He tahua matatika iwi taketake, he tahua toitū te tahua. E whakamahi ana te tahua i ngā mātaitanga pāhekoheko tōrunga a ESG hei tīpako i ngā haumitanga. Ko ngā whaipainga iwi taketake, me ngā mātāpono a te Māori ka noho hei tūāpapa mō te iho matua o te Tahua me te tīpakotanga haumitanga. Ka whakarato te Tahua i te pānga taurimatanga hohe ki ngā tūtanga pakihi o ngā pakihi nō Aotearoa me Ahitereiria i tīpakohia i runga anō i te iho matua haumitanga o TAHITO. Ka whai te Tahua ki te whakatipu i te hua pai ake i te paerewa i te wā waenga ki te wā roa.The Fund is an indigenous ethical and sustainable fund. The Fund uses positive ESG integrated screens in selecting investments. Māori indigenous values and principles serve as the foundation to the Fund’s philosophy and investment selection process.The Fund will provide actively managed exposure to a portfolio of primarily New Zealand and Australian companies that have been selected in accordance with the TAHITO investment philosophy. The Fund aims to generate a better return than the benchmarkover the medium to long term.Whāinga: Ka whakarato te Tahua i te pānga taurimatanga hohe ki ngā tūtanga pakihi o ngā pakihi nō Aotearoa me Ahitereiria i tīpakohia i runga anō i te iho matua haumitanga o TAHITO. Ka whai te Tahua ki te whakatipu i te hua pai ake i te paerewa i te wā waenga ki te wā roa.Rautaki: He tahua matatika iwi taketake, he tahua toitū te tahua. E whakamahi ana te tahua i ngā mātaitanga pāhekoheko tōrunga a ESG hei tīpako i ngā haumitanga. Ko ngā whaipainga iwi taketake, me ngā mātāpono a te Māori ka noho hei tūāpapa mō te iho matua o te Tahua me te tīpakotanga haumitanga. Ko te whāinga o te Tahua ki te whakarato pikinga uara i te wā waenga ki te wā roa i te pānga āta taurima i tetahi huinga haumitanga o ngā pākihi nō Aotearoa me Ahitereiria i rangahauhia paitia.Paeraro: 50 ōrau o te Taupū Huinga Haumitanga S&P/NZX50 me te 50 ōrau (tae atu ki ngā taurewa Whakarite) o te Tātai Whakaemitanga S&P/ASX200 i roto i ngā tāra o Aotearoa.Objective: The Fund will provide actively managed exposure to a portfolio of primarily New Zealand and Australian companies that have been selected in accordance with the TAHITO investment philosophy. The Fund aims to generate a better return than the benchmark over the medium to long term.Strategy: The Fund is an indigenous ethical and sustainable fund. The Fund uses positive ESG integrated screens in selecting investments. Māori indigenous values and principles serve as the foundation to the Fund’s philosophy and investment selection process. The Fund aims to generate capital growth over the medium to long term by by active management of a select portfolio of well researched New Zealand and Australian companies.Benchmark: 50% S&P/NZX50 Portfolio Index Gross with Imputation and 50% S&P/ASX200 Accumulation Index in New Zealand dollars

Our investment process is measuring ‘Aroha Connection’. In essence we are measuring behaviours. We measure the transition of companies from;•         the ‘substantive’, internally focused, self-absorbed behaviours, 

•         to the indigenous ideal of ‘Relational’, externally connected, collective, compassionate behaviours. 

We put the environment before people, people before profit and the collective before the individual. What this simply means in practice is; that companies must first pass our non-financial measures before they can be considered for investment.

We have developed our own taxonomy. We use ethical and sustainable screens in selecting investments, for which Māori indigenous values, and eithcs serve as the foundation. 

Our first fund is TAHITO Te Tai o Rehua, it is an Australasian equities fund. Te ‘Tai o Rehua’ is the Māori name for the Tasman Sea, the body of water between Australia and New Zealand. 

The TAHITO system favours companies that:•         Display connectivity & value relationships

•         Serious about their ethics

•         Hold people & environment in high priority

•         Care for and give back to the community

•         Have long term sustainable growth potential

High scoring companies;•         Set clear and achievable sustainability targets

•         Understand and measure their ‘externalities’

•         Adopt credible sustainability reporting systems

•         Are transparent with and accountable for their non-financial measures

•         Demonstrate how they intend to reduce or better these measures

•         Have incorporated or are moving toward circular economy principles

Please also see section 7 of our TAHIOT ESG-SEI Policy.BXB TAHITO Review Sep 2021.pdf 998.71 KB