The AMP Ethical Balanced Fund goes much further than excluding companies that may harm our society, it seeks out and works with companies who are making a positive difference in the environmental, social and governance (ESG) space and has provided good financial returns in the last couple of years.
This fund is designed to help you align your ethical beliefs with our investment expertise. It aims to make the world better environmentally and a fairer society. It does this by:
• Seeking out companies doing good
• Avoiding companies and/or industries that cause environmental or social harm
• Actively engaging with companies to influence their environmental, social and governance policies to improve company practices around the world
To find out how this fund works, download the Ethical Investment Charter:
It’s made good returns
Last year it had an annual return of 15.91% (as at 31 December 2019, after total fund charges but before tax). Remembering that future performance isn't guaranteed.
Expertise in the area
We work with a team of ethical investment specialists with over 17 years’ experience, so you don’t need to compromise.
It helps change how our world works
In 2018, the underlying fund managers asked some of the most powerful companies in the world to do things differently on this fund's behalf, like paying garment workers in Bangladesh a living wage; improving the safety of miners in Brazil; asking the world’s largest social media companies to do more to prevent the live streaming and distribution of objectionable content; joining forces with 320 investors who have US$33 trillion of assets under management to ask companies to adopt robust goals to reduce the impact of climate change
Read the report
Download our Ethical Report to read what this fund has done to make the world a better place in 2019.
AMP takes responsible investing into account for all of our funds. To see what this means, have a look at our responsible investment policy.
AMP Wealth Management New Zealand Limited is the issuer and manager of the AMP KiwiSaver Scheme (the 'Scheme'). The Supervisor of the Scheme is The New Zealand Guardian Trust Company Limited.
For more information, download a copy of the AMP KiwiSaver Scheme Product Disclosure Statement and Fund Update Booklet, which have been lodged on the Scheme's offers register entry at companiesoffice.govt.nz/disclose
While care has been taken to supply information on this website and within the chatbot tool that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission. The content provided is intended to be used as information only and does not constitute personalised advice. Before acting on any of the results provided, we recommend that you seek advice which takes your individual circumstances into account.
The content provided is intended to be used as information only and does not constitute personalised advice. Before acting on any of the results provided, we recommend that you seek advice which takes your individual circumstances into account.
A disclosure statement is available from your Adviser, on request and free of charge.