Fund type: Aggressive fund
Past Returns: No 3 year data yetWhere a company has multiple ethical concerns, the total concerns percentage counts this investment once.
The average total concerns of all funds of the same risk profile is weighted by the funds' investment values.
The average total concerns of all managed aggressive funds is 12.02%.
Where companies are involved in significant harm to individuals or communities, through the unsafe nature of their products or delivery of services and inadequate response to evidence of harm.
The world’s largest social network (Facebook, Instagram, Messenger, WhatsApp). Company has faced claims and legal actions due to mental health harm (notably to young people), breaches of user privacy / data rights, and the spread of misinformation. Inadequate moderating in non-English speaking countries (e.g. Myanmar) allowed the platform to be used to incite ethnic violence. Removal of content moderation from strt of 2025 increases risk of social and political harm.
Where companies are involved in the manufacturing or retail of controversial weapons (e.g., landmines and cluster munitions) or components or services thereof.
Where companies are involved in the manufacturing or retail of firearms, including guns, rifles, pistols, or components or services thereof.
Where companies derive revenue from the manufacturing of weapons or weapon components and services to the defence industry. We do not include non-weapons-related military support.
Where companies are involved in the manufacturing or sale of nuclear weapons or components or services thereof.
Fund type: Aggressive fund
Past Returns: No 3 year data yetThe Fund invests into the underlying fund, which is designed to grow wealth through a quality and valuation- based approach to investing in what Insync believes to be a high-quality portfolio of global companies benefiting from powerful structural megatrends. The underlying fund's principal investments will be in shares in companies listed on international stock exchanges (including the US, Europe, and Asia). It may also hold cash, currency contracts, American Depository Receipts, and Global Depository Receipts. The manager of the underlying fund may, at its discretion, hedge part or all of the underlying fund’s currency exposures into Australian dollars from time to time. Currency exposure of the Fund is not hedged back to New Zealand dollars.
| Value | $5.02M NZD |
| Period of data report | 30th Sept. 2025 |
| Fund started | 12th Aug. 2025 |
| Total annual fund fees | 0.98% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.98% |
| Other management and administration charges | 0.0% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Monik Kotecha |
Currently: CIO and MD (16 years, 3 months)
|
|
Conor Byrne |
Currently: CFOO (1 years, 6 months)
|
|
Grant Pearson |
Currently: Head of Distribution & Strategy (9 years, 7 months)
|
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th Sept. 2025.
Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.
| Year | Market Average | Fund Annual Return |
|---|
The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th Sept. 2025.
Tencent Holdings Ltd
China International Equities
Alphabet Inc Class C
United States International Equities
Vinci SA
France International Equities
Nintendo Company
Japan International Equities
Amazon.Com Inc
United States International Equities
Icici Bank Ltd - Spon Adr
United States International Equities
Check Point Software Technologies Ltd
United States International Equities
Safran SA
France International Equities
Mastercard Inc
United States International Equities
Veeva System Inc
United States International Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 3.28% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 0.0% | 3.8% |
| International Equities | 100.0% | 92.92% |
| Listed Properties | 0.0% | 0.0% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
How the money in this fund is invested by asset type.
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th Sept. 2025.
This data is compiled by Mindful Money from the fund information and portfolios
that each
fund has
filed with the Disclose register to 30th Sept. 2025 and Mindful Money
analysis of funds within those portfolios. The list of companies of concern has
been drawn from ratings agencies and public sources, including the Norwegian
Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.
Please note that companies may breach more than one of these areas of
concern.
The listing of companies of concern is based on definitions used in Mindful Money's
methodology. These definitions may
be different from the exclusions policy and definitions applied by the fund provider.
Mindful Money uses the term Mindful Funds as our standard
for ethical investment and responsible investment. This does not imply that
other funds are unethical or that the fund providers that do not meet these
standards are unethical providers.
Where companies are involved in significant harm to individuals or communities, through the unsafe nature of their products or delivery of services and inadequate response to evidence of harm.
The world’s largest social network (Facebook, Instagram, Messenger, WhatsApp). Company has faced claims and legal actions due to mental health harm (notably to young people), breaches of user privacy / data rights, and the spread of misinformation. Inadequate moderating in non-English speaking countries (e.g. Myanmar) allowed the platform to be used to incite ethnic violence. Removal of content moderation from strt of 2025 increases risk of social and political harm.
Where companies are involved in the manufacturing or retail of controversial weapons (e.g., landmines and cluster munitions) or components or services thereof.
Where companies are involved in the manufacturing or retail of firearms, including guns, rifles, pistols, or components or services thereof.
Where companies derive revenue from the manufacturing of weapons or weapon components and services to the defence industry. We do not include non-weapons-related military support.
Where companies are involved in the manufacturing or sale of nuclear weapons or components or services thereof.
Fund type: Aggressive fund
Past Returns: No 3 year data yetThe Fund invests into the underlying fund, which is designed to grow wealth through a quality and valuation- based approach to investing in what Insync believes to be a high-quality portfolio of global companies benefiting from powerful structural megatrends. The underlying fund's principal investments will be in shares in companies listed on international stock exchanges (including the US, Europe, and Asia). It may also hold cash, currency contracts, American Depository Receipts, and Global Depository Receipts. The manager of the underlying fund may, at its discretion, hedge part or all of the underlying fund’s currency exposures into Australian dollars from time to time. Currency exposure of the Fund is not hedged back to New Zealand dollars.
| Value | $5.02M NZD |
| Period of data report | 30th Sept. 2025 |
| Fund started | 12th Aug. 2025 |
| Total annual fund fees | 0.98% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.98% |
| Other management and administration charges | 0.0% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Monik Kotecha |
Currently: CIO and MD (16 years, 3 months)
|
|
Conor Byrne |
Currently: CFOO (1 years, 6 months)
|
|
Grant Pearson |
Currently: Head of Distribution & Strategy (9 years, 7 months)
|
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th Sept. 2025.
Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.
| Year | Market Average | Fund Annual Return |
|---|
The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th Sept. 2025.
Tencent Holdings Ltd
China International Equities
Alphabet Inc Class C
United States International Equities
Vinci SA
France International Equities
Nintendo Company
Japan International Equities
Amazon.Com Inc
United States International Equities
Icici Bank Ltd - Spon Adr
United States International Equities
Check Point Software Technologies Ltd
United States International Equities
Safran SA
France International Equities
Mastercard Inc
United States International Equities
Veeva System Inc
United States International Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 3.28% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 0.0% | 3.8% |
| International Equities | 100.0% | 92.92% |
| Listed Properties | 0.0% | 0.0% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
How the money in this fund is invested by asset type.
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th Sept. 2025.
This data is compiled by Mindful Money from the fund information and portfolios
that each
fund has
filed with the Disclose register to 30th Sept. 2025 and Mindful Money
analysis of funds within those portfolios. The list of companies of concern has
been drawn from ratings agencies and public sources, including the Norwegian
Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.
Please note that companies may breach more than one of these areas of
concern.
The listing of companies of concern is based on definitions used in Mindful Money's
methodology. These definitions may
be different from the exclusions policy and definitions applied by the fund provider.
Mindful Money uses the term Mindful Funds as our standard
for ethical investment and responsible investment. This does not imply that
other funds are unethical or that the fund providers that do not meet these
standards are unethical providers.
