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
Armaments
Fully avoided
Gambling
Fully avoided
Pornography
Fully avoided
Tobacco
Fully avoided
Environment
High scoring ESG companies
Included
Armaments
Fully avoided
Gambling
Fully avoided
Pornography
Fully avoided
Tobacco
Fully 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
We strongly believe that addressing Environmental, Social and Governance (ESG) related issues is important to underpinning the long-term health and effectiveness of capital markets. We also believe incorporating ESG principles into our investment process can help achieve our objective of delivering superior and sustainable returns to our investors by identifying the material effects ESG factors can have on a company’s long-term sustainability and prosperity.
Mint is a signatory to the UN-supported Principles for Responsible Investment and the Aotearoa New Zealand Stewardship Code. Our Responsible Investment and Stewardship Policies give a full and comprehensive explanation of our responsible investment approach, including providing detail on the following:
•Full information on Mint’s exclusions, including the industries and sectors we exclude.
•The additional responsible investment objectives of Mint’s New Zealand SRI Equity Fund, and where reporting on these objectives can be found.
•The definitions of Stewardship, ESG Integration and Exclusions.
•The assessment we undertake for our external managers.
•The benefits of the initiatives we are signatories to and members of.
Both the Responsible Investment and Stewardship Policies are available at www.mintasset.co.nz and www.business.govt.nz/disclose.
Description
Mint New Zealand SRI Equity Fund is a single asset class Fund, which typically invests in New Zealand listed equities.
Investors should expect returns and risk commensurate with the New Zealand share market. The Fund has been designed to meet specific responsible investment criteria, with the aim of building a portfolio where the holdings in aggregate, generate a better ESG score in our systems than the benchmark S&P/NZX50 Gross Index.
The Fund has an investment objective of outperforming the S&P/NZX50 Gross Index after fees and expenses, over the medium to long term.
We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.
Themes & Issues
1
themes included
4
issues fully avoided
0
issues mostly avoided
0
issues partially avoided
Product Targets
Wholesale
Retail
Institutional
Certified Since
2024
Last date certified
April 11, 2024
Primary RI Strategy
ESG Integration
Secondary RI Strategy
Positive Screening