79% |
| 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 significant harm to individuals or communities, through the unsafe nature of their products or delivery of services and inadequate response to evidence of harm.
Meta is the world’s largest online social network consisting of the Facebook app, Instagram, Messenger, WhatsApp, and many features surrounding these products. The company has faced several investigations and legal action linked to privacy-related allegations, including its handling of user data, and breaches of user privacy. Meta has also been criticised for its poor governance model, as well as allowing its platform in non-English speaking countries to be used to incite ethnic violence.
Where a company is complicit in its products or services enabling violations of the Geneva Convention and infringement of the rights of individuals in war or conflict situations.
Motorola is an American provider of communication products, video equipment, telecommunications equipment, software, systems, and services. Motorola Solutions and its subsidiary, Motorola Israel, have been accused of complicity in human rights violations due to its sale of communication products to the Israeli Ministry of Defence in the occupied Palestinian territories. Israeli settlements in occupied Palestinian territories are deemed illegal under international law and the United Nations Human Rights Council Report 2023 has identified Motorola as a company providing services supporting the maintenance and existence of these settlements. As of 2023, Motorola is the sole supplier of the 4G cellular network for the Israeli Military and provides their surveillance and security system, which research shows is being used for border surveillance in the occupied Palestinian territories.
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
Where a company is complicit in its products or services enabling violations of the Geneva Convention and infringement of the rights of individuals in war or conflict situations.
Has developed AI-based predictive policing systems. These are sold to Israeli security forces and used in surveillance of Palestinian in occupied Palestinian territories. The systems were originally designed for US immigration authorities and are used in the US to target immigrants and manage raids.
Where companies are involved in the manufacturing or retail of firearms, including guns, rifles, pistols, or components or services thereof.
Where companies derive revenue from the manufacturing of weapons or weapon components and services to the defence industry. We do not include non-weapons-related military support.
Fund type: Aggressive fund
Past Returns: *50.83%Aims to track the investment performance of a market index comprised of North American companies in the technology sector, and other selected North American companies within the communication services and consumer discretionary sectors, by investing in an international passively managed exchange traded fund.
| Value | $1.48M NZD |
| Period of data report | 31st Dec. 2024 |
| Fund started | 16th Aug. 2023 |
| Total annual fund fees | 1.26% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.85% |
| Other management and administration charges | 0.41% |
| 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 Expanded Tech Sector ETF
United States International Equities
BNZ Transactional Bank Account
New Zealand Cash and Equivalents AA-
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 0.21% |
| 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% | 99.79% |
| 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.
