24/06/2026
Performance with principles.
It's not a compromise, it's a choice.
22.28% return for the financial year ending March 2026.
7.47% five year average return. Delivered by investing only in companies that meet our strict ethical mandate.
Values and returns. Held to the same standard.
- Always-Ethical Limited is the issuer of AE KiwiSaver Plan. Please refer to the AE KiwiSaver Plan Product Disclosure Statement on our website www.always-ethical.com.
- In accordance with our strict ethical mandate https://always-ethical.com/our-strict-ethical-mandate/. The annual audit report on our ethical mandate is conducted by William Buck. Refer to the Mindful Money website https://mindfulmoney.nz/kiwisaver/checker/ to verify our ethical standards. The fund itself does not invest in any prohibited activities. The underlying equity investments may, provided the prohibited investment is under 5% of the businesses activity and appropriately purified by donating to the charity for the poor.
- The ESG (environment, social, governance) risk weighted average of the fund is calculated at 22.38 as at 5th May 2026. This registers as MEDIUM on the ESG risk scale.
- Past performance is not necessarily an indicator of future performance and return periods may differ. Returns maybe negative or positive and are after deductions for charges but before tax.
- This information is not financial advice and therefore should not be relied upon as financial advice.
