Profile

Product Name	Kiwi Wealth KiwiSaver Scheme CashPlus Investment Fund
Issuer	Kiwi Wealth
Category	KiwiSaver
Type	KiwiSaver (NZ only)
Target	Retail
Certified Since	2017
Certification Symbol	Responsible Investment
Asset Classes	Fixed income & cash
Markets	New Zealand
Investment Approaches	Negative Screening, ESG Integration, 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	More sustainable companies No specific inclusions
It Excludes	Tobacco Armaments No specific exclusions

Overview

The Kiwi Wealth KiwiSaver Scheme CashPlus Investment Fund aims to provide strong returns for investors with a 0-3 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.

The Kiwi Wealth KiwiSaver Scheme offers a range of investment funds for its members targeting a variety of horizons and investment objectives. Members can choose one investment fund or a combination of investment funds. The investment funds are: Growth, Balanced, Conservative, CashPlus, Cash and Default.

Kiwi Wealth KiwiSaver Scheme CashPlus Investment Fund

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