AMP Capital Ethical Leaders NZ Shares Fund

Responsible Investment Leader 2021

AMP Capital is proud to be included as a Responsible Investment Leader as part of RIAA's annual Responsible Investment Benchmark Report Aotearoa New Zealand 2021. 

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.

  • 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

  • Return potential

    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.

  • Risk management

    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.

The AMP Capital Ethical Leaders NZ Shares Fund has been certified by the Responsible Investment Association Australasia according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See for details.1

AMP Capital Ethical Leaders

Engagement Report & Charter

Read our latest Engagement Report to learn about the work the Ethical Leaders Funds have been doing on your behalf to help make the world a better place. The report delves into some of the big issues AMP Capital has been focusing on recently and provides a snapshot of the engagement work carried out during the year.


The Charter sets out our ethical approach to investing and the Ethical Leaders Funds’ purpose and beliefs. Learn more about the principles that guide our ethical investment choices and our commitment to supporting positive change in the world.

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.
NZ fund net value $45.4 MIL
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

1The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

*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 in the document titled ‘Other materialinformation’, located under the ‘Documents’ tab on the managed fund offer register for the AMP Capital Investment Funds.


Unit Prices

As at 14 Jan 2022


As at 31 Dec 2021
1 Month 3.39%
3 Month -0.56%
1 Year 7.31%
3 Year 20.11%
5 Year 17.21%
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 New Zealand and Australian Shares 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 Markets Conduct Act 2013 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, 55 Lady Elizabeth Lane, Queens Wharf, Wellington.

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