How the Fund works
The Ethical Leaders NZ Shares Fund is a diversified portfolio of predominantly New Zealand shares constructed with the aim of outperforming the S&P/NZX 50 Index. The fund will generally be overexposed to companies which have a sustainable competitive advantage, good growth outlooks, the ability to grow earnings faster than revenue and which can grow without a strong reliance on raising additional capital.
The fund is also managed against specific ‘responsible investment’ criteria which prohibits investments in certain companies or activities (eg gambling, armaments, tobacco, pornography), and encourages investment in companies with strong environmental, social and ethical characteristics.
Harbour Asset Management Limited is the investment manager of the Fund.
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.
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
The fund has the potential to deliver strong returns across a range of market conditions, through an investment style that blends value and growth characteristics.
Integrates environmental, social and governance analysis with financial analysis, revealing a wider range of corporate growth drivers and risk factors than traditional equity funds.
It gives you the choice to invest responsibly
Responsible investing is a way for you to direct your money toward companies that are making a positive impact on the environment and on society and away from those that cause harm.
Access to investment expertise
You will benefit from access to the research and insights of Harbour Asset Management Limited’s experienced investment team.
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 30 September 2020
|Product code||AIF RE|
|Type of fund||Managed Fund. This fund is a Portfolio Investment Entity (PIE)|
|Investment objective||To provide a Gross Return above the return of the S&P/NZX 50 Index (on a gross basis and including imputation credits) over a rolling three year period.|
|Investment approach||Investment is in a portfolio of predominantly New Zealand shares which is generally exposed to companies with a sustainable competitive advantage, a good growth outlook and the ability to grow earnings. The portfolio takes a responsible investment approach, which integrates Environmental, Social and Governance factors while avoiding companies or industries with recognised high negative social impact. This fund has been certified by the Responsible Investment Association of Australasia (RIAA*). The base position is for the Australian dollar exposure to be unhedged.|
|Fund net value||$37.3 million|
|Fund inception date||12 Dec 2012|
|Minimum suggested timeframe||5 years|
|Benchmark||S&P/NZX 50 Index Gross with imputation credits|
|Risk level (1-7)||5. Medium to High|
|Platform access||Aegis, FNZ, InvestNow and Sharesies|
*RIAA is the industry body representing responsible and ethical investors across Australia and New Zealand. For more information on RIAAand what certification means, please see the offer register at www.companiesoffice.govt.nz/disclose in the document titled ‘Other materialinformation’, located under the ‘Documents’ tab on the managed fund offer register for the AMP Capital Investment Funds.
Documents & Downloads
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 New Zealand and Australian Shares Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. 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.