Managed Ethical Trans-Tasman Fund
Investments in Australia and New Zealand
Hand-picked from across the ditch and closer to home
Return focus:
Medium to High
Average annual return:
7.8% 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 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
-1.6%
1 month
0.9%
1 year
2.1%
3 years
7.8%
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 HoldingsTarget 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%
Investor Documents
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