Israeli – Palestine conflict and investments identified by the Office of the United Nations High Commissioner for Human Rights (OHCHR)
Like everyone, we are concerned about the Israel-Palestine conflict and understand the questions arising in relation to investments held.
Below we provide you with some information about our funds.
We have compared the investment exposures of the Summer KiwiSaver scheme to the Human Rights Council report on Israeli settlements in the Occupied Palestinian Territory, including East Jerusalem, and in the occupied Syrian Golan, dated February 2020, as well as the version updated as at 30 June 2023, which can be found here.
Using Octagon Investment Funds Scheme data as at 30 September 2025, our investigation has determined that the scheme has exposures to companies on this list through its investments in the Hunter Global Fixed Interest Fund, Te Ahumairangi Global Equity Fund and the Vanguard ESG International Stock ETF.
We calculate these total exposures to be as follows:
| Summer fund | % value of aggregated exposures basis net asset value of each fund as at 30 June 2025 |
| Summer Global Fixed Interest | 0.00001% |
| Summer Conservative Selection | 0.03% |
| Summer Balanced Selection | 0.05% |
| Summer Growth Selection | 0.08% |
| Summer Global Equities | 0.20% |
The specific companies are listed below:
|
Booking Holdings Inc Ord |
|
Airbnb Inc-Class A |
|
Bank Leumi Le Israel Bm Ord |
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Bank Hapoalim Bm Ord |
|
Israel Discount Bank Ltd Ord |
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Bezeq Israeli Telecommunication Corp Ltd Ord |
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First International Bank Of Israel Ltd Ord |
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Fosun International Ltd Ord |
|
Matrix It Ltd Ord |
|
Mega Or Holdings Ltd Ord |
|
Construcciones Y Auxiliar De Ferrocarriles Sa Ord |
|
Partner Communications Company Ltd Ord |
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Tripadvisor Inc Ord |
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Cellcom Israel Ltd Ord |
|
Ashtrom Group Ltd Ord |
|
Rami Levi Chain Stores Hashikma Marketing 2006 Ltd Ord |
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Delta Galil Industries Ltd Ord |
|
Elco Ltd Ord |
|
Motorola Solutions Inc Dir |
|
Expedia Group Inc Dir |
This is not a recommendation to buy or sell any financial product and does not take your personal circumstances into account. We have prepared this web page in good faith based on information obtained from other sources, but we do not guarantee the accuracy of that information. We do not make any representation or warranty (express or implied) that this web page is accurate, complete, or current and to the maximum extent permitted by law disclaim any liability for loss which may be incurred by any person relying on this web page. We recommend you take financial advice before making investment decisions. We may update this page without notice.
