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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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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Te Hauwha tuatoru: Mahuru 2021 (Returns net of fees)
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.
The TAHITO Tai o Rehua portfolio holds no companies that own fossil fuels or fossil fuels reserves, relative to 5.4% in the MSCI ESG NZ-AU AAA or AA only companies. (NZ AU AA+ =New Zealand and Australian equities with an 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 o Rehua Fund are 89.3% lower than all NZ AU MSCI listed equities with a AAA or AA ESG rating. Carbon intensity is 79.7% lower and weighted average carbon intensity is 66.8% 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).
