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The fund is a diversified portfolio of predominantly New Zealand shares across a range of industries and sectors. The portfolio may also invest in Australian shares. The fund is managed to specific â€˜responsible investmentâ€™ criteria which prohibits investments in certain companies or activities and encourages investment in companies with strong environmental social and governance factors and also actively engages on key thematic engagements each year. This fund is governed by an ethical charter and has been certified by the Responsible Investment Association of Australasia (RIAA).The performance objective is to provide a Gross Return above the return of the S&P/NZX 50 Index (on a gross basis and including imputation credits) over a rolling three year period.
AMP Capital is one of New Zealand’s largest investment managers. Our experience and leadership across global asset classes not only provides insights into ever-changing markets, but also means we are at the forefront of developing contemporary investment solutions for New Zealand clients.
This website is operated by Sustainable Initiatives Aotearoa T/A Mindful Money and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. Sustainable Inititives Aotearoa T/A Mindful Money is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.
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.