Kiwi Wealth KiwiSaver Scheme Balanced Investment Fund

Product Name

Kiwi Wealth KiwiSaver Scheme Balanced Investment Fund


Kiwi Wealth







Certified Since


Certification Symbol

Responsible investment

Asset Classes

Diversified / Multi-asset


New Zealand

Investment Approaches

ESG Integration, Negative Screening, Exclusions note: Tobacco excluded as flagged by GICS sub-industry classification. Any company identified as being involved in controversial or nuclear weapons is excluded. Any company involved with whaling or whale meat processing is excluded. We also exclude companies with poor ESG credentials from direct investment with a focus on abuse of human rights and the environment, and treat the following investment areas with sensitivity: gambling, defense and firearms, thermal coal, nuclear power, palm oil.

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


The Kiwi Wealth KiwiSaver Scheme Balanced Investment Fund aims to provide strong returns for investors with a 5-10 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.


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. 

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

Kiwi Wealth KiwiSaver Scheme Cash Investment Fund

Kiwi Wealth KiwiSaver Scheme CashPlus Investment Fund

Kiwi Wealth KiwiSaver Scheme Default Investment Fund