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 development or release of GMO plants and seeds.
Where companies are involved in the production or distribution of highly hazardous pesticides, according to the PAN International List of Highly Hazardous Pesticides.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
Where the actions of companies have violated global standards on labour rights and freedoms; including poor treatment of workers, child and forced labour, and modern slavery.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
Where the actions of companies have violated global standards on labour rights and freedoms; including poor treatment of workers, child and forced labour, and modern slavery.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Iberdrola is a Spanish energy company, and one of the largest utilities in the world with electric utility operations in nearly 40 countries. Evidence shows that energy generated from oil and gas accounts for 15% of the company’s revenues. However, the company currently generates 80% of their electricity from renewable sources and have committed to achieving net-zero emissions by 2040. The company reports a total investment of EUR €150 billion is planned for this decade to enable its energy transition. Therefore, the company is considered to be on a climate change pathway aligned with 1.5°C of global temperature rise.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
Operates electric and natural gas transmission systems in the UK and US. It also operates facilities for storing LNG. including the Grain LNG terminal in the UK which is the largest LNG facility in Europe and 8th globally.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Endesa is the largest electric utilities company in Spain and the second largest in Portugal, generating electricity from a mix of hydropower, nuclear, coal, gas, oil, solar, and wind. Evidence shows that energy generated from fossil fuels accounts for 22% of the company’s revenues. However, the company have announced plans to abandon coal by 2027 and gas by 2040, while investing significantly in expanding their renewable energy capacity. Therefore, the company is considered to be on a climate change pathway aligned with 1.5°C of global temperature rise.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Enel is Europe’s largest electric utilities company by market capitalisation and holds a 70.1% stake in the energy company, Endesa. Evidence shows that energy generated from fossil fuels accounts for 15% of the company’s revenues. However, the company have announced plans to abandon coal by 2027 and gas by 2040, while investing significantly in expanding their renewable energy capacity. By 2030, the company expects to have invested a total of EUR €70 billion in renewable energy. Therefore, the company is considered to be on a climate change pathway aligned with 1.5°C of global temperature rise.
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 development or release of GMO plants and seeds.
Where companies are involved in the production or distribution of highly hazardous pesticides, according to the PAN International List of Highly Hazardous Pesticides.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Owns the Grasberg mine in Indonesia where tailings are disposed directly into a river. Note, this type of disposal is banned in most countries. The pollution causes significant negative impact to the health of indigenous communities and wildlife in a biodiversity hotspot.
Aims to achieve positive long term returns by investing in an underlying fund which invests in international equities primarily in companies taking steps to position themselves to benefit from efforts to mitigate, to address challenges presented by, or to help the world adapt to climate change.
| Value | $281k NZD |
| Period of data report | 31st Dec. 2024 |
| Fund started | 15th May 2024 |
| Total annual fund fees | 1.6% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.85% |
| Other management and administration charges | 0.75% |
| 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.
Gmo Climate Change Trust
Australia International Equities
BNZ Transactional Bank Account
New Zealand Cash and Equivalents AA-
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 1.95% |
| 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% | 98.05% |
| 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.
Where companies are involved in the development or release of GMO plants and seeds.
Where companies are involved in the production or distribution of highly hazardous pesticides, according to the PAN International List of Highly Hazardous Pesticides.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
Where the actions of companies have violated global standards on labour rights and freedoms; including poor treatment of workers, child and forced labour, and modern slavery.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
Where the actions of companies have violated global standards on labour rights and freedoms; including poor treatment of workers, child and forced labour, and modern slavery.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Iberdrola is a Spanish energy company, and one of the largest utilities in the world with electric utility operations in nearly 40 countries. Evidence shows that energy generated from oil and gas accounts for 15% of the company’s revenues. However, the company currently generates 80% of their electricity from renewable sources and have committed to achieving net-zero emissions by 2040. The company reports a total investment of EUR €150 billion is planned for this decade to enable its energy transition. Therefore, the company is considered to be on a climate change pathway aligned with 1.5°C of global temperature rise.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
Operates electric and natural gas transmission systems in the UK and US. It also operates facilities for storing LNG. including the Grain LNG terminal in the UK which is the largest LNG facility in Europe and 8th globally.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Endesa is the largest electric utilities company in Spain and the second largest in Portugal, generating electricity from a mix of hydropower, nuclear, coal, gas, oil, solar, and wind. Evidence shows that energy generated from fossil fuels accounts for 22% of the company’s revenues. However, the company have announced plans to abandon coal by 2027 and gas by 2040, while investing significantly in expanding their renewable energy capacity. Therefore, the company is considered to be on a climate change pathway aligned with 1.5°C of global temperature rise.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Enel is Europe’s largest electric utilities company by market capitalisation and holds a 70.1% stake in the energy company, Endesa. Evidence shows that energy generated from fossil fuels accounts for 15% of the company’s revenues. However, the company have announced plans to abandon coal by 2027 and gas by 2040, while investing significantly in expanding their renewable energy capacity. By 2030, the company expects to have invested a total of EUR €70 billion in renewable energy. Therefore, the company is considered to be on a climate change pathway aligned with 1.5°C of global temperature rise.
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 development or release of GMO plants and seeds.
Where companies are involved in the production or distribution of highly hazardous pesticides, according to the PAN International List of Highly Hazardous Pesticides.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Owns the Grasberg mine in Indonesia where tailings are disposed directly into a river. Note, this type of disposal is banned in most countries. The pollution causes significant negative impact to the health of indigenous communities and wildlife in a biodiversity hotspot.
Aims to achieve positive long term returns by investing in an underlying fund which invests in international equities primarily in companies taking steps to position themselves to benefit from efforts to mitigate, to address challenges presented by, or to help the world adapt to climate change.
| Value | $281k NZD |
| Period of data report | 31st Dec. 2024 |
| Fund started | 15th May 2024 |
| Total annual fund fees | 1.6% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.85% |
| Other management and administration charges | 0.75% |
| 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.
Gmo Climate Change Trust
Australia International Equities
BNZ Transactional Bank Account
New Zealand Cash and Equivalents AA-
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 1.95% |
| 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% | 98.05% |
| 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.
