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About us
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Funds
TAHITO Te Tai ō Rehua Fund
TAHITO Trans-Tasman Fund

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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Funds
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Funds
Ngā Tahua
Funds 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.

 

The quantitative measures are integrated with ESG on a values basis. The qualitative measures are carried out through direct research.

Key features of the Funds

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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Funds

Nga Putea

Funds

TAHITO Te Tai ō Rehua Fund Performance

Te Hauwha Tuatoru: Mahuru 2020                

Fund Performance

 

* The benchmark is compromised of 50% of the S&P/NZX50 Portfolio Index and 50% (including Imputation credits) of the S&P/ASX200 Accumulation Index in New Zealand dollars.

 

performance v index

 

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Funds

TAHITO

Fund Analysis

Portfolio Analytics

model portfolio analytics

*Figures as at 30 September 2020

Portfolio Fossil Fuels

fossil fuel exposure

 

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.

Portfolio Carbon Emission Summary

Carbon Emissions Comparison

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)