AMP Capital Ethical Leaders Growth Fund

Product Name

AMP Capital Ethical Leaders Growth Fund


AMP Capital NZ




Fund or Trust


Retail, Wholesale

Certified Since


Asset Classes

Diversified / Multi-asset


New Zealand

Investment Approaches

ESG Integration

It Includes:

  • Riaa icons 14 Education
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare and medical products
  • Riaa icons 10 Renewable energy and energy efficiency
  • Riaa icons 15 Social and sustainable infrastructure
  • Tree green background Sustainable land and agricultural management
  • No inclusions5 No specific themes
  • Investment2 More sustainable companies

It has some level of screening for:

  • Riaa icons 41 Alcohol
  • Riaa icons 56 Animal cruelty
  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 50 Nuclear power
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco

It fully excludes:


    The Ethical Leaders Growth Fund is managed to specific ‘responsible investment’ criteria which prohibit investments in certain companies or activities, and encourages investment in companies with strong environmental, social and governance characteristics. An investment process is employed that combines financial analysis with a sustainability focus. The portfolio takes a responsible investment approach, which integrates environmental, social and governance factors while avoiding companies or industries with recognised high negative social impact and encourages investment in companies with strong environmental, social and governance characteristics. This fund is governed by the Ethical Leaders Charter.


    The AMP Capital Ethical Leaders Funds have a clear mission – to invest for the long term while making the world a better place. The Funds are governed by an Ethical Leaders Charter, which provides minimum environmental social and governance requirements for the underlying managers. This Charter outlines key areas of positive focus for investment which takes into account environmental, social, governance, labour standards and ethical considerations. It also means ruling out companies making significant money – more than 10% of their revenue – from industries we believe have a negative impact. 

    Specifically, the AMP Capital Ethical Leaders Balanced Fund will avoid exposure (either directly or indirectly through underlying managers and funds) to companies with a material exposure (more than 10% of total revenue) to the production or manufacture of tobacco, nuclear power (including uranium), armaments, gambling, alcohol and pornography. However, those companies involved in the production of tobacco or ‘controversial weapons’ (land mines, cluster munitions, nuclear weapons and biological or chemical weapons), or essential components of them, a zero-revenue materiality test applies. 

    In addition, the AMP Capital Ethical Leaders Balanced Fund seeks to limit exposure to companies which have a material exposure to the most carbon intensive fossil fuels by excluding any company that has more than a 10% exposure to one, or a combination of, the following: mining thermal coal, exploration and development of oil sands, brown-coal (or lignite) coal-fired power generation, transportation oil from oil sands, or conversion of coal to liquid fuels/feedstock.

    Other products certified by the Responsible Investment Association Australasia (RIAA)

    AMP Capital Ethical Leaders Balanced Fund

    AMP Capital Ethical Leaders Conservative Fund

    AMP Capital Ethical Leaders Global Shares Fund

    AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund

    AMP Capital Ethical Leaders NZ Shares Fund

    AMP Capital Global Property Securities

    Sign up to learn more and get updates on ethical and responsible investing