Managed Ethical Trans-Tasman Fund

HomeManaged Funds

Investments in Australia and New Zealand

Hand-picked from across the ditch and closer to home

Invested in a limited number of companies hand-picked from across Australia and New Zealand that align with our ethical investment policy. This Fund is actively managed and invests in our top individual equity ideas. Great 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:

7.8% p.a. since inception September 2019

Minimum suggested time frame:

8+ years

Risk focus:


Estimated fund fees:


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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



1 month


1 year


3 years


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

The Ethical Trans-Tasman Fund is suited to an investor with a medium-high tolerance to risk and a minimum investment timeframe of 8+ years.

Lower Risk

Potentially Lower Returns


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 Trans-Tasman Fund includes a selection of Australian and New Zealand companies that score highly on environmental, social and governance metrics according to our Ethical Investment Policy.

View Holdings

Target Investment

95% Australasian Equities
5% Listed Property

Number of Holdings

10 - 40 Australasian companies

Asset Class

Australasian Equities, Listed Property, Cash and Cash Equivalent



Investment Horizon

8+ years


50/50 composite of the NZX50 index and the ASX200 index (Gross of dividend and tax; 50% hedged to NZD)

Current Hedging Target


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