This fund includes and adjusts companies in the S&P/NZX 50 according to sustainability factors.
5 year p.a. back-tested index return to April 2021
Up to 50
Companies in the fund
The fund pays distributions
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.
|Company||Industry||% as at 31 May 2021|
|Fisher & Paykel Healthcare||Health Care||15.48%|
|Auckland International Airport||Industrials||8.81%|
|Ryman Healthcare||Health Care||5.44%|
|EBOS Group||Health Care||4.42%|
|The a2 Milk Company||Consumer Staples||4.35%|
|Summerset Group||Health Care||2.86%|
|SkyCity Entertainment||Consumer Discretionary||2.75%|
|Goodman Property||Real Estate||2.48%|
|Port of Tauranga||Industrials||2.34%|
|Kiwi Property Group||Real Estate||1.92%|
|Precinct Properties||Real Estate||1.70%|
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.
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.
Returns are after fees as at 28 February 2021. See our full performance disclaimer for more details.
Under $25,000 invested
Over $25,000 invested
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.
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.
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