Best Overseas Ethical Fund

This award will go to the overseas fund providing a strong ethical or impact track record, which is actively marketed in New Zealand and made available to New Zealand investors. Entrants will demonstrate that their fund operates with high ethical standards and provides strong positive outcomes.

Overseas funds are those where the fund’s investment management activities are primarily undertaken overseas. Note, this may include overseas funds with PIE certification and where a NZ provider acts as a host ‘manager’ for distribution and compliance with NZ licensing obligations. The fund may also be made available to New Zealand investors through distributors, financial advisers, ETFs or platforms.

Note: Mindful Money is in the process of adding companies with positive outcomes to portfolio disclosure for all funds. You can refer to the draft methodology used by Mindful Money here.

An administration fee of $250 + GST is charged for each award entry. An invoice will be sent to the contact details submitted with the award entry.

Please contact awards@mindfulmoney.nz if you have any queries about the awards process.

This is an online form, and you cannot save it, so you may want to answer each section offline and paste it in.