Foundation Series Global ESG Fund
The Fund aims for high long-run returns by investing in Exchange-Traded Funds (‘ETFs’) that invests in shares of large, mid-sized and small companies listed on international stock markets.
Higher numbers mean bigger ups and downs in value.
Set by the fund manager. No InvestNow account fees.
Or $50 per fund with a Regular Investment Plan.
About this fund
The Fund aims for high long-run returns by investing in Exchange-Traded Funds (‘ETFs’) that invests in shares of large, mid-sized and small companies listed on international stock markets. The Fund incorporates certain responsible investment considerations and is exposed to investment strategies that seek to limit exposure to companies involved in particular business practices. The Fund’s objective is to perform broadly in line with the return of its investment benchmark before fees and tax over the long-term. The Fund’s investment benchmark is a composite index consisting of 67% FTSE USA All Cap Choice TR NZD Index and 33% FTSE Global All Cap ex USA Choice TR NZD Index.
Before investing, read the Product Disclosure Statement and latest fund update.
Fund facts
Fund performance
Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.
Growth of $10,000
Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.
What the fund invests in
A snapshot of the fund’s investments, updated from the manager’s latest fund update.
Asset allocation
As at 30/06/2026. Source: Morningstar.
Fees and costs
InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.
Fund documents
Read the Product Disclosure Statement and other fund information before you invest.
InvestNow
There are 10 investment options from the Foundation Series Funds (Foundation Series) available on the InvestNow platform – including a range of Diversified and International Equities Funds.
The Foundation Series Funds are InvestNow’s house-brand range of funds designed to provide simple, diversified exposure to key investment markets. The Foundation Series Funds are structured with choice, transparency, and value top of mind, to offer long-term investors access to some of the most cost-effective investment funds in New Zealand.
View InvestNowLearn about managed funds
More articles, guides and webinars related to this topic.
Ready to invest in Foundation Series Global ESG Fund?
Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.