How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
Sustainable Plus classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, with embedded, measurable and reported sustainability objectives aligned with portfolio holdings and stewardship practices, adhering to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.
Themes & Issues
Society
High scoring ESG companies
Included
Tobacco
Fully avoided
Armaments
Mostly avoided
Fossil fuels
Mostly avoided
Nuclear power
Partially avoided
Environment
High scoring ESG companies
Included
Tobacco
Fully avoided
Armaments
Mostly avoided
Fossil fuels
Mostly avoided
Nuclear power
Partially avoided
For RIAA’s definitions of the themes included and issues avoided, please view this guide . Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.
Overview
Sustainable InvestingThe Manager believes investing sustainably will deliver long-term returns in line with or better than the broader marketindex. The Manager has a clear approach to sustainable investing (see the Sustainable Investment Philosophy, availableat amp.co.nz/si) that avoids investing in companies that are involved in businesses or sectors that are our focus areas interms of non-sustainability. These focus areas are informed by what we and our clients determine to be harmful to theworld. The Manager will continue to evolve this approach and seek to find opportunities to support positive changethrough investing in companies that demonstrate strong environmental, social and governance attributes.
Description
The AMP KiwiSaver Balanced Fund follows the AMP Sustainable Investment Philosophy principles. The approach has four key elements: Sustainable Investment Exclusions; Integration of ESG considerations into our investment decisions; commitment to net zero tCO2e emissions across our investment portfolios by 2050 or sooner;Â and Stewardship through voting and engagement with companies.Â
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Themes & Issues
1
themes included
1
issues fully avoided
2
issues mostly avoided
1
issues partially avoided
Product Targets
Retail
Certified Since
Last date certified
March 18, 2024
Primary RI Strategy
Negative Screening
Secondary RI Strategy
ESG Integration