Name
Avoids concerns 4
Exclusion of sectors of concern to New Zealanders: Broad means over 50% coverage of issues of concern; Some is fewer exclusions but includes tobacco and controversial weapons; None means fewer or no exclusions.
Broad
Some
None
Applies Higher Standards 4
Broad
Some
None
Uses analysis of environmental, social, and governance performance to choose companies with higher standards.
Certified
Yes
No
Past Returns 4
Certified
Yes
No
Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.
Fees 4
Annual fees, including membership and % management fee. Please note that lower fees don't always mean higher net returns.
-
5.37%2.24%
-
1.47%1.46%
-
2.44%0.83%
-
1.97%1.3%
-
1.80%1.25%
-
1.61%1.45%
-
9.30%0.94%
-
3.41%2.79%
-
4.40%3.08%
-
2.85%2.39%
-
*-5.74%0.97%
-
*-1.07%0.86%
-
*2.54%0.69%
-
*-3.83%1.01%
-
2.56%1.05%
-
1.04%0.73%
-
2.32%0.9%
-
2.63%1.1%
-
2.86%1.14%
-
2.39%0.98%
-
3.28%1.06%
-
*2.51%0.93%
-
3.56%1.3%
-
3.03%1.04%
-
*3.05%0.28%
-
*3.71%0.27%
-
*2.79%0.28%
-
*3.79%0.1%
-
*-0.13%0.1%
-
1.82%0.6%
Amanah NZ
