Annual fund charge
0.34%
vs peer avg 0.95%
Risk indicator
5/7
1 = lower risk · 7 = higher risk
5-year return p.a.
17.72%
peer avg 6.03%
Fund size
NZ$43.5m
98% growth · 2% income
The Smart US ESG ETF is designed to track the return (before tax, fees and other expenses) of the MSCI USA Screened Index. The Index is comprised of US companies screened for exposure to controversial weapons, civilian firearms, tobacco, thermal coal and oil sands. The Index excludes companies that fail to comply with the United Nations Global Compact Principles. For more information, please refer to the Smart Responsible Investment Policy.
About this category
Funds investing in shares listed outside Australasia. Includes broad global trackers, regional funds, ESG-focused strategies, and theme funds covering automation, healthcare, water and other sectors.
About Smartshares
NZ’s largest ETF issuer, owned by NZX. Tickers trade on NZX Main Board.
Parent: NZX Limited
See all funds from Smartshares →Head-to-head
Compare Smart US ESG ETF with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
Peer funds
Other International Equities funds
Amova
Amova Global Shares Fund
PIE
Amova
Amova Global Shares Hedged Fund
PIE NZD hedged
AMP
AMP International Shares Managed Fund
PIE
Antipodes
Antipodes Global Fund – Long (PIE)
PIE
ANZ Investments
ANZ Investments OneAnswer International Share Fund
PIE
Elevation Capital
Elevation Capital Global Shares Fund
PIE