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World first fund joins InvestNow

The latest fund on the InvestNow platform is an indigenous, ethical and sustainable fund.

Friday, August 13th 2021, 7:27AM 2 Comments

The Tahito Fund, which has $4.3 million of funds under management, uses positive Environment, Social and Governance (ESG) integrated screens in selecting investments. Māori indigenous values and principles serve as the foundation to the fund’s philosophy and investment selection process.

Tahito is managed by Clarity Funds Management in partnership with Tahito as the investment adviser.

Clarity and Tahitao are part of the Investment Services Group which includes Devon Funds Management, Select Wealth and JMI Wealth. 

"We see InvestNow as a great partner to help us engage with the growing audience of online investors," Tahito portfolio manager Temuera Hall says.

"Investors are looking for opportunities to make investment decisions aligned to their personal preferences and beliefs. Our fund clearly delivers that on two fronts - ethical and sustainable investing based on Māori indigenous values." 

He says Tahito is a world first in applying indigenous knowledge to financial services.

"The process combines Māori ancestral knowledge with sophisticated, environmental, social and governance data capture technology and strong financial analysis. In applying this investment approach, we are endeavouring to select New Zealand and Australian companies that best display collective and relational ethics and behaviours derived from indigenous Māori culture and ancestry." 

Tahito's top 10 holdings at June 30 were: Commonwealth Bank of Australia, Spark, Summerset, Cash, ALS (ASX listed), Kiwi Property, Mercury, Fisher & Paykel Healthcare, Sims Ltd (ASX listed), and Meridian Energy.

InvestNow has more than $1 billion in funds under administration.

Tags: Clarity Funds Management InvestNow Tahito

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Comments from our readers

On 13 August 2021 at 9:53 am Mike Heath, GM InvestNow said:
We are really pleased to be working with Tem and his team at Tahito. For us it’s essential that we
continue to enhance our offering to ensure that it remains relevant and current for the changing
values and priorities of retail Kiwi investors. Offering the TAHITO Te Tai o Rehua Fund is a perfect example of this. Mike Heath, GM Investnow.
On 13 August 2021 at 5:49 pm Graeme33 said:
I believe the Funds under Management are about 1 percent of the ISG Portfolio...maybe a cynical person would say its a token gesture to maori thought processes and the whole thing is just an irellevance Graeme Adams

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Last updated: 29 September 2021 8:51am

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