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Find the Investment fund that fits

If you have a question, we are here to help.
You can use the LiveChat in the bottom right of the page, or you can contact us to arrange a call-back.

Please complete these three questions so we can provide you with the fund suggestions that most closely match your values and investment criteria. The Mindful funds meet our high ethical standards and have credible verification.

1. What do you want to avoid investing in?

Rank the issues below depending on how much they concern you. It's OK to put all the sliders at “avoid” if that is your preference.

4
Exploration, production, refining, and transport of oil, gas and thermal coal, including ownership of reserves.
 Fossil Fuels
Neutral Avoid
4
Manufacture of controversial weapons (nuclear, landmines or cluster bombs), other weapons or small arms.
 Weapons
Neutral Avoid
4
Production, distribution or retail of tobacco products.
 Tobacco
Neutral Avoid
4
Owns or operates gambling establishments or supplies specialised equipment.
 Gambling
Neutral Avoid
4
Production or broadcasting of adult movies or videos, or publication of adult entertainment magazines.
 Adult Entertainment/Pornography
Neutral Avoid
4
Manufacture, distribution or retail of alcoholic beverages.
 Alcohol
Neutral Avoid
4
Production of palm oil and ownership of plantations.
 Palm Oil
Neutral Avoid
4
Development or growing of genetically modified seeds or crops.
 Genetically Modified Organisms (GMOs)
Neutral Avoid
4
Practices that violate global norms and cause significant adverse impacts on human rights and/or the environment.
 Human Rights & Environmental Violations
Neutral Avoid
4
Animal testing for non-pharmaceutical products (mainly cosmetics and chemicals).
 Animal Testing
Neutral Avoid

Our research shows that these are the issues that New Zealanders care about. You can read our definitions of these issues of concern here.

2. What approach is most important for you?

Move these into the order that is most important to you using the up and down arrows.

  1. Avoids your concerns in Question 1 above.
    l i

    Broad exclusion of sectors of concern to New Zealanders

  2. Selects better companies.
    l i

    Uses analysis of environmental, social, and governance performance to choose companies with higher standards.

  3. Low fees.
    l i

    Total annual fees. Please note that lower fees don't always mean higher net returns.

  4. Higher past returns.
    l i

    Please note that higher past returns don't always mean higher future returns.

  • ← Suits Best
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  • ← Suits Least

3. What’s your risk profile?

Let us know a little about the type of investment, and the level of risk that you're comfortable with.


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You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital invested. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

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.