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Always-Ethical

Grow with AE

Strictly Shari’ah Compliant! NO RIBA.

We actively manage your money to grow your returns.

We invest in strong balance sheet businesses that are doing or making something for the good of humanity.

AE Products

KiwiSaver has a range of benefits for employer or government contributions and first home withdrawal

This fund allows you to withdraw your money when you want

Why invest with AE?

Active Management

We have an active management strategy to give you best performance.

Ethical

We have auditable ethical standards to uphold your values.

No gambling

We do not invest in products involving chance

Low debt businesses

We only invest in blue chip US listed equities

Strict ethical mandate

We do not invest in Prohibited Investments

Risk Management

We check investments daily, invest directly and we invest on a 5 year investment horizon

Why Invest

Our Strict Ethical Mandate

Up to 50 equities, being ordinary shares listed on the NYSE or NASDAQ and cash, USD or NZD.

Investments

All our investments are ordinary shares in US listed companies

Our Latest

Performance

Outstanding performance* to grow your investment

*past performance is no guarantee of future performance

AE KiwiSaver

Investment Performance Returns
(Net of Expenses and Before Tax) to 31 March 2021 (audited)

Reporting Period
Fund Return (%) NZD
1 year
3 years (p.a.) *
5 years (p.a.) *
11.57%
16.77%
9.50%

*Calculated as a compound annual growth rate

AE Investor

Investment Performance Returns
(Net of Expenses and Before Tax) to 31 March 2021 (audited)

Reporting Period
Fund Return (%) USD
1 year
3 years (p.a.) *
5 years (p.a.) *
29.12%
14.48%
9.42%

*Calculated as a compound annual growth rate