AMP Capital Ethical Leaders Conservative Fund

Product Name

AMP Capital Ethical Leaders Conservative Fund


AMP Capital NZ




Fund or Trust


Retail, Wholesale

Certified Since


Certification Symbol

Responsible investment

Asset Classes

Diversified / Multi-asset


New Zealand

Investment Approaches

Negative Screening, ESG Integration, Engagement

It Includes:

  • Investment2 More sustainable companies
  • Default selected inclusion No inclusions

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 45 Genetic engineering
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 34 Logging
  • Riaa icons 50 Nuclear power
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco
  • Default selected exclusion No exclusions


A diversified strategy that blends asset classes and investment managers, with the objective of providing investors with competitive returns over a range of markets. We combine a stringent investment approach with a responsible investment philosophy, outlined in the fund’s Charter of Operation. An Ethics Committee fulfils an environmental, social and governance (ESG) oversight role for the fund.



Companies that demonstrate the most socially and environmentally sustainable performance outcomes in sectors such as renewable energy, health care, education and training, waste management and mass transport are included, if the investment case can be made.


Additionally, companies are included that exhibit good environmental practices. In assessing this, the investment manager may have regard to environmental standards, particularly domestic and international environmental law, a company's level of development of environmental management systems, such as the ISO 14001 environmental management standard and environmental performance outcomes.


Companies are also included if they exhibit good work practices. In assessing this the investment manager may have regard to labour standards, particularly occupational health and safety and human resource management and workplace relations. Companies may also be included if they establish good corporate governance procedures and ethics. This analysis focuses on the manner in which organisational values are established, embraced and reported both within and outside an organisation (e.g. clear and coherent codes of conduct and compliance with corporate governance standards), and the way in which these values are reflected in the company's management processes (e.g. policies regarding director share ownership, remuneration procedures and forward-looking succession planning.)


Exclusions note - Fossil Fuels: Direct fossil fuels only. The fund excludes companies where more than 10% of the value of the company comes from thermal coal mining, brown coal power generation, coal to gas or liquid production, oil sands production and pipeline infrastructure associated with oil sands production.


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

AMP Capital Ethical Leaders NZ Shares Fund

AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund

AMP Capital Ethical Leaders Balanced Fund