Kiwi Wealth Managed Funds Balanced Fund

Product Name

Kiwi Wealth Managed Funds Balanced Fund

Issuer

Kiwi Wealth

Category

Investment

Type

Fund or Trust

Target

Retail

Certified Since

2021

Asset Classes

Diversified / Multi-asset

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

    To exceed the returns you would receive from investing 45% of your funds in New Zealand fixed interest assets and cash, and 55% in global shares.” The Investment Manager maintains a responsible investment policy with some exclusions and giving consideration to environmental, social and governance issues. Zero tolerance applies to companies which are involved in any of the following product areas, and they will be excluded for both direct and indirect investment: • Tobacco (as main business) • Controversial and nuclear weapons • Whaling and whale meat processing Further information can be found in the responsible investment policy, available on our website at the following address: https://www.kiwiwealth.co.nz/ how-we-invest/investing-policies


    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 Managed 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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    Kiwi Wealth KiwiSaver Scheme Balanced Investment Fund

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    Kiwi Wealth Managed Funds Conservative Fund

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