Managed Global Responsibility Fund

HomeManaged Funds

A diverse selection of global companies

Our core global fund

Invested in around 200 international companies aligning with our Ethical Investment Policy. If you are interested in a diverse portfolio with strong environmental, social and governance standards, aiming for above-average returns, this is a great option.
Read FactsheetTalk to an Expert

Return focus:

Medium to High

Average annual return:

9.3% p.a. since inception October 2017

Minimum suggested time frame:

8+ years

Risk focus:


Estimated fund fees:


Which fund is right for you?

Take the quiz.

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



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. *Inception date: 24/8/17

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

Risk Level

This fund is suited to investors with a medium-high tolerance to risk and a minimum timeframe of 8+ years.

Lower Risk

Potentially Lower Returns


Higher Risk

Potentially Higher Returns

Investor Notes

Ethical Approach

The Global Responsibility Fund has been designated a Certified Responsible Investment by RIAA (Responsible Investment Association Australasia).


A diversified selection of global companies that score highly on environmental, social and governance ratings.

View Holdings

Target Investment

95% International Equities
5% Listed Property

Number of Holdings

Approximately 200 Companies

Asset Class

International Equities, Listed Property



Investment Horizon

8+ years


Morningstar Developed Markets Net Return Index (net of dividends and tax, 50% hedged to NZD)

Current Hedging Target


Are you ready to invest in better?

  • Grab your IRD number, drivers license, or passport.

  • It'll take around 3 minutes.

  • Ready to start?

    Join us

Managed Fund FAQs