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.
-
3.56%1.46%
-
5.12%1.47%
-
6.67%1.49%
-
1.77%3.04%
-
14.96%3.23%
-
9.11%2.22%
-
11.65%1.79%
-
6.58%1.98%
-
12.25%0.45%
-
13.46%0.42%
-
11.04%0.48%
-
10.66%1.42%
-
10.97%1.48%
-
6.71%1.44%
-
11.41%1.47%
-
7.72%1.32%
-
3.47%1.25%
-
10.60%1.46%
-
17.42%0.94%
-
No three year data yet1.07%
-
8.88%1.3%
-
2.65%1.29%
-
7.31%1.32%
-
10.61%1.28%
-
1.33%0.85%
-
2.52%0.41%
-
6.74%0.89%
-
0.99%0.26%
-
2.46%0.57%
-
14.97%0.77%
-
14.99%0.31%
-
1.97%0.58%
-
9.87%1.65%
-
6.94%1.42%
-
3.66%1.26%
-
8.83%1.54%
-
4.82%1.35%
-
5.79%2.35%
-
1.14%1.19%
-
1.74%1.43%
-
10.96%2.16%
-
6.81%1.86%
-
9.96%1.75%
-
8.27%2.11%
-
4.49%1.84%
-
0.70%0.66%
-
2.05%1.1%
-
No three year data yet1.21%
-
No three year data yet1.19%
-
7.36%0.99%
-
8.93%1.04%
-
5.84%0.94%
-
4.27%0.87%
-
10.48%1.1%
-
6.31%1.12%
-
7.52%1.14%
-
3.66%0.94%
-
4.68%1.03%
-
9.23%1.2%
-
5.06%1.08%
-
No three year data yet1.33%
-
14.28%2.92%
-
13.15%0.67%
-
1.15%0.27%
-
11.93%0.72%
-
2.99%0.59%
-
2.45%0.39%
-
5.77%0.78%
-
6.80%0.78%
-
8.03%0.78%
-
2.85%0.78%
-
4.35%0.78%
-
2.70%0.84%
-
1.14%0.04%
-
7.34%0.77%
-
9.38%0.84%
-
11.61%0.88%
-
5.44%0.67%
-
4.45%1.04%
-
5.41%1.04%
-
7.93%1.04%
-
13.82%1.04%
-
1.42%0.8%
-
6.78%2.76%
-
3.32%2.01%
-
8.89%2.96%
-
11.09%3.02%
-
4.77%2.37%
-
No three year data yet1.12%
-
No three year data yet2.99%
-
7.94%2.84%
-
13.11%3.17%
-
5.41%2.42%
-
3.37%1.64%
-
No three year data yet0.96%
-
6.53%1.6%
-
19.47%3.84%
-
No three year data yet1.07%
-
No three year data yet1.31%
-
9.12%1.16%
-
4.67%0.96%
-
9.33%1.06%
-
2.87%0.7%
-
11.22%1.06%
-
No three year data yet1.06%
-
5.37%1.06%
-
11.39%5.34%
-
10.54%1.44%
-
3.81%0.9%
-
10.84%1.0%
-
No three year data yet1.25%
-
13.22%1.71%
-
17.88%2.08%
-
3.54%1.66%
-
4.94%1.66%
-
18.17%3.47%
-
No three year data yet2.13%
-
2.28%1.21%
-
1.01%0.78%
-
No three year data yet1.3%
-
13.81%1.66%
-
No three year data yet2.8%
-
2.66%0.92%
-
20.25%4.37%
-
8.22%2.13%
-
2.97%1.0%
-
21.85%3.52%
-
18.07%3.54%
-
2.52%0.87%
-
20.59%4.93%
-
22.14%3.67%
-
15.48%2.73%
-
15.55%2.2%
-
20.09%1.67%
-
8.61%1.29%
-
11.63%1.54%
-
13.59%1.29%
-
14.17%1.29%
-
2.63%0.78%
-
No three year data yet1.68%
-
No three year data yet0.97%
-
17.03%1.3%
-
13.91%1.11%
-
13.73%1.1%
-
No three year data yet0.25%
-
6.71%0.7%
-
No three year data yet3.28%
-
2.43%0.66%
-
2.82%0.48%
-
14.81%0.48%
-
No three year data yet0.91%
-
No three year data yet0.25%
-
No three year data yet1.31%
-
No three year data yet1.33%
-
No three year data yet1.33%
-
No three year data yet0.37%
-
3.21%0.57%
-
No three year data yet0.37%
-
1.00%0.79%
-
4.81%1.18%
-
6.90%1.21%
-
1.08%1.01%
-
10.15%1.27%
-
7.97%1.93%
-
0.67%1.22%
-
No three year data yet0.39%
-
No three year data yet0.39%
-
No three year data yet0.39%
-
No three year data yet0.39%
-
No three year data yet0.39%
-
No three year data yet0.39%
-
No three year data yet0.55%
-
No three year data yet0.55%
-
No three year data yet0.83%
-
No three year data yet0.7%
-
No three year data yet0.95%
-
1.96%0.81%
-
12.11%1.88%
-
2.00%1.54%
-
1.61%1.64%
-
12.33%1.85%
-
12.19%1.14%
-
8.65%1.16%
-
1.22%0.51%
-
4.49%1.2%
-
13.94%1.12%
-
11.16%1.16%
-
6.44%1.2%
-
6.51%1.1%
-
0.69%0.56%
-
3.43%0.91%
-
8.31%1.17%
-
9.93%1.21%
-
4.65%1.02%
-
11.74%1.06%
-
6.51%1.1%
-
0.69%0.56%
-
3.43%0.91%
-
8.31%1.17%
-
9.93%1.21%
-
4.65%1.02%
-
13.00%0.97%
-
13.58%0.97%
-
6.59%1.09%
-
11.74%1.06%
-
4.97%2.07%
-
11.66%2.05%
-
9.48%1.47%
-
No three year data yet0.2%
-
4.67%0.95%
-
6.41%1.1%
-
18.92%2.35%
-
3.41%0.85%
-
14.26%2.37%
-
3.20%0.65%
-
16.60%1.75%
-
13.41%1.33%
-
13.75%1.06%
-
No three year data yet1.34%
-
4.72%1.04%
-
15.93%1.04%
-
No three year data yet1.31%
-
7.94%1.15%
-
8.54%2.16%
-
5.33%0.73%
-
11.16%0.95%
-
3.38%0.85%
-
16.87%1.41%
-
16.50%1.35%
-
17.81%1.21%
-
No three year data yet1.21%
-
9.78%1.41%
-
2.22%0.9%
-
3.01%0.71%
-
1.35%0.33%
-
3.22%0.79%
-
4.52%2.72%
-
0.61%0.65%
-
31.40%24.41%
-
4.91%3.34%
-
12.23%5.59%
-
14.43%5.36%
-
13.35%8.08%
-
22.73%13.6%
-
4.89%2.87%
-
10.74%6.43%
-
No three year data yet24.08%
-
No three year data yet4.57%
-
No three year data yet9.83%
-
No three year data yet21.68%
-
No three year data yet13.97%
-
No three year data yet12.41%
-
7.36%0.99%
-
8.93%1.04%
-
5.84%0.94%
-
4.27%0.87%
-
10.48%1.1%
-
6.16%1.12%
-
8.95%1.03%
-
10.83%1.27%
-
2.62%0.93%
-
5.93%1.09%
-
13.48%1.1%
-
2.84%0.71%
-
14.78%1.1%
-
14.89%1.1%
-
No three year data yet1.29%
-
No three year data yet1.0%
-
4.47%1.0%
-
12.76%0.93%
-
12.82%1.3%
-
19.29%1.85%
-
31.67%1.85%
-
17.87%1.74%
-
3.64%0.84%
-
No three year data yet1.45%
-
15.66%1.61%
-
16.69%1.87%
-
7.85%1.68%
-
6.77%1.28%
-
6.71%1.04%
-
6.41%1.03%
-
4.13%0.76%
-
2.59%0.77%
-
7.89%1.31%
-
3.91%0.77%
-
10.07%1.17%
-
14.50%1.28%
-
2.95%0.78%
-
11.09%1.49%
-
11.87%1.52%
-
2.43%0.72%
-
14.96%1.3%
-
15.95%1.04%
-
7.89%1.73%
-
14.00%1.12%
-
8.49%0.28%
-
4.78%0.27%
-
11.08%0.29%
-
No three year data yet0.1%
-
No three year data yet0.1%
-
7.18%0.55%
-
7.39%0.54%
-
8.38%0.54%
-
15.65%0.75%
-
12.64%0.54%
-
19.26%0.54%
-
12.04%0.6%
-
No three year data yet0.75%
-
No three year data yet0.59%
-
7.61%0.59%
-
No three year data yet0.55%
-
6.45%0.55%
-
No three year data yet0.3%
-
3.15%0.54%
-
No three year data yet0.54%
-
No three year data yet0.75%
-
No three year data yet0.55%
-
3.24%0.54%
-
1.33%0.2%
-
13.64%0.5%
-
12.74%0.54%
-
15.26%0.6%
-
15.78%0.54%
-
15.19%0.6%
-
16.56%0.5%
-
No three year data yet0.3%
-
No three year data yet0.2%
-
No three year data yet0.2%
-
12.66%0.4%
-
No three year data yet0.46%
-
16.94%0.34%
-
No three year data yet0.34%
-
22.79%0.51%
-
11.88%0.51%
-
15.74%0.51%
-
17.81%0.51%
-
10.95%0.53%
-
9.47%0.52%
-
9.47%0.52%
-
9.02%0.51%
-
7.29%0.5%
-
5.70%0.48%
-
3.17%0.46%
-
7.08%0.49%
-
6.90%0.49%
-
9.15%0.49%
-
15.60%0.49%
-
12.37%0.49%
-
19.07%0.49%
-
11.27%0.49%
-
12.03%0.49%
-
7.98%0.5%
-
5.31%0.47%
-
7.09%0.63%
-
10.18%0.6%
-
6.37%0.49%
-
10.17%0.48%
-
9.36%0.51%
-
11.33%0.53%
-
2.88%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%
-
3.15%0.44%
-
1.34%0.42%
-
12.28%0.49%
-
14.68%0.49%
-
15.59%0.49%
-
13.56%0.49%
-
14.61%0.49%
-
16.37%0.49%
-
3.13%0.49%
-
2.97%0.44%
-
11.01%0.48%
-
11.93%0.48%
-
12.63%0.48%
-
0.02%0.39%
-
16.84%0.44%
-
22.45%0.47%
-
11.93%0.47%
-
15.54%0.47%
-
17.68%0.47%
-
20.30%1.27%
-
No three year data yet1.2%
-
No three year data yet0.61%
-
No three year data yet0.9%
-
No three year data yet0.49%
-
No three year data yet0.47%
-
No three year data yet0.5%
-
No three year data yet0.83%
-
14.19%1.14%
-
7.68%1.27%
-
3.68%1.11%
-
2.30%0.6%
-
1.07%0.43%
-
9.50%1.34%
-
2.46%0.69%
-
12.66%1.48%
-
5.62%1.2%
-
11.48%1.03%
-
No three year data yet0.76%
-
4.02%0.5%
-
No three year data yet0.86%
A E InvestorThe 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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