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.
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:
What we look for in companies:
Pipiri 2022 (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 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).
