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.
-
0.37%1.51%
-
0.04%1.53%
-
-0.30%1.63%
-
*-2.38%3.56%
-
5.37%2.24%
-
1.87%2.15%
-
3.45%1.81%
-
2.14%1.93%
-
*-0.29%0.4%
-
3.34%0.44%
-
-3.29%0.48%
-
-5.79%0.89%
-
4.42%1.22%
-
-0.93%1.24%
-
2.61%1.48%
-
1.47%1.46%
-
2.44%0.83%
-
1.97%1.3%
-
1.80%1.25%
-
1.61%1.45%
-
9.30%0.94%
-
*11.75%1.57%
-
0.50%1.31%
-
-1.02%1.35%
-
-0.16%1.36%
-
2.07%1.14%
-
1.29%0.82%
-
*3.49%0.4%
-
2.22%0.88%
-
1.43%0.27%
-
3.59%0.57%
-
8.95%0.78%
-
*8.54%0.33%
-
2.30%0.58%
-
2.60%1.52%
-
2.49%1.42%
-
2.11%1.26%
-
2.43%1.53%
-
2.25%1.36%
-
0.35%2.39%
-
1.34%1.21%
-
1.73%1.47%
-
0.59%2.0%
-
2.78%1.87%
-
2.04%1.77%
-
1.97%2.04%
-
1.91%1.82%
-
2.39%1.46%
-
1.15%0.72%
-
3.14%1.12%
-
*-3.89%1.25%
-
*-0.70%1.25%
-
3.05%0.99%
-
3.16%1.04%
-
2.94%0.94%
-
2.81%0.87%
-
3.08%1.1%
-
-8.00%1.13%
-
3.15%1.14%
-
2.69%0.95%
-
2.97%1.04%
-
3.02%1.21%
-
2.66%1.09%
-
No 3 year data yet1.33%
-
3.11%2.26%
-
12.18%0.7%
-
1.54%0.3%
-
4.80%0.82%
-
2.36%0.72%
-
3.24%0.49%
-
*0.71%0.81%
-
*0.66%0.81%
-
*-0.17%0.81%
-
*1.98%0.8%
-
*1.42%0.79%
-
2.46%0.84%
-
1.56%0.05%
-
2.73%0.94%
-
2.85%1.06%
-
2.60%1.18%
-
2.63%0.83%
-
2.14%1.04%
-
1.95%1.04%
-
1.74%1.04%
-
1.16%1.04%
-
1.87%0.0%
-
2.55%2.83%
-
2.04%2.03%
-
2.82%3.04%
-
2.94%3.12%
-
2.29%2.41%
-
No 3 year data yet4.17%
-
*-3.36%3.02%
-
3.41%2.79%
-
4.40%3.08%
-
2.85%2.39%
-
3.62%1.64%
-
*-5.74%0.97%
-
3.30%1.11%
-
7.82%1.21%
-
*-4.71%1.07%
-
No 3 year data yet1.32%
-
*-5.25%1.18%
-
*1.02%0.99%
-
0.75%1.06%
-
2.96%0.76%
-
*-1.36%1.06%
-
No 3 year data yet1.06%
-
-4.90%1.07%
-
2.28%1.25%
-
-4.84%1.5%
-
1.44%0.9%
-
-2.49%1.06%
-
No 3 year data yet1.25%
-
1.63%1.78%
-
-5.42%1.82%
-
3.76%1.66%
-
5.24%1.66%
-
3.25%2.84%
-
*-0.24%1.48%
-
1.99%1.21%
-
1.32%0.75%
-
*0.92%1.38%
-
3.32%1.69%
-
*-1.40%1.57%
-
2.35%1.03%
-
10.84%2.64%
-
3.54%2.14%
-
3.96%1.02%
-
11.80%3.26%
-
3.46%1.25%
-
2.25%0.97%
-
11.33%1.33%
-
12.45%1.73%
-
7.26%1.89%
-
6.85%2.57%
-
8.57%1.7%
-
-3.91%1.33%
-
6.45%1.58%
-
5.23%1.33%
-
9.37%1.33%
-
2.86%0.82%
-
2.93%0.82%
-
No 3 year data yet1.59%
-
No 3 year data yet1.18%
-
4.81%1.3%
-
8.44%1.11%
-
2.21%1.1%
-
No 3 year data yet0.25%
-
2.51%0.7%
-
*4.45%3.28%
-
3.09%0.66%
-
3.11%0.48%
-
6.46%0.48%
-
*-6.66%0.91%
-
No 3 year data yet1.3%
-
No 3 year data yet1.3%
-
No 3 year data yet1.3%
-
No 3 year data yet0.37%
-
2.52%0.57%
-
No 3 year data yet0.37%
-
1.45%0.82%
-
1.04%1.19%
-
1.02%1.22%
-
1.08%1.02%
-
2.22%1.29%
-
-1.37%2.04%
-
0.48%1.23%
-
No 3 year data yet0.39%
-
No 3 year data yet0.39%
-
No 3 year data yet0.39%
-
No 3 year data yet0.39%
-
No 3 year data yet0.39%
-
No 3 year data yet0.39%
-
*-1.07%0.86%
-
*2.54%0.69%
-
*-3.83%1.01%
-
*-4.49%0.81%
-
2.16%1.92%
-
2.32%1.56%
-
1.02%1.67%
-
2.37%1.89%
-
1.36%1.46%
-
4.11%1.14%
-
3.40%1.16%
-
1.57%0.5%
-
2.65%1.19%
-
4.22%1.13%
-
4.09%1.18%
-
3.03%1.18%
-
2.56%1.05%
-
1.04%0.73%
-
2.32%0.9%
-
2.63%1.1%
-
2.86%1.14%
-
2.39%0.98%
-
3.28%1.06%
-
2.56%1.05%
-
1.04%0.73%
-
2.32%0.9%
-
2.63%1.1%
-
2.86%1.14%
-
2.39%0.98%
-
*2.39%0.97%
-
*-6.07%0.97%
-
*-1.38%1.09%
-
3.28%1.06%
-
5.23%2.11%
-
*0.80%1.67%
-
4.12%1.5%
-
*1.26%0.2%
-
3.35%0.95%
-
3.81%1.19%
-
4.44%2.32%
-
2.31%0.88%
-
4.86%2.39%
-
3.29%0.68%
-
7.76%1.55%
-
12.18%1.36%
-
6.49%1.16%
-
*-1.25%1.36%
-
2.44%1.08%
-
No 3 year data yet1.04%
-
No 3 year data yet1.33%
-
*0.42%0.99%
-
6.86%1.16%
-
*2.23%0.78%
-
9.96%1.02%
-
2.64%0.9%
-
2.07%1.43%
-
8.13%1.37%
-
*8.37%1.22%
-
No 3 year data yet1.22%
-
*-1.01%1.13%
-
0.05%1.07%
-
3.68%0.74%
-
1.62%0.35%
-
3.53%0.8%
-
*-15.94%1.22%
-
4.32%2.84%
-
1.12%0.67%
-
-1.81%3.06%
-
1.64%1.52%
-
1.51%3.51%
-
2.88%3.91%
-
0.75%3.05%
-
0.91%3.38%
-
-0.04%1.53%
-
0.84%2.86%
-
No 3 year data yet1.65%
-
No 3 year data yet1.12%
-
No 3 year data yet1.42%
-
No 3 year data yet1.6%
-
No 3 year data yet1.42%
-
No 3 year data yet1.38%
-
3.05%0.99%
-
3.16%1.04%
-
2.94%0.94%
-
2.81%0.87%
-
3.08%1.1%
-
-9.86%1.18%
-
3.17%1.07%
-
0.48%1.27%
-
3.18%0.93%
-
0.52%1.13%
-
6.79%1.11%
-
3.50%0.71%
-
10.38%1.1%
-
6.11%1.09%
-
No 3 year data yet1.26%
-
No 3 year data yet1.0%
-
-0.63%1.0%
-
*2.51%0.93%
-
3.56%1.3%
-
1.64%1.3%
-
3.05%1.86%
-
4.43%1.8%
-
2.52%1.02%
-
*-1.41%1.46%
-
6.85%1.72%
-
4.14%1.86%
-
0.34%1.88%
-
3.49%1.29%
-
-3.35%1.29%
-
3.67%1.03%
-
3.03%1.04%
-
3.11%0.78%
-
2.73%0.78%
-
4.09%1.28%
-
2.77%0.78%
-
5.46%1.28%
-
11.31%1.29%
-
2.66%0.78%
-
3.93%1.5%
-
-1.14%1.54%
-
3.42%0.76%
-
9.40%1.31%
-
8.55%1.06%
-
-3.34%1.72%
-
8.04%1.12%
-
*3.05%0.28%
-
*3.71%0.27%
-
*2.79%0.28%
-
*3.79%0.1%
-
*-0.13%0.1%
-
2.19%0.55%
-
-8.21%0.54%
-
-12.74%0.54%
-
-4.19%0.75%
-
-2.61%0.54%
-
3.53%0.54%
-
-3.90%0.6%
-
No 3 year data yet0.75%
-
No 3 year data yet0.59%
-
0.70%0.59%
-
No 3 year data yet0.55%
-
1.30%0.55%
-
No 3 year data yet0.3%
-
2.73%0.54%
-
No 3 year data yet0.54%
-
No 3 year data yet0.75%
-
No 3 year data yet0.55%
-
3.58%0.54%
-
1.73%0.33%
-
7.72%0.5%
-
1.11%0.54%
-
7.43%0.6%
-
8.97%0.54%
-
12.78%0.6%
-
8.25%0.5%
-
No 3 year data yet0.3%
-
No 3 year data yet0.2%
-
No 3 year data yet0.2%
-
5.03%0.56%
-
No 3 year data yet0.46%
-
9.54%0.34%
-
No 3 year data yet0.34%
-
14.64%0.51%
-
4.73%0.51%
-
4.37%0.51%
-
1.30%0.51%
-
0.50%0.53%
-
0.93%0.52%
-
0.93%0.52%
-
1.06%0.51%
-
1.37%0.5%
-
1.71%0.48%
-
2.25%0.46%
-
2.02%0.49%
-
-8.19%0.49%
-
-12.03%0.49%
-
-4.03%0.49%
-
-3.33%0.49%
-
3.61%0.49%
-
-4.72%0.49%
-
-3.95%0.49%
-
1.56%0.5%
-
2.18%0.47%
-
0.52%0.63%
-
1.82%0.6%
-
1.15%0.49%
-
0.18%0.48%
-
1.04%0.51%
-
0.38%0.53%
-
2.76%0.46%
-
No 3 year data yet1.54%
-
No 3 year data yet0.49%
-
No 3 year data yet0.49%
-
No 3 year data yet0.49%
-
No 3 year data yet0.44%
-
No 3 year data yet0.48%
-
3.57%0.44%
-
1.71%0.42%
-
1.29%0.49%
-
7.54%0.49%
-
8.93%0.49%
-
2.50%0.49%
-
12.59%0.49%
-
8.30%0.49%
-
2.73%0.49%
-
1.83%0.44%
-
-0.60%0.48%
-
4.62%0.48%
-
4.98%0.5%
-
3.75%0.39%
-
9.59%0.44%
-
14.39%0.47%
-
4.92%0.47%
-
4.37%0.47%
-
1.55%0.47%
-
11.74%1.27%
-
0.00%0.91%
-
0.00%0.49%
-
0.00%0.48%
-
0.00%0.52%
-
0.00%0.84%
-
0.00%0.62%
-
8.70%1.14%
-
3.39%1.27%
-
2.46%1.12%
-
2.60%0.61%
-
1.44%0.39%
-
3.66%1.34%
-
1.95%0.7%
-
2.56%1.47%
-
2.94%1.2%
-
4.57%1.02%
-
No 3 year data yet0.8%
-
2.98%0.52%
-
No 3 year data yet0.92%
Amanah NZThe 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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