Thrive+ Sustainable Growth

FSF7669AU

Thrive+ Sustainable Growth FSF7669AU Strategy

The option manages to ‘sustainable investment’ criteria that encourages investment in companies with strong environment, social and governance characteristics. It seeks to avoid companies or activities that have a highly adverse effect on the environment or society. This option is governed by the Thrive+ Sustainable Investment Charter. The option allocates 80% to growth assets and 20% to defensive assets and across a number of investment managers. The portfolio aims to hedge currency risk except for part of the allocation to global shares.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Listed Investment Companies monthly performance: May 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,076.6025.40-0.28%
CAC 407,743.0033.680.44%
DAX 4024,162.8629.64-0.12%
Dow JONES (US)44,175.61206.970.47%
FTSE 1009,095.735.04-0.06%
HKSE24,858.82222.81-0.89%
NASDAQ21,450.02207.320.98%
Nikkei 22541,820.48761.331.85%
NZX 50 Index12,844.6342.47-0.33%
S&P 5006,389.4549.450.78%
S&P/ASX 2008,807.1024.30-0.28%
SSE Composite Index3,635.134.54-0.12%

Market Movers