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About us
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Funds
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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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 o Rehua Fund Performance

Te Hauwha tuarua: Pipiri 2021 (Returns net of fees)    

Fund Performance

 

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.

 

performance v index

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Funds

TAHITO

Fund Analysis

Portfolio Analytics

model portfolio analytics

 

*Figures as at 30 June 2021

Portfolio Fossil Fuels

fossil fuel exposure

 

The TAHITO Tai o Rehua portfolio holds no companies that own fossil fuels or fossil fuels reserves, relative to 5.6%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).

Portfolio Carbon Emission Summary

Carbon Emissions Comparison

The carbon emissions in Te Tai o Rehua Fund are 92.7% lower than all NZ AU MSCI listed equities with a AAA or AA ESG rating. Carbon intensity is 83.6% lower and weighted average carbon intensity is 66.6% 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).