Investing for a sustainable future with Kōura Wealth
Our funds and investment strategies aim to deliver financial returns whilst also supporting ethical practices, environmental stewardship, and social responsibility.
At Kōura, we believe everyone needs to do their bit to ensure we live in a sustainable world. Though we rely on external funds and face limitations, we strive to influence positive corporate behavior. Our Investment Committee reviews our ESG adherence annually, ensuring continuous improvement in our responsible investing practices.
We use a two-step process for choosing investments: First, we completely avoid the nastiest industries (and then we only pick the most sustainable and ethical of the remaining companies). What’s more, we also take into account companies' behaviours when choosing whether to invest.
Our exclusions
We will apply an exclusion list that aligns with the NZ Super exclusions list and, where possible, exceed these standards.
Cluster Munitions
Nuclear Explosive Devices
Anti-personnel mines
Tobacco
Whale Meat
Recreational Cannabis
Civilian firearms, or parts.
Our responsible investment policy
Our responsible investment policy sets out our responsible investment approach, detailing how we incorporate Environmental, Social, and Governance (ESG) principles into our investment decisions to achieve sustainable and ethical financial returns.