Managed Ethical Trans-Tasman Fund

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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:

7.7% p.a. since inception September 2019

Minimum suggested time frame:

8+ years

Risk focus:

Higher

Estimated fund fees:

1.0%

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What we don’t invest in:

We seek to avoid investments that disrespect people, our planet and animals (some examples below).  Note that we may still hold these investments in limited situations.  Please hover over any ? icons for more details or read our Ethical Investment Policy.

  • Factory Farming

  • Fossil Fuel?

    We permit investments in companies that do not derive more than 5% of identifiable revenue from the exploration, extractive, conversion (with respect to thermal coal) or distribution (except by rail) of fossil fuels. See our Ethical Investment Policy for more details.

  • Alcohol?

    We allow investments in companies that do not derive more than 5% of identifiable revenue from alcohol beverage production, processing, manufacture, or sales. See our Ethical Investment Policy for more details.

  • Palm Oil & GMOs?

    We permit investments in companies that derive no more than 5% of identifiable revenue from the commercialised production and sale of GMOs, or no more than 5% of revenue from the sale of palm oil and palm oil products. See our Ethical Investment Policy for more details.

  • Weapons?

    We permit investment in companies that derive no more than 5% of identifiable income from the production and distribution of conventional weapons and their components. We allow investments in companies that earn no more than 50% of identifiable income from non-weapons related services or products to the military. See our Ethical Investment Policy for more details.

  • Adult Entertainment?

    We permit investments in companies that derive no more than 5% of identifiable revenue from the production or distribution of adult entertainment material. See our Ethical Investment Policy for more details.

  • Tobacco?

    We allow investments in companies that do not derive more than 10% of identifiable revenue from the sale of tobacco related products and services. See our Ethical Investment Policy for more details.

  • Gambling?

    We will allow investments in companies that derive no more than 5% of identifiable revenue from owning or operating gambling establishments. See our Ethical Investment Policy for more details.

  • Animal Testing?

    Animal testing is a complex area for investing. See our Ethical Investing Policy for details of our approach. We can (and do) in exceptional circumstances permit investment in a company connected with animal testing - such exceptions are approved on a case-by-case basis by the Ethics and Investment Committee. Contact us for further details.

Returns

2.4%

1 month

0.4%

1 year

-0.6%

3 years

7.7%

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 31/01/2024, 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 8-10 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 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

Fees

1.0%

Investment Horizon

8+ years

Benchmark

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

Current Hedging Target

50%

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