Funds
Tempo Future Cities Fund
Issues of concern
The graph below shows the percentage of the fund invested in each of the worst issues of concern to New Zealanders. Below the graph are listed all the companies this fund invests in, by issue of concern.
Key:
- Human Rights Violations
- Environmental Harm
- Animal Cruelty
- Weapons
- Fossil Fuels
- Social Harm
Companies of concern
Human Rights Violations
-
Palantir Technologies Inc-A 1.54%
Human Rights Abuses
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
War & Conflict
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 Solutions Inc 1.16%
War & Conflict
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 SOLUTIONS INC War & Conflict
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.
-
Zte Corp-A 0.42%
Business Ethics
Where low standards of ethics create harm because of poor culture and inappropriate incentives, inadequate governance and oversight, and incidents of bribery and corruption.
-
Palantir Technologies Inc-A 1.54%
Animal Cruelty
-
Umicore 0.75%
Animal Testing
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.
-
Umicore 0.75%
Weapons
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 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.
About this fund
In their own words
Aims to track the investment performance of a market index comprised of companies across the globe that provide services and solutions for the development of cities, by investing in an international passively managed exchange traded fund.
Value | $50.2k NZD |
Period of data report | 30th June 2024 |
Fund started | 16th Aug. 2023 |
Total annual fund fees | 1.25% |
Total performance based fees | 0.0% |
Manager's basic fee | 0.85% |
Other management and administration charges | 0.4% |
Total other charges | 0.0 |
Total other charges currency | NZD |
Key Personnel
Neil Paviour-Smith |
Currently: Director of Forsyth Barr Investment Management Limited (current) (16 years, 4 months) |
Penny Hogg |
Currently: Director, Strategic Operations, Forsyth Barr Limited (1 years, 7 months) |
Matt Henry |
Currently: Head of Wealth Management Research, Forsyth Barr Limited (4 years, 11 months) |
Chelsea Leadbetter |
Currently: Head of Wealth Development, Forsyth Barr Limited (2 years, 1 months) |
Melissa Platt |
Currently: Senior Analyst, Wealth Management Research (2 years, 2 months) |
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th June 2024.
- No attachments
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 |
---|
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 30th June 2024.
Top 10 Investments
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Ishares Smart City Infrastructure Ucits ETF
Switzerland International Equities95.03% -
BNZ Transactional Bank Account
New Zealand Cash and Equivalents AA-4.97%
Type | Target | Actual |
---|---|---|
Cash and Cash Equivalents | 0.0% | 4.97% |
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% | 95.03% |
Listed Properties | 0.0% | 0.0% |
Unlisted Properties | 0.0% | 0.0% |
Other | 0.0% | 0.0% |
Commodities | 0.0% | 0.0% |
Investment Mix
How the money in this fund is invested against the fund's targets.
Target
Actual
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th June 2024.