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Socially responsible investment (SRI)

(Click here to download our SRI Philosophy)

Huljich Wealth Management (New Zealand) Limited (Huljich) recognises that environmental, social and corporate governance (ESG) issues can be important when making investment decisions. In recognising these issues, responsible investment, including ESG considerations, is taken into account in all of our investment policies and procedures.

Huljich practises Socially Responsible Investment (SRI) and is a signatory of the United Nations Principles for Responsible Investment (UNPRI). Signing the Principles means we have committed to observing a set of environmental, social and corporate governance principles - an action that will benefit not only Huljich investors but society as a whole.

Objective

At Huljich, our objective is to protect and build the wealth of our investors so they can enjoy a better standard of living in retirement. As a Socially Responsible Investor we offer our investors the opportunity to firstly pursue their financial goals and secondly invest in a manner consistent with their values. In today's rapidly changing global economy, we believe companies that proactively manage environmental, social and corporate governance issues will be best positioned to outperform over the long-term.

Philosophy

Our guiding philosophy is to endeavour to hold a diversified portfolio of carefully selected, high quality growth assets that the Manager considers to be environmentally and socially responsible.

Approach

In selecting individual shares and other investments, the Manager will use a combination of negative screening (avoiding certain investments) and positive screening (favouring certain investments) criteria throughout the Huljich Ongoing Equity Investment Process. The criteria adopted may change over time as standards relating to corporate reporting accountability and codes of conduct advance.

Please see our Ongoing Equity Investment Process for more information.

KiwiSaver - Our Commitment To You >>

All Huljich investment policies and procedures follow our Ongoing Equity Investment Process. In addition, all Huljich KiwiSaver Funds follow our SRI guidelines and adhere to the following standards:

  • all clients' funds and investments are held in trust by an independent trustee, Trustees Executors Superannuation Limited (a subsidiary of New Zealand's oldest and most reputable trustee company, Trustees Executors Limited). We also report regularly to both the trustee and Government Actuary;
  • there are no hidden fees. As direct investors, our approach minimises fees and maximises returns for our members;
  • we do not invest in undemocratic regimes or countries with a high degree of corruption;
  • the Huljich KiwiSaver Scheme is registered under the KiwiSaver Act 2006, and accordingly our members can access all of the government incentives through the Scheme;
  • our members can expect exceptional service every step of the way. We are always here to help;
  • we keep our members up-to-date on how their savings are growing with daily performance updates on our website (http://www.huljich.co.nz), quarterly newsletters, annual transaction statements and annual reports;
  • you can trust us to always act in your best interests; and we promise to make KiwiSaver easy form the day you join to long after you retire.

The Principles for Responsible Investment >>

As a signatory of the United Nations Principles for Responsible Investment (UNPRI), we at Huljich are proud to adhere to the following Principles:

  1. We will incorporate ESG issues into the investment analysis and decision-making processes.
  2. We will be active owners and incorporate ESG issues into our ownership polices and practices.
  3. We will seek appropriate disclosure on ESG issues by the entities in which we invest.
  4. We will promote acceptance and implementation of the Principles within the investment industry.
  5. We will work together to enhance our effectiveness in implementing the Principles.
  6. We will each report on our activities and progress towards implementing the Principles.

As institutional investors, we have a duty to act in the best long-term interests of our beneficiaries. In this fiduciary role, we believe that ESG issues can affect the performance of investment portfolios (to varying degrees across companies, sectors, regions, asset classes and through time). We also recognise that applying these Principles may better align investors with broader objectives of society.

Visit the United Nations for Responsible Investment (UNPRI) website for more information.

 

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