Do you invest in fossil fuel companies?

Do you invest in fossil fuel companies?

We don’t invest in companies that own proved & probable fossil fuel (coal, oil, or gas) reserves, and companies classified under the Bloomberg DM Ex NZ ESG Screened Index Methodology and the Bloomberg MSCI Global Aggregate Sustainability Select SRI Float Adjusted Indexes as being involved with fossil fuel production and supporting products and services. See more on the Ethical Investing page.
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      You may be able to invest in the name of a company, depending on the Company structure. Please contact us on info@simplicity.kiwi and provide the name and company number and we can provide further information. Company accounts require a minimum ...
    • Can I invest in the name of a Trust?

      Yes, you can invest in the name of a trust, but the application process is more involved. Complete the application form here. You'll need to provide ID for all the trustees and corporate directors (if applicable), a certified copy of the trust deed, ...
    • Are Simplicity Investment Funds ethical?

      Our business is ultimately a social enterprise, so responsible investing is an important issue for us and our members. We specifically exclude investments in companies with significant involvement in activities such as fossil fuel extraction, weapons ...
    • What funds can I invest in?

      Simplicity has ten investment fund options outside of our KiwiSaver scheme. In addition to our four diversified investment funds - Conservative, Balanced, Growth and High Growth funds (0.25% p.a., or $2.50 for every $1000 invested), we have six ...
    • Can I invest while living overseas?

      You can open an Investment Fund while you're living overseas provided you have valid ID, a current home address (it doesn’t need to be a NZ address) and an NZ bank account. Please complete the application here you’ll need to provide your details and ...

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