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TAHITO
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Australasian shares, Shares

TAHITO Ethical Sustainable Fund

The Fund is an indigenous ethical and sustainable fund. The Fund uses positive ESG integrated screens in selecting investments.

Risk indicator
5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
1.20% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
$3.5393

As at 30/10/2026. Buy/sell spread 0.22% / 0.22%.

About this fund

The Fund is an indigenous ethical and sustainable fund. The Fund uses positive ESG integrated screens in selecting investments. Māori indigenous values and principles serve as the foundation to the Fund’s philosophy and investment selection process. The Fund will provide actively managed exposure to a portfolio of primarily New Zealand and Australian companies that have been selected in accordance with the TAHITO investment philosophy. The Fund aims to generate a better return than the benchmark over the medium to long term.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
TAHITO
Fund type
Managed fund (PIE)
Asset class
Australasian shares, Shares
Management style
Active
Inception date
17/06/2021
Fund size
$26.33M as at 30/10/2026
Distributions
–
Regular Investment Plan
Not available
InvestNow KiwiSaver
Not available

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

TAHITO Ethical Sustainable Fund
 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
TAHITO Ethical Sustainable Fund
2.61%
3.82%
-4.64%
7.23%
2.48%
–
2.39%

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

Australasian shares
58.9%
International shares
28.2%
Listed property
7.0%
Cash
5.8%

As at 31/05/2026. 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.

Fee
Amount
What it means
Estimated annual fund charge
1.20% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0.22% / 0.22%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
TAHITO logo
About the manager

TAHITO

The TAHITO Ethical Sustainable Fund is an Australasian equities fund, available to customers on the InvestNow platform.

Learn more about TAHITO, their investment option available to InvestNow customers, and access their latest news and updates below.

View TAHITO
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Ready to invest in TAHITO Ethical Sustainable Fund?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.