AMP Capital Ethical Leaders Balanced Fund

How the Fund works

The Ethical Leaders Balanced Fund aims to provide you with good returns over time with medium risk, while investing within responsible investment parameters. To do this, it uses diversification strategies across asset types, with a mix of income assets, such as bonds, and growth assets, such as shares.

  • Supporting the good
    Supporting the good

    Our ethical fund invests your money in companies that are making a positive contribution in areas such as human rights, animal welfare, gender diversity,
    environment, climate change and governance.

  • Avoiding the bad
    Avoiding the bad

    Our ethical fund actively avoids investing your money in industries that negatively impact our world such as fossil fuels, tobacco, nuclear power, armaments, gambling, alcohol and pornography

  • Investing within a sustainable focus

    The fund employs a robust investment process that combines a sustainability focus with stringent financial analysis. The overall objective is to generate competitive returns for you within a sustainable and responsible framework.

  • Broad diversification helps reduce risk

    The fund uses a diversified multi-manager strategy that blends manager style and asset classes, with the objective of providing you with competitive returns across a range of markets. This has the benefit of reducing portfolio volatility and the risk of losses, and is especially important during times of increased uncertainty.

  • Active investment management

    Asset allocations are actively managed in line with changing investment environments and conditions. This means changes can be made to your portfolio to help manage risk and generate smoother returns.

AMP Capital Ethical Leaders

Engagement Report & Charter

Read our 2019 Engagement Report and Charter to learn about the work that was done on your behalf in 2018, as well as our purpose and beliefs. They cover the big issues of 2018, our approach to investing, and showcase some of the assets the AMP Capital Ethical Leaders funds have supported to make the world a better place.

Fund facts as at 31 March 2020

Fund code AIFRI
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective The performance objective is to outperform over the medium term the weighted average return of the market indicies used to measure performance of the underlying funds/assets in which the fund invests.
Investment approach Gives investors access to a New Zealand balanced fund that invests in a broad range of assets (shares, property, fixed interest securities and cash) that are managed within a responsible investment framework.
Net fund size $53.8 million
Establishment date 17 October 2008
Minimum suggested timeframe Medium term (minimum four years)
Platform access Aegis, FNZ and InvestNow

Risk Indicator

Risk indicators

Unit Prices

As at 28 May 2020


As at 30 Apr 2020
1 Month 5.16%
3 Month -8.66%
1 Year -0.99%
3 Year 5.16%
5 Year 5.16%
Past performance is not a reliable indicator of future performance.

Important note: The unit prices displayed in this section are indicative only

Unit prices are provided for your information only and are not guaranteed. They are based on historical data and you should not rely on the above information as the basis for making any investment, financial or other decision as past unit prices are not a reliable indicator of future unit prices. During the time it takes to process an application or redemption application, the unit price may vary and the actual unit prices applying to applications and redemptions may differ from those displayed in this section. For more information on how AMP Capital can help you, please speak to your Financial Adviser or call us on 0800 400 499.

Important notes: Past Performance

Past performance is not a reliable indicator of future performance.

Our fund performance figures are shown before tax, before fees and assume that income is reinvested. Neither AMP Capital Investors (New Zealand) Limited nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return. Past performance is not a reliable indicator of future performance. Every effort has been made to ensure the accuracy of this information, however, AMP Capital (New Zealand) Limited nor any other company in the AMP Group gives any warranty of reliability, or accuracy, nor accepts any responsibility arising in any way from errors or omissions.


Product Disclosure Statements (PDSs) for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The Ethical Leaders Diversified Funds PDS can be obtained from our website and from the Disclose website Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. You can seek advice from a financial advisor to help you make an investment decision. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Meridian Building, Level 1, Queens Wharf, Wellington.

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