Kiwi Wealth KiwiSaver Scheme Conservative Investment Fund

Product Name	Kiwi Wealth KiwiSaver Scheme Conservative Investment Fund
Issuer	Kiwi Wealth
Category	KiwiSaver
Type	KiwiSaver
Target	Retail
Certified Since	2017

Asset Classes	Diversified / Multi-asset
Markets	New Zealand
Investment Approaches	ESG Integration, Negative Screening
It Includes:	More sustainable companies
It has some level of screening for:	Armaments Fossil fuels Gambling Human rights abuses Nuclear power Tobacco
It fully excludes:
Broker	Responsible Returns
URL	https://www.responsiblereturns.com.au/investment-options/kiwi-wealth-kiwisaver-scheme-conservative-investment-fund/profile

Overview

The Kiwi Wealth KiwiSaver Scheme Conservative Investment Fund aims to provide strong returns for investors with a 1-5 year time horizon. Responsible Investment forms a core part of our investment process, and we look to exclude companies that significantly victimise people and the environment, or that routinely fall foul of the law. Apart from specific exclusions, we also believe it’s important to take environmental, social and governance issues into account across all investments as these can impact the financial performance of the companies we invest in.

Description

At Kiwi Wealth, our focus is on protecting and carefully growing your wealth. Our in-house investment management team use an active, global investment strategy backed by in-depth research and analysis and a strong risk management framework. Our products are designed to provide strong, long-term returns, high diversification and ample liquidity.

All our KiwiSaver funds are invested consistent with Kiwi Wealth’s Responsible Investment Policy. Responsible Investment, including Environmental, Social, and Governance (ESG) considerations, forms a core part of our investment process, as described in our responsible investing policy. Kiwi Wealth believes that Responsible Investment principles can be used in the investment process to enhance performance in the long-term.

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

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The products featured on this site have all achieved certification under the Responsible Investment Association Australasia’s (RIAA) Responsible Investment Certification Program.

Transparency & Verification

What sets these investment products aside from regular ones on the market is they all have some type of responsible or ethical strategy applied to them.

At a minimum, their issuers explain these strategies in public documents and open their offices and books to third party verifiers who check these strategies are implemented according to what you read about them publicly.

You can also click through to see the underlying managers and / or stock holdings in each certified product as well as access a certified product’s recent performance results.

Stewardship & Impact

In July 2019, we lifted our requirements of certified products which we are phasing in over 18 months.

We now require that issuers have organisation-wide commitments to responsible investing and they exercise their responsibilities as stewards of your money - through engaging with companies to improve sustainability performance and voting on shareholder resolutions where possible. All certified products now need to at least avoid significant harm and their issuers will annually report against any sustainability-based claims made by their products. This uplift in program standards is part of our passion for, and on-going commitment to, responsible and ethical investing.

Even though we're lifting the bar, we know your convictions to doing good with your money may be higher and so we have served up our member's certified products with a large dose of transparency and independent verification, so that you can draw your own conclusions from reliable information and choose investments that best suit your individual needs.