Keen to invest in this new fund? Find out more

NZ 50 ESG Tilted

This fund includes and adjusts companies in the S&P/NZX 50 according to sustainability factors.

16.14%

5 year p.a. back-tested index return to April 2021

0.25%
Management fee p.a. (before rebate).

Up to 50

Companies in the fund

Quarterly

The fund pays distributions

Fund Overview

The first index fund in New Zealand to not only exclude companies from controversial industries, but to also both upweight and downweight companies based on non-financial metrics including governance practices, fossil fuel exposure, and workplace diversity. Using the internationally acclaimed Corporate Sustainability Assessment from S&P Dow Jones, each company included in of the S&P/NZX 50 is given an ESG score and re-weighted accordingly. Tracking the S&P NZX 50 Portfolio ESG Tilted Index, this fund is designed to provide long-term capital growth and diversification.

CompanyIndustry% as at 31 May 2021
Fisher & Paykel HealthcareHealth Care15.48%
Auckland International AirportIndustrials8.81%
SparkCommunication Services8.39%
Meridian EnergyUtilities6.57%
MainfreightIndustrials6.42%
Fletcher BuildingMaterials6.134%
Contact EnergyUtilities6.03%
InfratilUtilities5.518%
Ryman HealthcareHealth Care5.44%
EBOS GroupHealth Care4.42%
The a2 Milk CompanyConsumer Staples4.35%
Mercury NZUtilities4.11%
Summerset GroupHealth Care2.86%
ChorusCommunication Services2.81%
SkyCity EntertainmentConsumer Discretionary2.75%
Goodman PropertyReal Estate2.48%
Port of TaurangaIndustrials2.34%
Kiwi Property GroupReal Estate1.92%
Precinct PropertiesReal Estate1.70%
Z EnergyEnergy1.35%

Fund Holdings

Transparency is key and we think you should know which companies you own within our Fund. You can find out more about constituent selection here

Sector Holdings

For those that like to get into the detail of asset allocation or their holdings, this sector breakdown shows you which industries you have investment across.  

Performance

Range of returns

Coming soon

Growth of $10,000

Coming soon

Investment Objective

Coming soon

Returns

Coming Soon

Returns are after fees as at 28 February 2021. See our full performance disclaimer for more details. 

Under $25,000 invested

0.25%

Over $25,000 invested

0.15%

Fees & perks simplified

The investment management fee rebate is on your total invested portfolio, not per fund. For more information on how this works, please see here

Risk

The risk indicator 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. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance. 

Documents & Resources

Download Latest Factsheet

Download Fund Update

Other Local Funds

NZ Small & Mid Cap Opportunities
Invest in smaller companies listed on the New Zealand Stock Exchange.
NZ Commercial Property
Invest in the largest eight REITs on the New Zealand Stock Exchange.

Start investing in less than 5 minutes

Have any questions? Call us on 0800 537 635 during 9am-5pm weekdays.

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© Copyright 2021 Kernel Wealth Limited
Indices provided by: S&P Dow Jones Indices