Managed Green Bond Fund
Invest in climate solutions
Winner of Mindful Money's Best New Ethical Fund 2023
Return focus:
Low to Medium
Average annual return:
4.2% p.a. since inception January 2023
Minimum suggested time frame:
3+ years
Risk focus:
Lower
Estimated fund fees:
0.6%
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What we don’t invest in:
We seek to avoid investments in activities that disrespect people, our planet and animals (some examples below). Note that this list is not exhaustive and we may still hold investments in these areas as we apply revenue thresholds and grant exceptions in limited circumstances. We may also have limited information about an investment’s involvement in a particular activity. Please hover over any ? icons for more details or read our Ethical Investment Policy or our Exceptions Register.
Factory Farming
Alcohol?
Palm Oil & GMOs?
Weapons?
Adult Entertainment?
Tobacco?
Gambling?
Fossil Fuel?
Animal Testing?
Returns
0.8%
1 month
9.0%
1 year
-
3 years
4.2%
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. *25/08/22 (date of inception)
Performance figures as of 30/09/2024, 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 3+ 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 fund's returns since then. 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 Green Bond Fund invests in fixed income securities that have been classified by MetLife Investment Management (our sub-investment manager) as Green Bonds. Green Bonds are a type of financing where the money borrowed is used for a specific project targeting climate and environmental solutions.
View HoldingsDiversification
A diversified selection of global bonds that score highly on environmental, social and governance ratings.
Target Investment
International Fixed Interest 100%
Holdings
The Fund will invest in a global portfolio of predominantly bonds, other fixed or floating rate debt securities and debt securities issued by sovereign, government-related corporate or supranational entities.
Asset Class
International Fixed Interest
Fees
Annual Management Fee: 0.6%
Investment Horizon
3+ years
Benchmark
Bloomberg Global Aggregate Index hedged to New Zealand dollar (gross of dividends, 100% hedged to NZD)
Current Hedging Target
100%
Investor Documents
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