Fund type: Aggressive fund
Past Returns: *0.31%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.
Where companies are involved in the production or distribution of chemicals which are highly hazardous to human or environmental health including herbicides, pesticides and PFAS.
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.
Where companies are involved in the production or distribution of chemicals which are highly hazardous to human or environmental health including herbicides, pesticides and PFAS.
Fund type: Aggressive fund
Past Returns: *0.31%The Global Sustainability Fund aims to achieve positive long term returns by investing in an underlying fund (or funds) which invest in international equities in companies which are assessed as contributing to positive environmental and social outcomes.
| Value | $3.57M NZD |
| Period of data report | 31st March 2026 |
| Fund started | 15th May 2024 |
| Total annual fund fees | 1.35% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.85% |
| Other management and administration charges | 0.5% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Neil Paviour-Smith |
Currently: Director of Forsyth Barr Investment Management Limited (current) (18 years, 1 months)
|
|
Chelsea Leadbetter |
Currently: Head of Wealth Product and Strategy, Forsyth Barr Limited (0 years, 4 months)
|
|
Matt Henry |
Currently: Head of Wealth Management Research, Forsyth Barr Limited (6 years, 8 months)
|
|
Melissa Platt |
Currently: Senior Analyst, Wealth Management Research (3 years, 11 months)
|
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2026.
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 |
|---|---|---|
| 2026 | 10.96% | 0.31% |
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 2026.
Ab Sustainable Global Thematic Equities Fund
Australia International Equities
BNZ Transactional Account
New Zealand Cash and Equivalents A+
ANZ Transactional Account
New Zealand Cash and Equivalents A+
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 0.37% |
| 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% | 99.63% |
| 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 March 2026.
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 2026 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.
Where companies are involved in the production or distribution of chemicals which are highly hazardous to human or environmental health including herbicides, pesticides and PFAS.
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.
Where companies are involved in the production or distribution of chemicals which are highly hazardous to human or environmental health including herbicides, pesticides and PFAS.
Fund type: Aggressive fund
Past Returns: *0.31%The Global Sustainability Fund aims to achieve positive long term returns by investing in an underlying fund (or funds) which invest in international equities in companies which are assessed as contributing to positive environmental and social outcomes.
| Value | $3.57M NZD |
| Period of data report | 31st March 2026 |
| Fund started | 15th May 2024 |
| Total annual fund fees | 1.35% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.85% |
| Other management and administration charges | 0.5% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Neil Paviour-Smith |
Currently: Director of Forsyth Barr Investment Management Limited (current) (18 years, 1 months)
|
|
Chelsea Leadbetter |
Currently: Head of Wealth Product and Strategy, Forsyth Barr Limited (0 years, 4 months)
|
|
Matt Henry |
Currently: Head of Wealth Management Research, Forsyth Barr Limited (6 years, 8 months)
|
|
Melissa Platt |
Currently: Senior Analyst, Wealth Management Research (3 years, 11 months)
|
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2026.
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 |
|---|---|---|
| 2026 | 10.96% | 0.31% |
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 2026.
Ab Sustainable Global Thematic Equities Fund
Australia International Equities
BNZ Transactional Account
New Zealand Cash and Equivalents A+
ANZ Transactional Account
New Zealand Cash and Equivalents A+
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 0.37% |
| 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% | 99.63% |
| 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 March 2026.
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 2026 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.
