Funds

AMP International Shares Fund No. 5

Total Ethical Concerns: 9.86%

The average total concerns of all managed aggressive funds is 12.02%.

Companies of Concern

  • Animal Cruelty 3.39%

    • Ecolab, Inc.
      0.57%
      0.57%
    • Givaudan SA
      0.27%
      0.27%
    • Church & Dwight Co., Inc.
      0.24%
      0.24%
    • PPG Industries, Inc.
      0.23%
      0.23%
    • The Sherwin-Williams Co.
      0.23%
      0.23%
    • Nutrien Ltd.
      0.22%
      0.22%
    • 3M
      0.21%
      0.21%
    • Kimberly-Clark Corp.
      0.21%
      0.21%
    • The Clorox Co.
      0.16%
      0.16%
    • L'Oréal SA
      0.13%
      0.13%
    • Henkel AG & Co. Kgaa
      0.11%
      0.11%
    • Dupont De Nemours
      0.09%
      0.09%
    • Mowi Asa
      0.08%
      0.08%
    • International Flavors & Fragrances, Inc.
      0.07%
      0.07%
    • Novozymes A/S
      0.06%
      0.06%
    • Air Liquide
      0.05%
      0.05%
    • Croda International PLC
      0.04%
      0.04%
    • Hermès International Sca
      0.04%
      0.04%
    • Shin-Etsu Chemical Co., Ltd.
      0.03%
      0.03%
    • Koninklijke Ahold Delhaize Nv
      0.02%
      0.02%
    • Rentokil Initial
      0.02%
      0.02%
    • Ricoh Co., Ltd.
      0.02%
      0.02%
    • Kao Corp.
      0.01%
      0.01%
    • Otsuka Holdings Co., Ltd.
      0.01%
      0.01%
    • Tyson Foods Inc
      0.01%
      0.01%
  • Human Rights Violations 4.03%

    • 1.73%
    • 0.81%
    • Ubs
      0.23%
      0.23%
    • 0.21%
    • Pan American Silver Corp.
      0.09%
      0.09%
    • Caterpillar
      0.07%
      0.07%
    • Teva Pharmaceuticals
      0.04%
      0.04%
    • General Motors
      0.02%
      0.02%
    • Holcim
      0.02%
      0.02%
    • Rio Tinto
      0.02%
      0.02%
  • Social Harm 1.33%

  • Fossil Fuels 0.56%

    • Enel
      0.41%
      1.5°C
      This company is on a 1.5°C pathway
      0.41%
    • Edp-Energias De Portugal SA
      0.10%
      1.5°C
      This company is on a 1.5°C pathway
      0.10%
    • Dassault Systèmes Se
      0.02%
      0.02%
    • Rio Tinto
      0.02%
      0.02%
  • Weapons 0.55%

    • 0.54%
  • Environmental Harm 0.52%

    • Nutrien Ltd.
      0.22%
      0.22%
    • 3M
      0.21%
      0.21%
    • Mowi Asa
      0.08%
      0.08%
    • Saputo
      0.01%
      0.01%

From the Fund Provider

  • About this fund

    About this Fund

    This is a single sector fund with exposure to a diversified international equities portfolio. The fund aims to achieve long term capital growth through exposure to equities of companies listed on stock exchanges around the world. This fund is closed to new investors.

    Value $730k NZD
    Period of data report 31st March 2025
    Fund started 24th March 1998
    Total annual fund fees 1.46%
    Total performance based fees 0.0%
    Manager's basic fee 1.26%
    Other management and administration charges 0.2%
    Total other charges 0.0
    Total other charges currency NZD

    Jeff Ruscoe

    Currently: Investment Committee, Member(Chairman) (6 years, 0 months)
    Previously: Managing Director, AMP Wealth Management New Zealand (2 years, 11 months)

    Mark Ennis

    Currently: Investment Committee, Member (4 years, 8 months)
    Previously: Managing Director, AdviceFirst Limited (5 years, 1 months)

    Justin Boyes*

    Currently: Investment Committee, Member (0 years, 3 months)
    Previously: GM, Retail Customer (2 years, 7 months)

    Aaron Klee*

    Currently: Investment Committee, Member (0 years, 3 months)
    Previously: GM, Investment Management and Services (2 years, 7 months)

    Craig Stobo*

    Currently: Investment Committee, Independent Member (1 years, 5 months)
    Previously: Chairman, Financial Markets Authority (0 years, 10 months)

    This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.

  • Past Returns

    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
    2025 4.07% 9.34%
    2024 15.78% 13.84%
    2023 -4.85% -17.33%
    2022 3.53% 9.4%
    2021 35.55% 26.72%
    2020 -7.06% -14.01%
    2019 10.17% 17.16%
    2018 7.53% 2.96%
    2017 9.49% -2.64%
    2016 4.71% 5.31%

    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 2025.

  • Investments

    Top 10 Investments

    • Apple Inc

      United States International Equities

      4.94%
    • Nvidia Corp

      United States International Equities

      3.99%
    • Microsoft Corp

      United States International Equities

      3.95%
    • Amazon.Com Inc

      United States International Equities

      2.71%
    • Meta Platforms Inc

      United States International Equities

      1.73%
    • Alphabet Inc Class C

      United States International Equities

      1.3%
    • Broadcom Inc

      United States International Equities

      1.12%
    • Tesla Inc

      United States International Equities

      1.12%
    • Alphabet Inc Class A

      United States International Equities

      1.09%
    • Eli Lilly & Co

      United States International Equities

      1.04%
    Type Target Actual
    Cash and Cash Equivalents 0.0% 0.0%
    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% 100.0%
    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 by asset type.

    This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.

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 2025 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.

Issues of Concern

  • 3.39% Animal Cruelty
  • 4.03% Human Rights Violations
  • 1.33% Social Harm
  • 0.56% Fossil Fuels
  • 0.55% Weapons
  • 0.52% Environmental Harm

Companies of Concern

  • Animal Cruelty

    • Ecolab, Inc.
      0.57%
      0.57%
    • Givaudan SA
      0.27%
      0.27%
    • Church & Dwight Co., Inc.
      0.24%
      0.24%
    • PPG Industries, Inc.
      0.23%
      0.23%
    • The Sherwin-Williams Co.
      0.23%
      0.23%
    • Nutrien Ltd.
      0.22%
      0.22%
    • 3M
      0.21%
      0.21%
    • Kimberly-Clark Corp.
      0.21%
      0.21%
    • The Clorox Co.
      0.16%
      0.16%
    • L'Oréal SA
      0.13%
      0.13%
    • Henkel AG & Co. Kgaa
      0.11%
      0.11%
    • Dupont De Nemours
      0.09%
      0.09%
    • Mowi Asa
      0.08%
      0.08%
    • International Flavors & Fragrances, Inc.
      0.07%
      0.07%
    • Novozymes A/S
      0.06%
      0.06%
    • Air Liquide
      0.05%
      0.05%
    • Croda International PLC
      0.04%
      0.04%
    • Hermès International Sca
      0.04%
      0.04%
    • Shin-Etsu Chemical Co., Ltd.
      0.03%
      0.03%
    • Koninklijke Ahold Delhaize Nv
      0.02%
      0.02%
    • Rentokil Initial
      0.02%
      0.02%
    • Ricoh Co., Ltd.
      0.02%
      0.02%
    • Kao Corp.
      0.01%
      0.01%
    • Otsuka Holdings Co., Ltd.
      0.01%
      0.01%
    • Tyson Foods Inc
      0.01%
      0.01%
  • Human Rights Violations

    • 1.73%
    • 0.81%
    • Ubs
      0.23%
      0.23%
    • 0.21%
    • Pan American Silver Corp.
      0.09%
      0.09%
    • Caterpillar
      0.07%
      0.07%
    • Teva Pharmaceuticals
      0.04%
      0.04%
    • General Motors
      0.02%
      0.02%
    • Holcim
      0.02%
      0.02%
    • Rio Tinto
      0.02%
      0.02%
  • Fossil Fuels

    • Enel
      0.41%
      1.5°C
      This company is on a 1.5°C pathway
      0.41%
    • Edp-Energias De Portugal SA
      0.10%
      1.5°C
      This company is on a 1.5°C pathway
      0.10%
    • Dassault Systèmes Se
      0.02%
      0.02%
    • Rio Tinto
      0.02%
      0.02%
  • Weapons

    • 0.54%
  • Environmental Harm

    • Nutrien Ltd.
      0.22%
      0.22%
    • 3M
      0.21%
      0.21%
    • Mowi Asa
      0.08%
      0.08%
    • Saputo
      0.01%
      0.01%

About this Fund

This is a single sector fund with exposure to a diversified international equities portfolio. The fund aims to achieve long term capital growth through exposure to equities of companies listed on stock exchanges around the world. This fund is closed to new investors.

Value $730k NZD
Period of data report 31st March 2025
Fund started 24th March 1998
Total annual fund fees 1.46%
Total performance based fees 0.0%
Manager's basic fee 1.26%
Other management and administration charges 0.2%
Total other charges 0.0
Total other charges currency NZD

Jeff Ruscoe

Currently: Investment Committee, Member(Chairman) (6 years, 0 months)
Previously: Managing Director, AMP Wealth Management New Zealand (2 years, 11 months)

Mark Ennis

Currently: Investment Committee, Member (4 years, 8 months)
Previously: Managing Director, AdviceFirst Limited (5 years, 1 months)

Justin Boyes*

Currently: Investment Committee, Member (0 years, 3 months)
Previously: GM, Retail Customer (2 years, 7 months)

Aaron Klee*

Currently: Investment Committee, Member (0 years, 3 months)
Previously: GM, Investment Management and Services (2 years, 7 months)

Craig Stobo*

Currently: Investment Committee, Independent Member (1 years, 5 months)
Previously: Chairman, Financial Markets Authority (0 years, 10 months)

This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.

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
2025 4.07% 9.34%
2024 15.78% 13.84%
2023 -4.85% -17.33%
2022 3.53% 9.4%
2021 35.55% 26.72%
2020 -7.06% -14.01%
2019 10.17% 17.16%
2018 7.53% 2.96%
2017 9.49% -2.64%
2016 4.71% 5.31%

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 2025.

Top 10 Investments

  • Apple Inc

    United States International Equities

    4.94%
  • Nvidia Corp

    United States International Equities

    3.99%
  • Microsoft Corp

    United States International Equities

    3.95%
  • Amazon.Com Inc

    United States International Equities

    2.71%
  • Meta Platforms Inc

    United States International Equities

    1.73%
  • Alphabet Inc Class C

    United States International Equities

    1.3%
  • Broadcom Inc

    United States International Equities

    1.12%
  • Tesla Inc

    United States International Equities

    1.12%
  • Alphabet Inc Class A

    United States International Equities

    1.09%
  • Eli Lilly & Co

    United States International Equities

    1.04%
Type Target Actual
Cash and Cash Equivalents 0.0% 0.0%
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% 100.0%
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 by asset type.

This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.