The Fund is a wholesale unit trust managed by Clarity Funds Management Limited, in partnership with TAHITO Limited as the investment consultant. As a wholesale unit trust, the Fund is only open to investors who satisfy the criteria for wholesale investors. For more information contact us above.
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The TAHITO Process We have derived over 50 qualitative and quantitative measures from our indigenous value set that are applied to screen companies. These are not ‘negative screens’. We apply our measures mostly through a positive screening process. |
The quantitative measures are integrated with ESG on a values basis. The qualitative measures are carried out through direct research. |
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Key features of the Funds Te ngako o te Tahua:
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What we look for in companies:
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The companies in Te Tai ō Rehua (Trans-Tasman) Fund hold no fossil fuel reserves whereas 6.3% of MSCI listed equites with a AAA or AA ESG rating have gas and oil fossil fuels exposure.
*NZ AU AA+ = New Zealand and Australian equities with and ESG rating of AA or better.
*NZ AU IMI = The Morgan Stanley New Zealand and Australia Investable Market Index.
The carbon emissions in Te Tai ō Rehua (Trans-Tasman) Fund are 88.3% lower than all NZ AU MSCI listed equites with a AAA or AA ESG rating. Carbon intensity is 80.7% lower and weighted average carbon intensity is 54.3% lower. (NZ AU AA+ = New Zealand and Australian equities with and ESG rating of AA or better) (NZ AU IMI = The Morgan Stanley New Zealand and Australia Investable Market Index)
