| 词条 | New Zealand Superannuation Fund |
| 释义 |
| name = New Zealand Superannuation Fund | logo = Superfund_logo.jpg | type = Sovereign wealth fund | genre = | foundation = {{start date and age|2001}} | founder = Michael Cullen | location_city = Auckland | location_country = New Zealand | location = | locations = | key_people = *Grant Robertson - Minister of Finance
| industry = Institutional Investment | products = | services = | revenue = | operating_income = {{increase}} $4.0 Billion (Year to June 2018)[2] | assets = {{increase}} $39.4 Billion (June 2018)[3] | equity = | owner = Government of New Zealand | num_employees = | parent = Guardians of the New Zealand Superannuation[4] | divisions = | subsid = *CNI Timber Operating Company[5]
| slogan = | homepage = {{URL|https://www.nzsuperfund.co.nz}} | footnotes = | intl = }} The New Zealand Superannuation Fund is a sovereign wealth fund in New Zealand. New Zealand currently provides universal superannuation for people over 65 years of age and the purpose of the Fund is to partially pre-fund the future cost of the New Zealand Superannuation pension, which is expected to increase as a result of New Zealand's ageing population. The fund is a member of the International Forum of Sovereign Wealth Funds and is therefore signed up to the Santiago Principles on best practice in managing sovereign wealth funds.[7] FoundationThe Superannuation Fund was created by the New Zealand Superannuation and Retirement Act 2001[8] on 11 October 2001 by Michael Cullen, who was then Minister of Finance under the Fifth Labour Government, and is colloquially known as the "Cullen Fund".[9] The New Zealand Government had contributed $14.88b to the fund by 2012.[10] The sovereign fund posted a record 25.8% return in the twelve months till 30 June 2013.[11] In the 2009 New Zealand budget the National Government suspended payments to the fund.[12] Contributions were proposed to resume in 2020/21 when the Government's net debt to GDP falls below 20% again.[13] Instead, the new Labour-led government started payments into the superfund again in December 2017.[14] InvestmentsA full list of investments for current and previous years can be seen at the [https://www.nzsuperfund.co.nz/publications/annual-equity-listings Annual Equity Listing] page at the NZ Super Fund's website. LanzaTechThe Fund invested US$60 million into Chicago based LanzaTech in December 2014. View | Dynamic GlassDuring August 2015, The New Zealand Superannuation invested US$75 million into American-based electrochromic glass company View with a percentage owned not being released.[1] Z EnergyThe Fund has had a high profile in New Zealand after it and Infratil (a publicly listed New Zealand company) acquired Royal Dutch Shell's downstream assets in New Zealand, since renamed Z Energy.[15][16] The superannuation holds a 20% share in Z Energy. Metlifecare LimitedNew Zealand Super Fund hold a 19.93% share of Metlifecare Limited,[17] one of New Zealands largest retirement village providers. Metlifecare currently own and operate 25 retirement villages throughout the North Island.[18] Metlifecare is also dual listed as main components on both the NZX and ASX main boards. They are competitors to Ryman Healthcare. Kaingaroa Timberlands PartnershipOn Feb, 28th 2014, The Fund sold 2.5% of its stake in the Kaingaroa Timberlands Partnership to the Kakano Investment Limited Partnership, reducing its share from 41.25% to a 38.75% stake in the Kaingaroa partnership. Other InvestmentsOther investments include a 7,943,351 share (0.71%) stake in partially state-owned and controlled (51.95% - state-owned portion) company Air New Zealand.[19] The Super Fund also holds a 37.59% stake in Datacom Group.[20] ExclusionsThe Superfund maintains a list of excluded companies similar to the Government Pension Fund of Norway.[21] The Superfund will not invest in the companies within the list. The list includes,
ControversiesBanco Espirito SantoIn February 2015 the Superfund wrote off a $150 million loss in a Goldman Sachs organised loan to the Portuguese Banco Espirito Santo. The loss represented 0.7% of the total value of the Superfund's investment portfolio at that time.[22] Managers of the Superfund appeared before Parliament's commerce select committee on 26 February 2015 where they confirmed that legal action had been commenced against the Bank of Portugal to recover the lost money.[23] DivestmentThe Superfund's investment portfolio is the subject of ongoing debate. Labour Party MP David Shearer called in August 2014 for divestment from a company manufacturing white phosphorus which is used by the Israeli Defence Force as a weapon.[24] In February 2015 Green Party MP Russel Norman called for the Superfund to divest $676 million from fossil fuel companies.[25] In August 2017 the Superfund quit or reduced holdings in 300 fossil fuel companies, making 40% of all Superfund investments carbon neutral. Companies include: Exxon Mobil, Anadarko, Shell, BP, Statoil, New Zealand Oil & Gas, Genesis Energy, Alliant Energy, Berkshire Hathaway, Chevron, Rio Tinto, ConocoPhillips, Mitsubishi and Occidental Petroleum. Chief investment officer Matt Whineray stated, "We think that climate change represents a material risk, one that is not being properly priced by the markets." [26] Fossil fuel divestment campaign organisation 350.org Aotearoa had been campaigning for the New Zealand Superfund to divest from fossil fuels for one year.[27] 350 Aotearoa and Greenpeace Aotearoa New Zealand supported the decision, calling it a "turning point for New Zealand."[28]References1. ^1 {{cite web|url=http://i.stuff.co.nz/business/71106123/nz-super-fund-invests-in-us-smart-glass-company|title=NZ Super Fund invests in US smart glass company|publisher=|accessdate=2 December 2016}} 2. ^https://ar2018.nzsuperfund.nz/ 3. ^https://ar2018.nzsuperfund.nz/ 4. ^{{cite web|url=http://www.oag.govt.nz/2010/performance-audits/nz-superannuation-fund.htm|title=Guardians of New Zealand Superannuation: Governance and management of the New Zealand Superannuation Fund — Office of the Auditor-General New Zealand|publisher=|accessdate=2 December 2016}} 5. ^https://www.business.govt.nz/companies/app/ui/pages/companies/1283385/shareholdings?backurl=%2Fcompanies%2Fapp%2Fui%2Fpages%2Findividual%2Fsearch%3Fq%3DNew+Zealand+superannuation+%26start%3D%26entitySearch%3D%26addressKeyword%3D%26postalCode%3D%26country%3D%26addressType%3D%26advancedPanel%3Dtrue%26roleType%3DSHR%26indEntityTypes%3DALL%26indEntityStatusGroups%3DALL%26indDirStatus%3DALL%26sf%3D%26sd%3D 6. ^{{cite web|url=https://www.business.govt.nz/companies/app/ui/pages/companies/4333698/shareholdings|title=Shareholdings|publisher=|accessdate=2 December 2016}} 7. ^{{cite web |url=http://www.ifswf.org/members |title=IFSWF Our members |author=International Forum of Sovereign Wealth Funds |access-date=24 September 2016 |deadurl=yes |archiveurl=https://web.archive.org/web/20160927094338/http://www.ifswf.org/members |archivedate=27 September 2016 |df=dmy-all }} 8. ^{{cite web |url=http://legislation.govt.nz/act/public/2001/0084/latest/DLM113924.html |title=New Zealand Superannuation and Retirement Income Act 2001 |date=7 July 2010 |accessdate=12 May 2011}} 9. ^{{cite web |url=http://www.chapmantripp.com/publications/Pages/Nationals-KiwiSaver-and-Cullen-Fund-policies.aspx |publisher=Chapman Tripp |title=National's KiwiSaver and "Cullen Fund" policies |date=13 November 2008 |accessdate=12 May 2011}} 10. ^{{cite web |url=http://www.stuff.co.nz/business/money/7828901/NZ-Super-Fund-hits-milestone|title=NZ Super Fund hits milestone|date=18 October 2012|work=Fairfax Media|accessdate=18 October 2012}} 11. ^"New Zealand Superannuation Fund Posts Record 25.8% Return for 2012-2013". Sovereign Wealth Fund Institute. Retrieved 3 September 2014. 12. ^[https://www.nzsuperfund.co.nz/nz-super-fund-explained-purpose-and-mandate/contributions-suspension "CONTRIBUTIONS SUSPENSION"], nzsuperfund.co.nz/ 13. ^{{cite web|url=http://www.budget.govt.nz/budget/pdfs/fsr/b15-fsr.pdf|title=Budget 2015 - Fiscal Strategy Report|date=21 May 2015|deadurl=yes|archiveurl=https://web.archive.org/web/20150522141121/http://www.budget.govt.nz/budget/pdfs/fsr/b15-fsr.pdf|archivedate=22 May 2015|df=dmy-all}} 14. ^{{cite news|title=Jacinda Ardern and Grant Robertson restart Super Fund payments|url=http://www.newshub.co.nz/home/politics/2017/12/jacinda-ardern-and-grant-robertson-restart-super-fund-payments.html|accessdate=9 May 2018|date=15 December 2017}} 15. ^{{cite news|url= http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=10609963|title=Infratil 'likely' to seal deal with Shell|last= Bradley |first=Grant |date=18 November 2009|work=New Zealand Herald|accessdate=29 November 2009}} 16. ^{{cite news|author=Bogoievski, Marko|url=http://www.nzx.com/markets/NZSX/IFT/announcements/3025730/Shell-New-Zealand-Limited|title=Shell New Zealand Limited|date=3 November 2009|publisher=NZX|accessdate=19 December 2010|deadurl=yes|archiveurl=https://archive.is/20110603231409/http://www.nzx.com/markets/NZSX/IFT/announcements/3025730/Shell-New-Zealand-Limited|archivedate=3 June 2011|df=dmy-all}} 17. ^{{cite web|url=https://www.business.govt.nz/companies/app/ui/pages/companies/237544/shareholdings|title=Shareholdings|publisher=|accessdate=2 December 2016}} 18. ^http://www.metlifecare.co.nz/investor-centre 19. ^https://www.business.govt.nz/companies/app/ui/pages/companies/104799/shareholdings 20. ^{{cite web|url=https://www.business.govt.nz/companies/app/ui/pages/companies/132513/shareholdings|title=Shareholdings|publisher=|accessdate=2 December 2016}} 21. ^[https://www.nzsuperfund.co.nz/sites/default/files/documents-sys/Exclusions%20List.pdf "Companies excluded from the New Zealand Superannuation Fund as at 26 September 2014"], nzsuperfund.co.nz/ 22. ^{{cite web |url=http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11404653|title=NZ Super Fund loses $200m after 'risk free' loan to Portuguese bank|date=19 February 2015|work=New Zealand Herald|accessdate=23 March 2015}} 23. ^{{cite web |url=http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11408634|title=Super Fund confirms Portugal bank legal case|date=27 February 2015|work=New Zealand Herald|accessdate=23 March 2015}} 24. ^{{cite web |url=http://www.stuff.co.nz/business/money/10341818/NZ-Super-Fund-has-deadly-portfolio|title=NZ Super Fund has deadly portfolio|date=3 August 2014|work=Sunday Star-Times|accessdate=23 March 2015}} 25. ^{{cite web |url=http://www.stuff.co.nz/business/industries/66147767/greens-want-nz-super-fund-to-drop-fossil-fuels|title=Greens want NZ Super Fund to drop fossil fuels|date=13 February 2015|work=Stuff.co.nz|accessdate=23 March 2015}} 26. ^{{cite web |url=http://www.radionz.co.nz/news/national/337218/super-fund-sells-shares-to-cut-climate-change-exposure|title=Superfund Sells Shares to Cut Climate Change Exposure|date=15 August 2017|work=Radio-NZ|accessdate=20 September 2017}} 27. ^{{cite web |url=http://www.scoop.co.nz/stories/PO1708/S00306/super-fund-divestment-shows-real-climate-leadership.htm|date=15 August 2017|title=Superfund Divestment shows real climate leadership|work=scoop.co.nz|accessdate=20 September 2017}} 28. ^{{cite web |url=http://www.greenpeace.org/new-zealand/en/press/Super-Funds-fossil-fuel-divestment-an-aha-moment-for-NZ-economy/|title=Super Fund’s $950m fossil fuel divestment an "aha" moment for NZ economy|date=15 August 2017|work=greenpeace.org/new-zealand/en|accessdate=20 September 2017}} External links
5 : Government of New Zealand|Sovereign wealth funds|Retirement in New Zealand|Government finances in New Zealand|Helen Clark |
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