Managed Ethical Growth Fund

HomeManaged FundsEthical Growth Fund

A managed fund version of our KiwiSaver Growth Fund

Awarded 'Best New Ethical Fund 2021' by Mindful Money

This Fund is filled with different asset and company types, geographies, and sectors that align with our ethical investment policy. Highly diversified, this is a great option if you are looking for a Fund that aims for above average returns over a long-term period.
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Return focus:

Medium to High

Average annual return:

4.9% p.a. since inception September 2020

Minimum suggested time frame:

8+ years (medium to long term)

Risk focus:

Higher

Estimated fund fees:

1.30%

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Our portfolio

Our investment process aims to avoid harm, benefit stakeholders and contribute to solutions. We're active managers who think carefully about how to drive strong returns, while maximising the ethical impact of our investing. Below are some examples of companies we invest in - click the button to view specific holdings for each Fund.

  • Enphase logo
  • Organo logo
  • Vestas
  • Organo logo
  • Women's Livelihood Bond 5 logo
View our Holdings

What we don’t invest in:

We avoid investments that disrespect people, our planet and animals (some examples below). Both thresholds and exceptions may apply - please see our Ethical Investment Policy for more detail.

  • Fossil Fuel

  • Animal Testing

  • Gambling

  • Palm Oil & GMOs

  • Weapons

  • Tobacco

  • Factory Farming

  • Adult Entertainment

  • Alcohol

Returns

-1.0%

1 month

5.9%

1 year

-

3 years

4.9%

p.a. since inception*

Past performance is no guarantee of future returns. We encourage all investors to seek independent financial advice prior to making investment decisions.
To compare fund returns against the fund benchmark visit our Performance and Returns page.

Performance figures as of 31/08/2023, and are after fees before tax

Risk Level

This Fund is suited to an investor with a medium-high tolerance to risk and a minimum timeframe of 8+ years.

Lower Risk

Potentially Lower Returns

1
2
3
4
5
6
7

Higher Risk

Potentially Higher Returns

The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. This risk indicator is not a guarantee of a fund’s future performance. As the fund does not have a five year history, the risk indicator was prepared using the relevant market index returns when the fund was not in existence, and the funds returns since inception. As a result, the risk indicator may provide a less reliable indicator of the potential future volatility of the fund.

Investor Notes

Ethical Approach

The Ethical Growth Fund Includes a diversified selection of companies and fixed incomes that score highly on environmental, social and governance metrics according to our Ethical Investment Policy.

Diversification

The fund is diversified across asset classes, industries and geographies. We use environmental, social and governance metrics, as well as financial metrics when making investment decisions.

View Holdings

Target Investment

7.7% Cash & Cash Equivalents
8.8% New Zealand Fixed Interest
11.7% International Fixed Interest
20.6% Australasian Equities
41.5% International Equities
4.7% Listed Property
5.0% Other Assets

Number of Holdings

Approximately 200

Asset Class

Australasian and International Equities, NZ and International Fixed Interest, Listed Property, Private Equities and Credits

Fees

1.30%

Investment Horizon

8+ years

Benchmark

Morningstar® Target Allocation Index™: Growth Multisector for New Zealand (non-New Zealand Fixed Interest 100% hedged to NZD. The index is gross of dividends and tax except for International Equities and International Listed Properties, which are gross of dividends after deducting the tax withheld)

Current Hedging Target

100% of non-NZD Fixed Interest exposure, 0% of other non-NZD exposure

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