ESG International Share Fund

The ESG International Share Fund provides a diversified exposure to international equities (excluding Australia) that meet certain ethical investment criteria.

Key Features

  • 100% exposure to international equities (excluding Australia)
  • Invests in the State Street Climate ESG Fund
  • 50% currency hedged to the New Zealand dollar
  • Targets significant emissions reduction (e.g. 70% lower than benchmark)
  • Excludes fossil fuels, weapons, and other harmful sectors

Suitable For

  • Growth-oriented investors
  • Long-term horizon (5+ years)
  • Those seeking broad global equity diversification
  • Investors with strong climate and ESG values
  • Preference for passive, index-based exposure

Objective

To generate a total return similar to the MSCI World ex Australia Index (50% hedged to NZ dollars), subject to meeting certain ethical investment criteria, before taking into account fees and expenses.

Latest Fund Performance

10.8%

1 year

-7.8%

3 months

Latest Unit Price (NAV)

2.2566

Fund Value

NZD
$78,008,123

Risk Level

High

Average Annual Return

Since inception December 2005

8.8%

Estimated Fund Fees

0.41%

Minimum Suggested Timeframe

5 years

Minimum Investment

$25,000

Figures correct as at 31 March 2025.

Please refer to the Product Disclosure Statement for more information, including for details on the management fees and estimated administration charges that make up the annual fund charges.

Returns are before fees, expenses and taxes and annualised for periods longer than one year. Past performance is not indicative of future performance and is not guaranteed by Trust Management, the Supervisor or the underlying Investment Managers. Performance calculations for the Funds comprise the returns for the Trust Investments Group Investment Funds up to and including 31 March 2020 and for the Trust Management PIE Funds from 1 April 2020.