An ethical approach to investing with Always-Ethical KiwiSaver

Join us as we introduce you to Brian from Always-Ethical, in what promises to be an enlightening conversation about the intersection of values and investing.

This episode offers a rare opportunity for a deep dive into the why and how of Always-Ethical investing. We'll explore their unwavering mandate, examine their thorough practices, and discuss their commitment to operating transparency that sets them apart in the investment landscape.

As our guest Brian will share the fundamental values that drive every investment decision, revealing how Always-Ethical have built a fund that never compromises on ethical standards. We'll also hear some of his personal story - the journey and experiences that led to founding a fund where "always ethical" isn't just a tagline, but a lived commitment.

Whether you're a seasoned investor questioning traditional approaches, or someone just beginning to explore how your money can reflect your values, this conversation will provide practical insights into what truly ethical investing looks like in practice.

Discover how Always-Ethical is proving that you don't have to choose between strong returns and strong principles.
 
Key Topics:

• The Always-Ethical mandate and what it means in practice
  
  
• Investment screening processes and decision-making frameworks
  
  
• Transparency standards
  
  
• Personal journey and motivation behind ethical investing
  
  
• Practical advice for values-based investors

PDS Disclaimer
Always-Ethical Limited is the issuer of AE KiwiSaver Plan. Please refer to the AE KiwiSaver Plan Product Disclosure Statement on our website https://always-ethical.com.

Ethical Mandate Disclaimer
In accordance with our strict ethical mandate  https://always-ethical.com/our-strict.... The annual audit report on our ethical mandate is conducted by William Buck. Refer to the Mindful Money website https://mindfulmoney.nz/kiwisaver/che... to verify our ethical standards. The fund itself does not invest in any prohibited activities. The underlying equity investments may, provided the prohibited investment is under 5% of the businesses activity and appropriately purified by donating to the charity for the poor.

Ethical Disclaimer
The ESG (environment, social, governance) risk weighted average of the fund is calculated at 16.96 as at 31st March 2025. This registers as LOW on the ESG risk scale.

Performance Disclaimer
Past performance is not necessarily an indicator of future performance and return periods may differ. Returns maybe negative or positive. Returns are after fees and before taxes. 

Financial Advice Disclaimer 
This information is not financial advice and therefore should not be relied upon as financial advice.