A diverse selection of global companies
Our core global fund
Medium to High
Average annual return:
9.3% p.a. since inception October 2017
Minimum suggested time frame:
Estimated fund fees:
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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.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.
Palm Oil & GMOs
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
Potentially Lower Returns
Potentially Higher Returns
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
95% International Equities
5% Listed Property
Number of Holdings
Approximately 200 Companies
International Equities, Listed Property
Morningstar Developed Markets Net Return Index (net of dividends and tax, 50% hedged to NZD)
Current Hedging Target
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