AMP Balanced Fund (Lifesteps)

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Not Mindful
Type: Balanced fund
Past Returns: 2.64%

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

Annual Fees: 1.15%

Annual fees, including any membership and % management fee.

The graph below shows the percentage of the fund invested in each of the worst issues of concern to New Zealanders. Below the graph are listed all the companies this fund invests in, by issue of concern.


Fossil Fuel

BHP Group Ltd 0.34%
Nextera Energy Inc 0.24%
Enbridge Inc 0.21%
Kinder Morgan Inc/De 0.13%
South32 Ltd 0.12%
Williams Cos Inc/The 0.12%
Evergy Inc 0.08%
Alliant Energy Corp 0.07%
Gibson Energy Inc 0.07%
Xcel Energy Inc 0.06%
Dominion Energy Inc 0.06%
Firstenergy Corp 0.06%
Origin Energy Ltd 0.05%
Agl Energy Ltd 0.05%
Exxon Mobil Corp 0.05%
Cms Energy Corp 0.05%
Total Sa 0.05%
Chevron Corp 0.04%
Wec Energy Group Inc 0.04%
Royal Dutch Shell Plc-B Shs 0.04%
Bp Plc 0.04%
Woodside Petroleum Ltd 0.04%
Dte Energy Co 0.03%
Plains Gp Holdings Lp 0.03%
Omv Ag 0.03%
BHP Group Plc 0.03%
Santos Ltd 0.03%
Rwe Ag 0.03%
Anglo American Plc-Lon 0.02%
Pembina Pipeline Corp 0.02%
Apa Group 0.02%
Lukoil Pjsc-Adr 0.02%
Phillips 66 0.02%
Engie Sa 0.02%
Koninklijke Vopak Nv 0.02%
Clp Holdings Ltd 0.02%
Cheniere Energy Inc 0.02%
Eni Spa 0.02%
Neste Oyj 0.02%
Valero Energy Corp 0.02%
Chugoku Electric Power Co Inc/ 0.02%
American Electric Power Co Inc 0.02%
Royal Dutch Shell Plc-A Shs-Lon 0.02%
Conocophillips 0.02%
Lyondellbasell Industries Nv 0.01%
Oil Search Ltd 0.01%
Macquarie Infrastructure Corp 0.01%
Infraestructura Energetica Nov 0.01%
Suncor Energy Inc 0.01%
Santos Finance Ltd - 14/09/2027 0.01%
Bp Capital Markets Plc - 03/07/2026 0.01%
Apt Pipelines Ltd - 22/03/2030 0.01%
Enagas Sa 0.01%
Cnooc Ltd 0.01%
Hollyfrontier Corp 0.01%
Glencore Plc 0.01%
Gazprom Pjsc-Adr 0.01%

Weapons

Meggitt Plc 0.02%
Teledyne Technologies Inc 0.01%
Transdigm Group Inc 0.01%

Tobacco

British American Tobacco 0.22%

Gambling

Skycity Entertainment Group Lt-Nzx 0.12%
Tabcorp Holdings Ltd 0.03%
Aristocrat Leisure Ltd 0.03%
Crown Resorts Ltd 0.01%
Las Vegas Sands Corp 0.01%

Alcohol

Lvmh Moet Hennessy Louis Vuitt 0.05%
Diageo Plc 0.03%
Carlsberg A/S 0.03%
Delegat Group Ltd 0.02%
Treasury Wine Estates Ltd 0.02%
Pernod Ricard Sa 0.01%
Anheuser-Busch Inbev Sa/Nv 0.01%
Want Want China Holdings Ltd 0.01%

Palm Oil

GMOs

Novartis Ag 0.18%
Bayer Ag 0.04%
Basf Se 0.02%
Nutrien Ltd 0.02%
Dupont De Nemours Inc 0.01%

Human Rights & Environmental Violations

BHP Group Ltd 0.34%
Johnson & Johnson 0.22%
Nestle Sa 0.20%
Rio Tinto Ltd 0.16%
Sempra Energy 0.13%
Duke Energy Corp 0.09%
Chevron Corp 0.04%
Rio Tinto Plc 0.04%
Royal Dutch Shell Plc-B Shs 0.04%
BHP Group Plc 0.03%
Barrick Gold Corp-Tse 0.02%
Nutrien Ltd 0.02%
Vale Sa 0.02%
Royal Dutch Shell Plc-A Shs-Lon 0.02%
Archer-Daniels-Midland Co 0.01%
Sempra Energy - 01/02/2023 0.01%
Mmc Norilsk Nickel Pjsc-Adr 0.01%
Mmc Norilsk Nickel Pjsc-Lon 0.01%
Glencore Plc 0.01%

Animal Testing

Procter & Gamble Co/The 0.250%
Johnson & Johnson 0.220%
Nestle Sa 0.200%
Pepsico Inc 0.110%
Kimberly-Clark Corp 0.070%
Glaxosmithkline Plc 0.060%
Coca-Cola Co/The 0.060%
Colgate-Palmolive Co 0.050%
Air Products & Chemicals Inc 0.050%
Lvmh Moet Hennessy Louis Vuitt 0.050%
Chevron Corp 0.040%
Royal Dutch Shell Plc-B Shs 0.040%
Bayer Ag 0.040%
Unilever Nv 0.040%
Estee Lauder Cos Inc/The 0.030%
Unilever Plc 0.030%
Walgreens Boots Alliance Inc 0.030%
Danone Sa 0.030%
Reckitt Benckiser Group Plc 0.030%
General Mills Inc 0.020%
Basf Se 0.020%
Ecolab Inc 0.020%
Kraft Heinz Co/The 0.020%
Air Liquide Sa-Pf 0.020%
Royal Dutch Shell Plc-A Shs-Lon 0.020%
Akzo Nobel Nv 0.020%
L'Oreal Sa-Pf 0.010%
Church & Dwight Co Inc 0.010%
Givaudan Sa 0.010%
Archer-Daniels-Midland Co 0.010%
Coca-Cola Hbc Ag 0.010%
Clorox Co/The 0.010%
Tesco Plc 0.010%
Coca-Cola Femsa Sab De Cv - 22/01/2030 0.010%
Ppg Industries Inc 0.010%
Bayer US Finance Ii Llc - 15/12/2028 0.010%
British American Tobacco 0.220%
Unilever 0.020%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue June 30th 2020 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.

A summary of this fund and its details.

Number FND4452
Name AMP Balanced Fund (Lifesteps)
Risk profile Balanced fund
Description The fund has a well-diversified portfolio that has a balance of risk through holding growth assets and an allocation to lower-risk income assets. The fund aims to achieve medium returns, in exchange there will be some movements up and down in the value of your investments.
Value $330M NZD
Members 10,555
Market index description A composite index is calculated using the target investment mix weightings of the underlying market and peer group indices for the asset classes that the fund invests into. Additional information about the market index is available on the offer register.
Period of data report Tue June 30th 2020
Fund started Mon Oct. 1st 2007
Three-year average return 2.64%
Market index past year return 4.09%
Past year return net of charges and tax 0.73%
Past year return net of charges gross of tax 1.21%
Market index return since fund started 8.39%
Return since fund started net 5.79%
Total annual fund fees 1.15%
Total performance based fees 0.0%
Manager's basic fee 1.03%
Administration charges 0.12%
Total other charges 23.4
Total other charges currency NZD

Key Personnel

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Blair Robert Vernon

    Currently: Investment Committee Member (9 years, 0 months)
    Previously: Chief Executive, AMP Wealth Management New Zealand (1 years, 6 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Jeffery Darren Ruscoe

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: Chief Client Officer, AMP Wealth Management New Zealand (1 years, 3 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

  • Timothy Pritchard

    Currently: Investment Committee Member (1 years, 3 months)
    Previously: General Counsel, AMP Wealth Management New Zealand (2 years, 1 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Tue June 30th 2020.

Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.

Year Market Average Fund Annual Return
2020 -1.89% -3.31%
2019 5.68% 6.22%
2018 5.63% 5.01%
2017 6.10% 7.61%
2016 4.01% 0.13%
2015 11.09% 10.3%
2014 7.28% 6.03%
2013 10.75% 9.21%
2012 1.75% 1.06%
2011 5.30% 4.69%

The market average is the average 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 Tue June 30th 2020.

Showing the top 10 investments for this fund:

  • Orbis Global Equity Le Fund
    Australia International Equities
    2.94%
  • Fisher & Paykel Healthcare Corp
    New Zealand Australasian Equities
    1.93%
  • A2 Milk Co Ltd
    New Zealand Australasian Equities
    1.56%
  • New Zealand Government Bond Maturing 20 Apr 29
    New Zealand NZ Fixed Interest AA+
    1.12%
  • New Zealand Government Bond Maturing 15 Apr 27
    New Zealand NZ Fixed Interest AA+
    1.05%
  • Call Account (Rabobank Advance Account NZD)
    New Zealand Cash and Equivalents A
    0.98%
  • New Zealand Government Bond Maturing 15 Apr 37
    New Zealand NZ Fixed Interest AA+
    0.96%
  • Microsoft Corp
    United States International Equities
    0.95%
  • Spark New Zealand Ltd
    New Zealand Australasian Equities
    0.84%
  • New Zealand Government Bond Maturing 14 Apr 33
    New Zealand NZ Fixed Interest AA+
    0.79%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register 30 June 2020 .

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 10.0% 11.47%
New Zealand Fixed Interest 15.0% 15.21%
International Fixed Interest 18.0% 14.91%
Australasian Equities 16.0% 16.55%
International Equities 35.0% 36.62%
Listed Properties 4.0% 3.62%
Unlisted Properties 0.0% 0.0%
Other 1.0% 0.76%
Commodities 1.0% 0.86%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2020 .

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
    Does this fund say it excludes this?
    Actual holdings
  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    0.29%
  • Animal Testing:
    2.13%
  • Fossil Fuels:
    3.09%
  • Gambling:
    0.24%
  • GMOs:
    0.30%
  • Human Rights & Environmental Violations:
    1.52%
  • Palm Oil:
    0.02%
  • Tobacco:
    0.22%
  • Weapons:
    0.08%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue June 30th 2020 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.

In their own words: "The fund has a well-diversified portfolio that has a balance of risk through holding growth assets and an allocation to lower-risk income assets. The fund aims to achieve medium returns, in exchange there will be some movements up and down in the value of your investments."

Download the fund's disclosure statement and portfolio holdings.

Latest news

You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital invested. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

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.