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Te Whai Hua Performance
TAHITO Te Tai o Rehua Fund

The Fund was initially launched in October 2019 as a wholesale unit trust, limited to wholesale investors and managed by Clarity Funds Management Limited in partnership with TAHITO Limited as the investment consultant.

In June 2021, the Fund converted to a retail unit trust open to all investors.

For more information contact us above.

 

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Te Whai Hua Performance
Ngā Tahua
Fund Overview

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.


Māori ethics put people and the environment first
because both are fundamental to living and thriving.
This thinking is implicit in the ancestral Māori
worldview which centres on connection and
the interdependence of all things.

 


 

Key features of the Fund

Te ngako o te Tahua:

  • Positive ethical screening
  • High ESG quality Active management
  • Very low carbon foot print
  • Environmental and social impact
  • Competitive wholesale fees
  • Application of the indigenous ethical lens

What we look for in companies:

  • Display connectivity and value relationships
  • Serious about their ethics
  • People and the environment are high priority
  • Open and transparent
  • Share the wealth
  • Care for and give back to the community
  • Strong competent governance
  • Willingness to change and engage new technology
  • Long term sustainable growth potential
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Te Whai Hua Performance
Ngā Putea
Funds
TAHITO Te Tai o Rehua Fund Performance

TAHITO Te Tai o Rehua Fund Performance

 

Performance table

 

Pipiri 2022 (Returns net of fees)

 

Performance v benchmark

 

Benchmark - 50% NZX 50 Portfolio index (including imputation credits) / 50% ASX Accumulation 200
index (in NZD). Fund returns are after deductions for fees but before tax. Benchmark returns have no
deduction for fees or tax.

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Te Whai Hua Performance

Ngātahi o ESG

ESG Integration

Portfolio Analytics

Table

 

*Figures as at 30 June 2022

Portfolio Fossil Fuels

Fossil fuel exposure

 

The companies in the Te Tai o Rehua Fund hold no fossil fuel reserves
whereas 5.2% of MSCI listed equites with a AAA or AA ESG rating have
gas and oil fossil fuels exposure.

Portfolio Carbon Emission Summary

Carbon emissions

 

The carbon emissions in Te Tai o Rehua Fund are 85.1% lower than all NZ AU MSCI listed equites with a AAA or AA ESG rating. Carbon intensity is 74.5% lower and weighted average carbon intensity is 62% 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 Investible Market Index).

Ngā Tuhinga Haumi
Investment Documents

Investor Documents

TAHITO Environmental, Social and Governance Sustainability, Ethics and Impact Policy (ESG-SEI Policy)

TAHITO Te Tai o Rehua Statement of Investment Policies and Objectives

TAHITO Te Tai o Rehua Product Disclosure Statement

Ngā Tohu Whakahira o TAHITO - Fact Sheet June 2022

Te Pūrākau o TAHITO - The TAHITO Story

Reports

TAHITO Monthly Report - July 2022

TAHITO Monthly Report - May 2022

TAHITO Monthly Report - April 2022

TAHITO Quarter Report - March 2022

TAHITO Monthly Report - February 2022

TAHITO Monthly Report - January 2022

TAHITO Quarter Report - December 2021

TAHITO Monthly Report - November 2021

Fund Updates

TAHITO Quarterly Fund Update (June 2022)

TAHITO Quarterly Fund Update (March 2022)

TAHITO Quarterly Fund Update (December 2021)

TAHITO Quarterly Fund Update (September 2021)