Name
Avoids concerns 4
Exclusion of sectors of concern to New Zealanders: Broad means over 50% coverage of issues of concern; Some is fewer exclusions but includes tobacco and controversial weapons; None means fewer or no exclusions.
Broad
Some
None
Applies Higher Standards 4
Broad
Some
None
Uses analysis of environmental, social, and governance performance to choose companies with higher standards.
Certified
Yes
No
Past Returns 4
Certified
Yes
No
Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.
Fees 4
Annual fees, including management and administration fees, but not membership fee. Please note that lower fees don’t always mean higher net returns.
-
14.39%3.23%
-
3.58%1.69%
-
5.48%1.69%
-
7.37%1.83%
-
7.34%2.22%
-
7.37%1.75%
-
7.58%1.79%
-
4.65%1.98%
-
8.06%1.65%
-
4.97%1.42%
-
1.76%1.26%
-
7.02%1.54%
-
2.81%1.35%
-
3.10%2.35%
-
-0.57%1.19%
-
-0.14%1.43%
-
6.43%2.11%
-
11.92%2.16%
-
7.89%1.86%
-
2.52%1.84%
-
0.29%0.66%
-
-0.97%1.1%
-
8.75%1.21%
-
5.41%1.19%
-
6.09%0.98%
-
7.80%1.03%
-
4.52%0.93%
-
2.87%0.87%
-
9.49%1.09%
-
6.64%1.12%
-
5.38%1.14%
-
1.40%0.94%
-
2.05%1.03%
-
7.34%1.2%
-
2.71%1.08%
-
No three year data yet1.33%
-
12.23%1.24%
-
13.41%2.11%
-
7.86%0.67%
-
0.73%0.27%
-
11.41%0.72%
-
0.99%0.59%
-
-0.46%0.39%
-
5.81%0.78%
-
7.01%0.78%
-
2.29%0.78%
-
8.45%0.78%
-
4.12%0.78%
-
0.61%0.84%
-
0.68%0.04%
-
5.75%0.75%
-
7.86%0.81%
-
10.49%0.85%
-
3.92%0.67%
-
1.99%1.04%
-
2.76%1.04%
-
4.79%1.04%
-
9.68%1.04%
-
1.02%0.53%
-
5.26%2.74%
-
1.93%2.0%
-
7.44%2.94%
-
9.78%3.0%
-
3.28%2.36%
-
No three year data yet1.11%
-
8.71%2.96%
-
6.13%2.8%
-
11.53%3.1%
-
3.61%2.4%
-
3.10%1.64%
-
33.05%0.96%
-
6.88%1.6%
-
17.65%3.84%
-
12.05%1.07%
-
No three year data yet1.31%
-
11.42%1.16%
-
3.23%0.96%
-
8.02%1.06%
-
0.78%0.7%
-
12.96%1.06%
-
No three year data yet1.06%
-
10.18%1.06%
-
12.09%1.61%
-
11.76%1.68%
-
2.19%0.9%
-
8.69%1.32%
-
No three year data yet0.59%
-
No three year data yet1.2%
-
No three year data yet1.25%
-
11.12%1.61%
-
19.56%1.85%
-
3.46%1.64%
-
4.84%1.64%
-
17.18%3.47%
-
No three year data yet2.2%
-
6.17%2.13%
-
0.41%1.21%
-
0.34%0.78%
-
2.71%1.3%
-
12.86%1.66%
-
9.12%2.8%
-
0.75%0.92%
-
15.35%4.37%
-
-0.61%1.0%
-
12.93%3.52%
-
17.02%3.54%
-
0.71%0.87%
-
15.61%4.93%
-
13.03%3.67%
-
10.89%2.73%
-
11.01%2.2%
-
14.29%1.67%
-
No three year data yet0.37%
-
No three year data yet0.37%
-
No three year data yet1.48%
-
No three year data yet1.37%
-
16.73%1.7%
-
10.27%1.1%
-
12.40%1.08%
-
No three year data yet0.26%
-
5.17%0.69%
-
9.46%4.13%
-
-0.20%0.65%
-
0.18%0.46%
-
9.12%0.4%
-
12.59%0.88%
-
No three year data yet1.2%
-
No three year data yet0.25%
-
14.33%1.2%
-
No three year data yet1.31%
-
No three year data yet1.33%
-
No three year data yet1.33%
-
1.16%0.54%
-
No three year data yet0.74%
-
-0.89%0.96%
-
3.54%0.99%
-
5.96%1.03%
-
-2.02%1.31%
-
9.99%1.1%
-
8.66%2.47%
-
0.43%1.49%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.25%
-
No three year data yet0.45%
-
No three year data yet0.25%
-
No three year data yet0.45%
-
No three year data yet0.45%
-
No three year data yet0.25%
-
8.11%0.84%
-
2.27%0.71%
-
12.90%0.96%
-
2.78%0.81%
-
6.97%0.99%
-
3.06%0.89%
-
13.54%1.13%
-
10.11%1.09%
-
-0.38%0.66%
-
0.52%0.51%
-
14.94%0.92%
-
8.73%1.88%
-
-0.53%1.54%
-
-0.29%1.64%
-
12.98%1.85%
-
No three year data yet1.05%
-
12.63%0.45%
-
7.54%0.42%
-
12.40%0.48%
-
10.48%1.42%
-
11.93%1.48%
-
4.39%1.44%
-
6.75%1.32%
-
2.09%1.25%
-
11.48%1.47%
-
10.06%1.46%
-
0.36%0.41%
-
11.72%0.94%
-
0.12%0.85%
-
9.86%1.3%
-
7.88%1.32%
-
3.13%1.29%
-
10.80%1.28%
-
5.66%0.89%
-
0.60%0.26%
-
-0.68%0.57%
-
9.61%0.77%
-
7.57%0.31%
-
0.36%0.58%
-
11.14%1.11%
-
7.40%1.11%
-
0.84%0.51%
-
2.95%1.05%
-
12.91%1.1%
-
9.93%1.13%
-
5.04%1.07%
-
5.43%1.1%
-
0.34%0.56%
-
2.15%0.91%
-
7.36%1.17%
-
8.88%1.21%
-
3.48%1.02%
-
9.97%1.06%
-
5.43%1.1%
-
0.34%0.56%
-
2.15%0.91%
-
7.36%1.17%
-
8.88%1.21%
-
3.48%1.02%
-
11.70%0.97%
-
13.65%0.97%
-
8.39%1.09%
-
9.97%1.06%
-
4.64%2.07%
-
12.49%1.49%
-
No three year data yet1.15%
-
14.67%1.59%
-
9.26%1.17%
-
0.66%0.2%
-
2.90%0.95%
-
4.99%0.99%
-
21.44%1.6%
-
1.57%0.85%
-
14.70%1.35%
-
0.73%0.65%
-
13.96%1.37%
-
6.80%1.17%
-
7.78%0.93%
-
12.15%1.18%
-
2.59%0.92%
-
8.88%0.93%
-
No three year data yet1.3%
-
6.01%0.9%
-
9.27%2.18%
-
3.24%0.7%
-
7.67%0.95%
-
No three year data yet0.3%
-
1.13%0.8%
-
18.05%1.42%
-
16.22%1.42%
-
15.13%1.2%
-
No three year data yet1.2%
-
8.53%1.05%
-
1.49%0.8%
-
-0.11%0.65%
-
0.92%0.31%
-
0.51%0.7%
-
No three year data yet0.95%
-
4.40%2.67%
-
0.29%0.22%
-
22.49%3.57%
-
3.72%2.22%
-
5.85%2.97%
-
7.45%2.88%
-
9.82%3.0%
-
17.12%3.12%
-
4.02%2.04%
-
No three year data yet1.59%
-
2.21%2.97%
-
No three year data yet1.64%
-
No three year data yet1.91%
-
No three year data yet1.39%
-
No three year data yet1.63%
-
No three year data yet1.63%
-
No three year data yet1.65%
-
11.37%1.29%
-
No three year data yet1.15%
-
6.63%1.54%
-
No three year data yet1.25%
-
No three year data yet0.75%
-
8.65%1.29%
-
9.42%1.29%
-
0.04%0.78%
-
6.09%0.98%
-
7.80%1.03%
-
4.52%0.93%
-
2.87%0.87%
-
9.49%1.09%
-
12.24%1.12%
-
7.82%1.03%
-
7.46%1.27%
-
0.46%0.93%
-
8.14%1.09%
-
11.85%1.1%
-
-0.14%0.71%
-
7.38%1.1%
-
8.47%1.1%
-
No three year data yet1.29%
-
No three year data yet1.0%
-
2.45%1.0%
-
14.10%0.93%
-
11.71%1.3%
-
24.25%1.86%
-
16.72%1.76%
-
2.77%0.73%
-
7.51%1.45%
-
14.87%1.54%
-
16.32%1.86%
-
10.14%1.51%
-
10.41%1.27%
-
6.57%1.02%
-
2.71%0.76%
-
0.76%0.76%
-
8.31%1.29%
-
2.21%0.76%
-
11.07%1.16%
-
8.61%1.27%
-
5.62%1.02%
-
1.19%0.78%
-
No three year data yet1.05%
-
11.44%1.49%
-
13.51%1.52%
-
No three year data yet0.36%
-
-0.53%0.72%
-
8.15%1.3%
-
No three year data yet0.34%
-
No three year data yet1.1%
-
10.06%1.06%
-
17.54%2.26%
-
9.36%1.1%
-
No three year data yet1.15%
-
No three year data yet1.15%
-
No three year data yet1.15%
-
No three year data yet1.03%
-
No three year data yet0.93%
-
6.63%0.28%
-
2.38%0.27%
-
9.41%0.29%
-
-0.89%0.1%
-
7.26%0.1%
-
5.27%0.55%
-
9.32%0.54%
-
13.63%0.54%
-
20.54%0.75%
-
9.33%0.54%
-
19.51%0.54%
-
13.11%0.6%
-
No three year data yet0.75%
-
No three year data yet0.59%
-
5.46%0.59%
-
No three year data yet0.55%
-
6.97%0.55%
-
No three year data yet0.3%
-
1.10%0.54%
-
No three year data yet0.54%
-
No three year data yet0.75%
-
No three year data yet0.55%
-
0.61%0.54%
-
0.86%0.2%
-
7.00%0.5%
-
7.68%0.54%
-
9.36%0.6%
-
7.84%0.54%
-
6.69%0.6%
-
9.88%0.5%
-
No three year data yet0.3%
-
No three year data yet0.2%
-
No three year data yet0.2%
-
12.33%0.4%
-
No three year data yet0.46%
-
17.09%0.34%
-
No three year data yet0.34%
-
21.50%0.51%
-
12.32%0.51%
-
14.80%0.51%
-
14.36%0.51%
-
9.88%0.53%
-
8.22%0.52%
-
8.22%0.52%
-
7.72%0.51%
-
5.83%0.5%
-
4.08%0.48%
-
1.30%0.46%
-
5.50%0.49%
-
8.44%0.49%
-
14.53%0.49%
-
20.48%0.49%
-
9.47%0.49%
-
18.92%0.49%
-
13.25%0.49%
-
12.88%0.49%
-
6.57%0.5%
-
3.52%0.47%
-
5.38%0.63%
-
9.02%0.6%
-
6.83%0.49%
-
7.46%0.48%
-
8.15%0.51%
-
10.31%0.53%
-
0.86%0.46%
-
No three year data yet1.34%
-
No three year data yet0.49%
-
No three year data yet0.49%
-
No three year data yet0.49%
-
No three year data yet0.44%
-
No three year data yet0.48%
-
0.55%0.44%
-
0.95%0.42%
-
7.23%0.49%
-
8.78%0.49%
-
7.69%0.49%
-
7.58%0.49%
-
6.37%0.49%
-
9.65%0.49%
-
1.13%0.49%
-
0.77%0.44%
-
12.09%0.48%
-
11.56%0.48%
-
12.33%0.48%
-
-0.61%0.39%
-
17.21%0.44%
-
21.30%0.47%
-
12.60%0.47%
-
14.73%0.47%
-
14.19%0.47%
-
No three year data yet1.26%
-
No three year data yet0.56%
-
No three year data yet0.76%
-
No three year data yet0.36%
-
No three year data yet0.41%
-
No three year data yet0.4%
-
No three year data yet0.84%
-
No three year data yet1.8%
-
9.08%1.14%
-
5.50%1.27%
-
1.82%1.11%
-
0.16%0.6%
-
0.65%0.43%
-
7.19%1.34%
-
0.86%0.69%
-
11.51%1.48%
-
3.57%1.2%
-
7.44%1.03%
-
No three year data yet0.76%
-
No three year data yet0.86%
-
2.66%0.5%
The data has been drawn from their regulatory filings (fees, past returns) and Mindful Money analysis of data on their website (Avoids Concerns, Higher Standards).
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