Fund type: Aggressive fund
Past Returns: No 3 year data yetWhere 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, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
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.
One of the world's largest mining companies, headquartered in Australia with operations globally. In 2015 Samarco (a BHP joint venture with Vale SA) caused the Mariana dam disaster releasing huge quantities of heavy metal waste into the Doce River basin. This is the largest pollution incident ever recorded and devastated communities and the ecosystem. BHP also mines thermal coal. While it sold some coal mines, it will continue to operate the Mt Arthur mine in New South Wales until 2030.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
A global diversified miner, predominantly in iron ore but also copper, aluminium, diamonds, gold, and industrial minerals. In 2020, Rio Tinto destroyed Aboriginal 46,000-year-old sacred sites at an iron mine in Western Australia, leaving a considerable and irrepairable impact on the traditional owners. Also a pattern of harmful community-related incidents in West Papua, South Africa, Canada, the US and Serbia. The company also derives revenue from coal power plants through multiple associates and subsidiaries.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
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.
One of the world's largest mining companies, headquartered in Australia with operations globally. In 2015 Samarco (a BHP joint venture with Vale SA) caused the Mariana dam disaster releasing huge quantities of heavy metal waste into the Doce River basin. This is the largest pollution incident ever recorded and devastated communities and the ecosystem. BHP also mines thermal coal. While it sold some coal mines, it will continue to operate the Mt Arthur mine in New South Wales until 2030.
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.
Australia’s largest oil and gas company with the largest LNG production in the southern hemisphere. The company seeks to massively expand gas production in NW Australia, which will produce huge levels of carbon dioxide emissions over the next 50 years. Ecologists are also very concerned about the impact Woodside’s offshore expansion plans on important coral reef habitats.
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.
An Australian oil and gas company with significant operations in natural gas and oil production and exploration. The company has plans for major short term expansion of exploration in Australia, Papua New Guinea, and Alaska. The company’s planned short-term expansion overshoots the IEA Net-Zero Emissions Scenario by 59%.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
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.
Origin Energy engages in fossil fuel production and generation in Australia and New Zealand. They produce oil and gas, engage in thermal coal fired generation and LNG exploration.
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.
South32 is involved in diversified metals mining in Australia, through outputs such as manganese and metallurgical coal. Its ownership of Ecora Resources, which is a company involved in oil and gas production, makes this a company of concern.
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.
Orica engages in services to the fossil fuel industry. They manufacture chemicals and explosives for the mining industry, specifically for thermal coal mining.
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.
Ampol is involved in oil and gas refining and marketing in Australia through their petroleum business. They refine and distribute crude oil through petrol, diesel and jet fuels. Ampol is Australia's largest energy distributor.
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.
Worley Ltd operates with offshore oil projects in planning and development. Companies involved in oil and gas services provide tailor-made products and services for the oil and gas sector including exploration and production.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
A global diversified miner, predominantly in iron ore but also copper, aluminium, diamonds, gold, and industrial minerals. In 2020, Rio Tinto destroyed Aboriginal 46,000-year-old sacred sites at an iron mine in Western Australia, leaving a considerable and irrepairable impact on the traditional owners. Also a pattern of harmful community-related incidents in West Papua, South Africa, Canada, the US and Serbia. The company also derives revenue from coal power plants through multiple associates and subsidiaries.
Fund type: Aggressive fund
Past Returns: No 3 year data yetThe fund’s main objective is to achieve long-term capital growth by investing in a select group of New Zealand and Australian equities. This approach allows it to navigate market ups and downs while aiming for sustained growth over the long run.
| Value | $142k NZD |
| Period of data report | 31st March 2026 |
| Fund started | 5th Sept. 2025 |
| Total annual fund fees | 0.01% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.0% |
| Other management and administration charges | 0.01% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Tim Chesterfield |
Currently: Director (1 years, 10 months)
|
|
Christopher Jardine |
Currently: Senior Portfolio Manager (12 years, 2 months)
|
|
Trent Walker |
Currently: Investment Analyst (0 years, 6 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 |
|---|
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.
ANZ Bank (Au Register)
Australia Australasian Equities
Ishares Core S&P/ASX 200 ETF
Australia Australasian Equities
Fisher & Paykel Healthcare Corp Ltd
New Zealand Australasian Equities
Rio Tinto (Au Register)
Australia Australasian Equities
Wesfarmers Ltd
Australia Australasian Equities
New Zealand Dollar
New Zealand Cash and Equivalents
Mainfreight Limited
New Zealand Australasian Equities
Brambles
Australia Australasian Equities
Meridian Energy
New Zealand Australasian Equities
Jb Hi-Fi Ord
Australia Australasian Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 2.0% | 0.08% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 98.0% | 0.88% |
| International Equities | 0.0% | 0.04% |
| 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, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
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.
One of the world's largest mining companies, headquartered in Australia with operations globally. In 2015 Samarco (a BHP joint venture with Vale SA) caused the Mariana dam disaster releasing huge quantities of heavy metal waste into the Doce River basin. This is the largest pollution incident ever recorded and devastated communities and the ecosystem. BHP also mines thermal coal. While it sold some coal mines, it will continue to operate the Mt Arthur mine in New South Wales until 2030.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
A global diversified miner, predominantly in iron ore but also copper, aluminium, diamonds, gold, and industrial minerals. In 2020, Rio Tinto destroyed Aboriginal 46,000-year-old sacred sites at an iron mine in Western Australia, leaving a considerable and irrepairable impact on the traditional owners. Also a pattern of harmful community-related incidents in West Papua, South Africa, Canada, the US and Serbia. The company also derives revenue from coal power plants through multiple associates and subsidiaries.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
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.
One of the world's largest mining companies, headquartered in Australia with operations globally. In 2015 Samarco (a BHP joint venture with Vale SA) caused the Mariana dam disaster releasing huge quantities of heavy metal waste into the Doce River basin. This is the largest pollution incident ever recorded and devastated communities and the ecosystem. BHP also mines thermal coal. While it sold some coal mines, it will continue to operate the Mt Arthur mine in New South Wales until 2030.
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.
Australia’s largest oil and gas company with the largest LNG production in the southern hemisphere. The company seeks to massively expand gas production in NW Australia, which will produce huge levels of carbon dioxide emissions over the next 50 years. Ecologists are also very concerned about the impact Woodside’s offshore expansion plans on important coral reef habitats.
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.
An Australian oil and gas company with significant operations in natural gas and oil production and exploration. The company has plans for major short term expansion of exploration in Australia, Papua New Guinea, and Alaska. The company’s planned short-term expansion overshoots the IEA Net-Zero Emissions Scenario by 59%.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
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.
Origin Energy engages in fossil fuel production and generation in Australia and New Zealand. They produce oil and gas, engage in thermal coal fired generation and LNG exploration.
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.
South32 is involved in diversified metals mining in Australia, through outputs such as manganese and metallurgical coal. Its ownership of Ecora Resources, which is a company involved in oil and gas production, makes this a company of concern.
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.
Orica engages in services to the fossil fuel industry. They manufacture chemicals and explosives for the mining industry, specifically for thermal coal mining.
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.
Ampol is involved in oil and gas refining and marketing in Australia through their petroleum business. They refine and distribute crude oil through petrol, diesel and jet fuels. Ampol is Australia's largest energy distributor.
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.
Worley Ltd operates with offshore oil projects in planning and development. Companies involved in oil and gas services provide tailor-made products and services for the oil and gas sector including exploration and production.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Where the actions of companies have violated global standards on human rights and freedoms including customary rights of indigenous people.
A global diversified miner, predominantly in iron ore but also copper, aluminium, diamonds, gold, and industrial minerals. In 2020, Rio Tinto destroyed Aboriginal 46,000-year-old sacred sites at an iron mine in Western Australia, leaving a considerable and irrepairable impact on the traditional owners. Also a pattern of harmful community-related incidents in West Papua, South Africa, Canada, the US and Serbia. The company also derives revenue from coal power plants through multiple associates and subsidiaries.
Fund type: Aggressive fund
Past Returns: No 3 year data yetThe fund’s main objective is to achieve long-term capital growth by investing in a select group of New Zealand and Australian equities. This approach allows it to navigate market ups and downs while aiming for sustained growth over the long run.
| Value | $142k NZD |
| Period of data report | 31st March 2026 |
| Fund started | 5th Sept. 2025 |
| Total annual fund fees | 0.01% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.0% |
| Other management and administration charges | 0.01% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Tim Chesterfield |
Currently: Director (1 years, 10 months)
|
|
Christopher Jardine |
Currently: Senior Portfolio Manager (12 years, 2 months)
|
|
Trent Walker |
Currently: Investment Analyst (0 years, 6 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 |
|---|
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.
ANZ Bank (Au Register)
Australia Australasian Equities
Ishares Core S&P/ASX 200 ETF
Australia Australasian Equities
Fisher & Paykel Healthcare Corp Ltd
New Zealand Australasian Equities
Rio Tinto (Au Register)
Australia Australasian Equities
Wesfarmers Ltd
Australia Australasian Equities
New Zealand Dollar
New Zealand Cash and Equivalents
Mainfreight Limited
New Zealand Australasian Equities
Brambles
Australia Australasian Equities
Meridian Energy
New Zealand Australasian Equities
Jb Hi-Fi Ord
Australia Australasian Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 2.0% | 0.08% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 98.0% | 0.88% |
| International Equities | 0.0% | 0.04% |
| 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.
