AMP KiwiSaver Scheme and the New Zealand Retirement Trust funds
It is this diversity of approaches that benefits our investors in the AMP KiwiSaver Scheme and the New Zealand Retirement Trust (NZRT). With funds available from a range of New Zealand’s leading fund managers (AMP Capital, ANZ, ASB, Mercer, Nikko), investors have a range of funds, and approaches to responsible investing, to choose from.
All of the funds offered follow the AMP Responsible Investment Policy and exclude direct investments in companies involved in the manufacture of cluster munitions, anti-personnel mines and nuclear explosive devices.
Each of our fund managers also have their own responsible investment policies as well which may, for example, exclude investments or take an active approach in changing practices of companies in other industries like tobacco or certain companies on moral or ethical grounds.
*From 25 June 2018 Mercer (N.Z.) Limited will replace Fisher Funds Management Limited as the underlying fund manager. At this time the assets of the fund will begin to transition to Mercer and the fund will be renamed the Mercer Balanced Fund.
AMP Responsible Investment Balanced Fund
We also offer our members in the AMP KiwiSaver Scheme and NZRT a dedicated responsible investment fund, the AMP Responsible Investment Balanced Fund. This fund avoids companies operating production or manufacturing within sectors with recognised high negative social impact. What’s more it strives to seek out funds and fund managers which identify companies that are leaders across industries in their responsible investment approach, including in relation to environmental, social, governance, ethical and labour standards. The AMP Responsible Investment Balanced Fund is certified by Responsible Investment Association Australasia.
Important informationShow more
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 https://www.companiesoffice.govt.nz/disclose.
The information included in this article is of a general nature and is not a substitute for financial or other professional advice. To the extent that the information constitutes advice, it is class advice only. Before taking any action, you should always seek financial advice or other professional advice relevant to your personal circumstances. For personal financial advice, we recommend you contact your adviser or if you don't have an adviser, contact us on 0800 267 263 and we can put you in touch with one.
A disclosure statement is available from your adviser, on request and free of charge.