Find the Investment fund that fits

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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.

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.
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    Broad exclusion of sectors of concern to New Zealanders

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

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

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

  • ← Suits Best
  • ← 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 Markets Conduct Act 2013 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.