Product Name |
Kiwi Wealth Managed Funds Growth 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: |
|
It has some level of screening for: |
|
It fully excludes: |
|
Broker | Responsible Returns |
URL | https://www.responsiblereturns.com.au/investment-options/kiwi-wealth-managed-funds-growth-fund/profile |
Overview
To exceed the returns you would receive from investing 85% of your funds in global shares and 15% in New Zealand fixed interest assets and cash. 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