Kiwi Investment Management Global Quantitative Fund

Product Name

Kiwi Investment Management Global Quantitative Fund

Issuer

Kiwi Wealth

Category

Investment

Type

Fund or Trust

Target

Wholesale

Certified Since

2021

Asset Classes

International equities

Markets

New Zealand

Investment Approaches

ESG Integration, Negative Screening

It Includes:

  • Investment2 More sustainable companies

It has some level of screening for:

  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 52 Human rights abuses
  • Riaa icons 50 Nuclear power
  • Riaa icons 35 Tobacco

It fully excludes:

    Overview

    The Global Quantitative Fund provides investors with access to an actively managed diversified portfolio of global shares using a multi-factor selection approach with a view to adding value to global share market returns over the medium to longer term. Investors can choose between the NZD Hedged Class and Unhedged Class.


    Description


    As an active manager, we have a greater degree of control over the industries and companies our funds are invested in.

    Our exclusions fall into one of the following three categories:
    1. Zero tolerance exclusions Companies which are involved in: the tobacco industry, controversial and nuclear weapons, whaling and whale meat processing – for both direct and indirect investment.
    2. ESG exclusions Companies which exhibit highly unethical behaviour, particularly in the context of: abuse of the environment, human rights abuses, endemic illegal activities. (Excluded from directly held investments).
    3. Areas of sensitivity The following industries are considered areas of sensitivity, due to their high likelihood of victimising people and/or the environment: defence and firearms, gambling services, thermal coal, nuclear power, palm oil.

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