OneAnswer KiwiSaver Scheme
OneAnswer Sustainable International Share Fund

In their own words: "The Sustainable International Share Fund invests mainly in equities in companies pursuing a sustainable development policy. Investments may include:• equities in companies pursuing a sustainable development policy and combining respect for social principles (such as human rights, non-discrimination and the issue of child labour) and environmental principles, with good financial prospects,• convertible securities, and • cash and cash equivalents. The fund aims to achieve a positive yearly return (after the fund charge and before tax) that over the long-term outperforms the relevant market index."

At a glance:

Not Mindful
Type: Aggressive fund
Past Returns: *8.27%

Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.

Annual Fees: 1.39%

Annual fees, including membership and % management fee.

More information:

A summary of this fund and it's details.

Number FND2183
Name OneAnswer Sustainable International Share Fund
Risk profile Aggressive fund
Description The Sustainable International Share Fund invests mainly in equities in companies pursuing a sustainable development policy. Investments may include:• equities in companies pursuing a sustainable development policy and combining respect for social principles (such as human rights, non-discrimination and the issue of child labour) and environmental principles, with good financial prospects,• convertible securities, and • cash and cash equivalents. The fund aims to achieve a positive yearly return (after the fund charge and before tax) that over the long-term outperforms the relevant market index.
Value $9.4M NZD
Members 429
Market index description MSCI World Index (New Zealand dollar)
Disclosure Statement Period Mon Sept. 30th 2019
Fund started Mon Aug. 25th 2008
Three-year average return *8.27%
Market index past year return 5.53%
Past year return net charges and tax 6.64%
Past year return net of charges gross of tax 7.8%
Market index return since fund started 8.36%
Return since fund started net 7.47%
Total annual fund fees 1.39%
Total performance based fees 0.0%
Manager's basic fee 1.15%
Administration charges 0.24%
Total other charges 24.0
Total other charges currency NZD

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

The past annual returns for this fund. Please note that higher past returns do not always mean higher future returns.

Year Market Average Fund Annual Return
2019 10.11% 8.4%
2018 6.68% 8.14%
2017 11.18% 7.67%
2016 4.51% 1.58%
2015 15.30% 19.2%
2014 10.31% 11.0%
2013 13.23% 3.4%
2012 -5.15% -7.03%
2011 7.61% 3.93%
2010 26.74% 17.73%

The market index is the average NZ KiwiSaver return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

Showing the top 10 investments for this fund:

  • Nn L Global Sustainable Equity Fund
    Luxembourg International Equities
    97.76%
  • Cash Deposit (ANZ Bank)
    New Zealand Cash and Equivalents A-1+
    2.3%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

How the money in this fund is invested against the fund's targets.

Target

Actual


Type Target Actual
Cash and Cash Equivalents 0.0% 2.3%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 100.0% 97.7%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Unknown None% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

Key Personnel

  • Alan Clarke

    Currently: Co-Head of Diversified Portfolio Management (0 years, 7 months)
    Previously: Senior Mandate Research Manager, ANZ Bank New Zealand Limited (3 years, 7 months)

  • Andrew Mortimer

    Currently: Fund Manager (1 years, 1 months)
    Previously: Senior Investment Analyst (contractor), ANZ Bank New Zealand Limited (0 years, 10 months)

  • Angus Simpson

    Currently: Equity Analyst (1 years, 6 months)
    Previously: Equity Analyst, UBS New Zealand (2 years, 11 months)

  • Craig Brown

    Currently: Portfolio Manager, Australasian Equities (5 years, 2 months)
    Previously: Senior Investment Analyst, ANZ Bank New Zealand Limited (6 years, 6 months)

  • Craig Tyson

    Currently: Head of Australasian Listed Property Securities (1 years, 7 months)
    Previously: Investment Manager, ANZ Bank New Zealand Limited (12 years, 1 months)

  • Iain Cox

    Currently: Head of Australasian Fixed Interest and Cash (5 years, 7 months)
    Previously: Senior Fixed Interest Analyst, ANZ Bank New Zealand Limited (2 years, 10 months)

  • Maaike Van Tol

    Currently: Co-Head of Diversified Portfolio Management (0 years, 7 months)
    Previously: Senior Asset Allocation Manager, ANZ Bank New Zealand Limited (1 years, 8 months)

  • Mathew Young

    Currently: Head of Investment Implementation and FX Strategy (0 years, 7 months)
    Previously: Head of Investment Implementation, ANZ Bank New Zealand Limited (2 years, 2 months)

  • Max Lesser

    Currently: Fund Manager (1 years, 1 months)
    Previously: Senior Investment Analyst (contractor), ANZ Bank New Zealand Limited (0 years, 5 months)

  • Mia Prkusic

    Currently: Fixed Interest Analyst (4 years, 1 months)
    Previously: Portfolio & Advisory Associate, ANZ Bank New Zealand Limited (1 years, 6 months)

  • Paul Huxford

    Currently: Chief Investment Officer, New Zealand (1 years, 3 months)
    Previously: Acting Chief Investment Officer, ANZ Bank New Zealand Limited (0 years, 3 months)

  • Peter Jones

    Currently: Senior Manager Investment Management (7 years, 8 months)
    Previously: Head of Fixed Interest, ANZ Bank New Zealand Limited (6 years, 0 months)

  • Ray Jack

    Currently: Credit Analyst (4 years, 1 months)
    Previously: Investment Analyst, ANZ Bank New Zealand Limited (12 years, 4 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

Does this fund have a policy to exclude any industries from its investments? The first column shows if the fund has a policy to exclude the issue. The second column shows if there are any current investments (source: Mindful Money research).

The Fund may have investments that are not consistent with their exclusions policy because they are still in the process of implementing their policy.

  • Issue of concern
    Is it excluded?
    Portfolio analysis
  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    0.00%
  • Animal Testing:
    10.56%
  • Fossil Fuels:
    0.00%
  • Gambling:
    0.00%
  • GMOs:
    0.85%
  • Human Rights & Environmental Violations:
    3.41%
  • Palm Oil:
    2.87%
  • Tobacco:
    0.00%
  • Weapons:
    0.00%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to 30 September 2019 and Mindful Money analysis of funds within those portfolios. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund and research organisations.

Note that the fund’s intended exclusions may not be consistent with the analysis of the portfolio because of timing issues or because there are companies of concern in indirect investments by the fund.

Note that many KiwiSaver funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons

Specific companies invested in:

Palm Oil

Brown & Brown Inc 2.87%

GMOs

Novozymes A/S-B Shares 0.85%

Human Rights & Environmental Violations

Nestle Sa-Reg 3.41%

Animal Testing

Beiersdorf Ag 2.641%
Johnson Matthey Plc 0.880%
Nestle Sa-Reg 3.413%
Novozymes A/S-B Shares 0.851%
Unilever Plc 2.768%

Download the fund's disclosure statement and portfolio holdings.

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Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.