AMP International Shares Fund

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Fund type: Aggressive fund

Past Returns: 11.92%

Average annual returns over the past 3 years, after fees and taxes. * indicates less than 3 years of data.

Annual Fees: 2.16%

Annual fees, including management and administration fees, but not membership fee.

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.


Weapons

Gambling

Draftkings Inc 0.01%
Melco Resorts and Entertainme Adr 0.02%
Sands China Limited 0.04%
Wynn Resorts Ltd 0.01%

Adult Entertainment/Pornography

Alcohol

Anheuser Busch Inbev SA Nv 0.24%
Asahi Group Holdings Ltd 0.06%
Brown Forman Corp 0.12%
Carlsberg As - B 0.05%
Diageo Ord 28 101/108P 1.13%
Heineken Nv 0.09%
Kirin Holdings Co Ltd 0.08%
LVMH Moet Hennessy Vuitton Se 0.10%
Molson Coors Beverage Co 0.10%
Pernod-Ricard SA 0.02%

GMOs

Corteva Inc 0.02%

Human Rights & Environmental Violations

Activision Blizzard Inc 0.03%
Credit Suisse Group Chf3.00 0.01%
Johnson & Johnson Com US$1 0.23%
Motorola Solutions Inc 0.22%
Nestle SA 0.50%
Rio Tinto PLC Ord 10P Gbp 0.05%
Uber Technologies Inc 0.08%

Animal Testing

Air Liquide 0.04%
Akzo Nobel Nv Eur0.50 0.16%
Albermarle Corp 0.01%
Asahi Group Holdings Ltd 0.06%
Associated British Foods PLC 0.04%
Avantor Inc 0.01%
Burberry Group PLC 0.09%
Church & Dwight Co 0.12%
Clorox Co Del 0.07%
Corteva Inc 0.02%
Danone 0.18%
Dow Inc 0.23%
Dupont De Nemours Inc 0.17%
Ecolab Ltd 0.46%
Estee Lauder Companies 0.03%
Fuji Film Holdings Corp 0.03%
General Mills Inc 0.42%
Givaudan - Reg 0.33%
Glaxosmithkline PLC 0.22%
Hermes International 0.02%
Ingersoll Rand Inc 0.02%
Intl Flavors & Fragrances USD 0.15%
Johnson & Johnson Com US$1 0.23%
Johnson Matthey PLC 0.05%
Kao Corporation Jpy50 0.12%
Kellogg Company 0.17%
Kerry Group PLC-A 0.18%
Keurig Dr Pepper Inc 0.21%
Kimberly Clark Corp Com Usd1.25 0.43%
Kirin Holdings Co Ltd 0.08%
Koninklijke Dsm Nv 0.31%
Kraft Heinz Co Com Usd0.01 0.01%
L'Oreal 0.27%
LVMH Moet Hennessy Vuitton Se 0.10%
Linde PLC 0.47%
Mondelez International Inc 0.04%
Mosaic Co Com 0.25%
Nestle SA 0.50%
Nutrien Ltd Com Npv 0.45%
Orkla Asa 0.07%
PPG Industries Inc 0.21%
Pepsico Inc 0.91%
Puma Se 0.09%
Reckitt Benckiser Group PLC 0.07%
Sainsbury (J) PLC 0.06%
Sherwin Williams Com Usd1 0.04%
Shin-Etsu Chem Co Y50 0.03%
Shiseido Company Limited Jpy50 0.01%
Svenska Cellulosa Ab - B Shares 0.13%
Umicore Npv 0.04%
Unilever PLC 0.09%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Thu March 31st 2022 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.

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.

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
2022 3.19% 6.01%
2021 36.07% 39.53%
2020 -7.33% -9.78%
2019 10.16% 3.12%
2018 7.53% 8.42%
2017 9.49% 14.36%
2016 4.71% -2.46%
2015 14.67% 16.56%
2014 10.13% 16.82%
2013 13.93% 7.02%

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 Thu March 31st 2022.

Showing the top 10 investments for this fund:

  • Apple Inc
    United States International Equities
    4.86%
  • Microsoft Corp
    United States International Equities
    4.41%
  • Amazon.Com Inc
    United States International Equities
    2.34%
  • Texas Instruments
    United States International Equities
    1.72%
  • Adobe Inc
    United States International Equities
    1.72%
  • Tesla Inc
    United States International Equities
    1.61%
  • Nvidia Corp
    United States International Equities
    1.58%
  • Asml Holding Nv
    Netherlands International Equities
    1.33%
  • BNP USD Account
    United States Cash and Equivalents
    1.16%
  • Diageo PLC
    United Kingdom International Equities
    1.13%

This information has been sourced from the quarterly data that each fund has filed with Disclose register Thu March 31st 2022.

How the money in this fund is invested against the fund's targets.

Target

Actual


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%

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Thu March 31st 2022.

Does this fund exclude companies that cause deep concern to New Zealanders? The first column shows if the fund has a credible policy to exclude the issue. The second column shows if there are any current investments (source: Mindful Money research).

The Fund may have investments that are not consistent with their exclusions policy because they are still in the process of implementing their policy.

  • Issue of concern
    Does this fund say it excludes this?
    Actual holdings
  • Adult Entertainment/Pornography:
    0.02%
  • Alcohol:
    2.00%
  • Animal Testing:
    8.69%
  • Fossil Fuels:
    0.00%
  • Gambling:
    0.12%
  • GMOs:
    0.02%
  • Human Rights & Environmental Violations:
    1.12%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.00%
  • Weapons:
    0.01%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Thu March 31st 2022 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.

Note that the fund’s exclusions policy may not be consistent with its portfolio holdings because the fund might be still implementing its policy change or their policy may be less stringent than the definitions applied by Mindful Money.

Note that many funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons. Similarly Mindful Money uses a broader scope for fossil fuels than the government’s rules for default KiwiSaver funds. The full definitions used in the Mindful Money analysis are here.

In their own words

"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."

Value $11M NZD
Period of data report Thu March 31st 2022
Fund started Fri Nov. 29th 1996
Total annual fund fees 2.16%
Total performance based fees 0.0%
Manager's basic fee 1.52%
Other management and administration charges 0.64%
Total other charges 0.0
Total other charges currency NZD

Key Personnel

Timothy Pritchard

Currently: Investment Committee Member (3 years, 0 months)
Previously: General Counsel, AMP Wealth Management New Zealand (3 years, 10 months)

Jeffery Darren Ruscoe

Currently: Investment Committee Member (3 years, 0 months)
Previously: Chief Client Officer, AMP Wealth Management New Zealand (3 years, 0 months)

Blair Robert Vernon

Currently: Investment Committee Member (10 years, 9 months)
Previously: Chief Executive, AMP Wealth Management New Zealand (3 years, 3 months)

Mark David Ennis

Currently: Investment Committee Member (1 years, 8 months)
Previously: Managing Director, AdviceFirst Limited (2 years, 1 months)

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Thu March 31st 2022.

Downloads

Download the fund's disclosure statement and portfolio holdings.

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Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.